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iShares Gold Trust
IAU

Overview Fund Activity

1,004 hedge funds and large institutions have $16.9B invested in iShares Gold Trust in 2022 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 334 increasing their positions, 341 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,004
Holders Change
+45
Holders Change %
+4.69%
% of All Funds
16.98%
Holding in Top 10
122
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.17%
% of All Funds
2.06%
New
127
Increased
334
Reduced
341
Closed
66
Calls
$52M
Puts
$4.97M
Net Calls
+$47.1M
Net Calls Change
-$17M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$997M
2
LPL Financial
LPL Financial
California
+$219M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$47M
4
PCP
Proficio Capital Partners
Massachusetts
+$46.3M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$125M
2
Charles Schwab
Charles Schwab
California
-$112M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.5M
4
UBS Group
UBS Group
Switzerland
-$45.5M
5
BA
Bridgewater Associates
Connecticut
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
501
ETF Store
Kansas
$1.25M -$22.3K -689 -2%
SAM
502
Satovsky Asset Management
New York
$1.25M – – –
MCP
503
Mirador Capital Partners
California
$1.25M +$185K +5,380 +17%
WS
504
Wedbush Securities
California
$1.24M +$1.24M +36,083 New
MWM
505
Modera Wealth Management
New Jersey
$1.23M +$31.6K +921 +3%
MA
506
Mutual Advisors
Nebraska
$1.22M -$114K -3,321 -9%
AP
507
Americana Partners
Texas
$1.21M +$76.8K +2,285 +7%
PG
508
Pendal Group
Australia
$1.21M -$37.2K -1,084 -3%
AAM
509
Aureus Asset Management
Massachusetts
$1.21M – – –
WWM
510
Western Wealth Management
Colorado
$1.2M +$1.2M +34,856 New
PA
511
Parallel Advisors
California
$1.2M +$232K +6,756 +24%
AP
512
Arlington Partners
Alabama
$1.18M +$1.18M +34,510 New
BA
513
Bristlecone Advisors
Washington
$1.17M -$68.7K -2,003 -6%
USCWA
514
U.S. Capital Wealth Advisors
Texas
$1.16M +$20.8K +606 +2%
BCM
515
Beck Capital Management
Texas
$1.16M +$1.16M +33,706 New
GC
516
Gibson Capital
Pennsylvania
$1.15M -$7.73K -226 -0.7%
HFP
517
Holistic Financial Partners
Indiana
$1.14M – – –
BFS
518
Bard Financial Services
Connecticut
$1.12M – – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$1.12M -$42.9K -1,249 -4%
WDC
520
Woodward Diversified Capital
California
$1.11M -$648K -18,892 -37%
HI
521
Harbour Investments
Wisconsin
$1.11M +$1.11M +32,263 New
PCTC
522
Perkins Coie Trust Company
Washington
$1.1M -$20.6K -601 -2%
SAM
523
Strategy Asset Managers
California
$1.1M +$117K +3,402 +12%
LB
524
Leo Brokerage
Texas
$1.1M -$265K -7,735 -20%
UFF
525
USA Financial Formulas
Michigan
$1.09M -$87.4K -2,547 -7%
19 20
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