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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 %
IFS
526
Ifrah Financial Services
Arkansas
$1.09M -$13.3K -388 -1%
UCB
527
United Community Bank
South Carolina
$1.08M – – –
BIA
528
Benchmark Investment Advisors
Illinois
$1.08M +$48.9K +1,425 +5%
FA
529
Forefront Analytics
Pennsylvania
$1.07M +$395K +11,509 +58%
EL
530
EMFO LLC
Florida
$1.06M – – –
FPCP
531
Fort Point Capital Partners
California
$1.06M -$32.4K -945 -3%
GRP
532
Global Retirement Partners
California
$1.05M +$13.5K +392 +1%
CFM
533
Coronation Fund Managers
South Africa
$1.04M -$155K -4,530 -13%
FHB
534
First Hawaiian Bank
Hawaii
$1.01M – – –
MG
535
Mather Group
Illinois
$1M +$522K +15,224 +108%
BA
536
Ballew Advisors
Mississippi
$1M -$2.5K -77 -0.2%
SCM
537
SevenOneSeven Capital Management
Pennsylvania
$992K +$15.1K +439 +2%
RCG
538
Regatta Capital Group
California
$991K -$122K -3,557 -11%
Vontobel Holding
539
Vontobel Holding
Switzerland
$987K +$447K +13,040 +83%
BAM
540
Baldrige Asset Management
Pennsylvania
$984K -$41.7K -1,216 -4%
WJWM
541
Williams Jones Wealth Management
New York
$977K -$32.8K -955 -3%
RDWM
542
Red Door Wealth Management
Tennessee
$976K +$976K +28,454 New
SAM
543
S.A. Mason
Michigan
$971K +$3.6K +105 +0.4%
MBT
544
Montecito Bank & Trust
California
$965K +$219K +6,378 +29%
CCM
545
Courage Capital Management
Tennessee
$961K – – –
AIA
546
Avalon Investment & Advisory
Texas
$956K – – –
DAS
547
Dynamic Advisor Solutions
Arizona
$954K +$47.2K +1,375 +5%
ARIS
548
Advanced Research Investment Solutions
California
$952K -$3.43K -100 -0.4%
EWM
549
Empirical Wealth Management
Washington
$950K -$38.1K -1,110 -4%
KA
550
Kovack Advisors
Florida
$943K -$31.9K -930 -3%
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