IAU icon

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 %
NL
551
NKCFO LLC
Illinois
$942K – – –
FFG
552
Ford Financial Group
California
$922K +$922K +26,880 New
IWM
553
IHT Wealth Management
Illinois
$917K +$917K +26,740 New
LSPW
554
Lake Street Private Wealth
Illinois
$901K -$15.8K -460 -2%
SHWM
555
Silicon Hills Wealth Management
Texas
$892K -$4.04M -117,597 -82%
CCB
556
Country Club Bank
Missouri
$892K +$4.83K +140 +0.5%
GWM
557
Greenhouse Wealth Management
Connecticut
$891K +$16K +466 +2%
MAA
558
Mraz Amerine & Associates
California
$887K – – –
HC
559
Hamilton Capital
Ohio
$887K – – –
FFM
560
Forum Financial Management
Illinois
$880K +$35.8K +1,042 +4%
ACA
561
Atlas Capital Advisors
Wyoming
$858K +$858K +25,000 New
UAS
562
United Asset Strategies
New York
$857K +$14K +409 +2%
FHA
563
Flagship Harbor Advisors
Massachusetts
$852K +$852K +24,828 New
AWM
564
Avaii Wealth Management
Wisconsin
$837K +$3.84K +112 +0.5%
JWBC
565
J.W. Burns & Co
New York
$837K +$27.7K +808 +3%
OFA
566
Oak Family Advisors
Illinois
$834K +$25.3K +738 +3%
IF
567
Intrua Financial
Texas
$833K -$310K -9,025 -27%
TPCW
568
TD Private Client Wealth
New York
$815K +$40.7K +1,185 +5%
HH
569
Hilltop Holdings
Texas
$810K +$88.5K +2,581 +12%
JWCA
570
J.W. Coons Advisors
Ohio
$808K +$37.1K +1,085 +5%
NFG
571
Nations Financial Group
Iowa
$803K +$19.3K +562 +2%
PFA
572
Pettinga Financial Advisors
Indiana
$793K -$66.9K -1,950 -8%
WCM
573
WealthBridge Capital Management
Ohio
$790K +$27.5K +800 +4%
CCM
574
Coldstream Capital Management
Washington
$786K +$1.78K +52 +0.2%
NL
575
NWAM LLC
Washington
$782K +$172K +5,126 +28%
21 22
23
24 25