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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 %
TNAM
576
Terra Nova Asset Management
New York
$779K +$779K +22,694 New
EWM
577
Elmwood Wealth Management
California
$774K -$728K -21,227 -48%
PPP
578
Private Portfolio Partners
New Jersey
$770K +$3.98K +116 +0.5%
Wealth Enhancement Advisory Services
579
Wealth Enhancement Advisory Services
Minnesota
$770K +$202K +6,105 +36%
PTC
580
Private Trust Company
Ohio
$764K +$764K +22,256 New
HDIM
581
Hanson & Doremus Investment Management
Vermont
$755K +$57.3K +1,670 +8%
GP
582
Geneva Partners
Wisconsin
$750K -$12K -350 -2%
TC
583
TownSquare Capital
Utah
$741K +$10.4K +302 +1%
WANY
584
Wealthspire Advisors (New York)
New York
$738K +$167K +4,866 +29%
CNBTD
585
Citizens National Bank Trust Department
Mississippi
$738K +$738K +21,522 New
PC
586
Port Capital
Illinois
$733K +$733K +21,350 New
SWM
587
Spire Wealth Management
Virginia
$727K +$727K +21,187 New
FCA
588
FinTrust Capital Advisors
South Carolina
$726K +$217K +6,624 +43%
SYBT
589
Stock Yards Bank & Trust
Kentucky
$721K +$363K +10,588 +102%
AA
590
Alesco Advisors
New York
$719K -$113K -3,282 -14%
HLOC
591
H.L. Ormond & Company
North Carolina
$719K +$9.75K +284 +1%
IFA
592
Interactive Financial Advisors
Illinois
$718K +$72.9K +2,125 +11%
SPWM
593
Spartan Planning & Wealth Management
North Carolina
$716K -$2.67M -77,932 -79%
EWA
594
Exencial Wealth Advisors
Oklahoma
$715K – – –
MIM
595
Macroview Investment Management
Maryland
$714K +$57.4K +1,674 +9%
JA
596
JVL Associates
Michigan
$696K – – –
Kayne Anderson Rudnick Investment Management
597
Kayne Anderson Rudnick Investment Management
California
$687K – – –
FNT
598
First National Trust
Pennsylvania
$686K – – –
NPF
599
Norris Perne & French
Michigan
$683K +$26.6K +776 +4%
BCPWM
600
Bradley & Co Private Wealth Management
Florida
$682K – – –
22 23
24
25 26