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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 %
FM
601
Family Management
New York
$676K – – –
PFM
602
Phillips Financial Management
Indiana
$674K – – –
CPA
603
Cardiff Park Advisors
California
$667K -$163K -4,738 -20%
BFS
604
Bradley Foster & Sargent
Connecticut
$666K +$98.5K +2,871 +17%
TNBTD
605
Trustmark National Bank Trust Department
Mississippi
$665K +$46K +1,341 +7%
CIC
606
Carnegie Investment Counsel
Ohio
$664K -$487K -14,196 -42%
EE
607
EWG Elevate
California
$661K -$740K -21,569 -53%
FIM
608
FWL Investment Management
Texas
$660K – – –
VAS
609
Valicenti Advisory Services
New York
$659K – – –
MA
610
MONECO Advisors
Connecticut
$657K -$12.6K -367 -2%
RIA
611
Regal Investment Advisors
Michigan
$648K -$80.5K -2,347 -11%
RWA
612
Redhawk Wealth Advisors
Minnesota
$647K -$377K -10,995 -37%
JIP
613
Jaffetilchin Investment Partners
Florida
$627K +$305K +8,908 +95%
VCWA
614
Vanguard Capital Wealth Advisors
Colorado
$619K -$685K -19,966 -53%
MF
615
Montis Financial
Massachusetts
$613K +$282K +8,217 +85%
SCFS
616
S.C. Financial Services
Arizona
$607K – – –
Natixis Advisors
617
Natixis Advisors
Massachusetts
$604K -$34.9K -1,017 -5%
MFA
618
Mayflower Financial Advisors
Massachusetts
$598K – – –
KWA
619
Kellett Wealth Advisors
Ohio
$598K +$195K +5,679 +48%
ATPW
620
Ashton Thomas Private Wealth
Arizona
$597K +$96.5K +2,814 +19%
KWM
621
Keebeck Wealth Management
Illinois
$592K – – –
WMA
622
Wealth Management Associates
New Jersey
$591K +$5.15K +150 +0.9%
LWAC
623
Laurel Wealth Advisors (California)
California
$590K – – –
SCI
624
S&CO Inc
Massachusetts
$589K -$240 -7 -0%
PCIA
625
Prime Capital Investment Advisors
Kansas
$588K -$245K -7,152 -29%
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25
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