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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 %
PWP
626
Principle Wealth Partners
Connecticut
$581K – – –
IA
627
IFG Advisory
Georgia
$575K +$575K +16,770 New
KCM
628
Kornitzer Capital Management
Kansas
$574K – – –
GC
629
Garde Capital
Washington
$573K -$41.2K -1,200 -7%
IGWM
630
ICA Group Wealth Management
Colorado
$560K -$189K -5,688 -25%
TFO
631
Tarbox Family Office
California
$560K – – –
BFO
632
Boston Family Office
Massachusetts
$558K -$68.6K -2,000 -11%
MCM
633
Mill Capital Management
North Carolina
$558K – – –
SSWM
634
Sheets Smith Wealth Management
North Carolina
$556K – – –
NWM
635
Northcape Wealth Management
New York
$550K -$6.52K -190 -1%
WWA
636
WCG Wealth Advisors
Nevada
$547K +$547K +15,944 New
CAN
637
Claraphi Advisory Network
United States
$543K -$33.1K -965 -6%
CCWA
638
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$536K -$18.6K -542 -3%
ISL
639
Ingalls & Snyder LLC
New York
$535K -$6.97K -203 -1%
TWM
640
Tradition Wealth Management
Minnesota
$530K -$12K -350 -2%
MC
641
Moors & Cabot
Massachusetts
$529K +$8.55K +249 +2%
HCA
642
Horan Capital Advisors
Ohio
$518K – – –
MSFS
643
Main Street Financial Solutions
Pennsylvania
$516K +$516K +15,052 New
Walleye Trading
644
Walleye Trading
New York
$515K -$44.8K -1,306 -8%
DP
645
DDD Partners
Washington
$514K +$18.4K +537 +4%
ME
646
McIlrath & Eck
Washington
$511K +$455K +13,273 +820%
BWA
647
BDO Wealth Advisors
Florida
$508K – – –
CCFCSB
648
Cape Cod Five Cents Savings Bank
Massachusetts
$507K +$4.91K +143 +1%
SFP
649
Shepherd Financial Partners
Massachusetts
$506K +$506K +14,757 New
OHWP
650
Oak Harbor Wealth Partners
North Carolina
$505K – – –
24 25
26
27 28