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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 %
JCM
651
Jacobi Capital Management
Pennsylvania
$502K +$502K +14,619 New
FMWA
652
Forvis Mazars Wealth Advisors
Missouri
$501K +$501K +14,611 New
VFA
653
Valeo Financial Advisors
Indiana
$485K -$2.61K -76 -0.5%
OWA
654
Outlook Wealth Advisors
Texas
$483K -$29K -847 -6%
SOS
655
Silver Oak Securities
Tennessee
$478K +$478K +14,605 New
EIP
656
Ellis Investment Partners
Pennsylvania
$476K +$24.3K +708 +5%
EWA
657
Encompass Wealth Advisors
Oregon
$474K – – –
FCH
658
Freestone Capital Holdings
Washington
$473K -$6.28K -183 -1%
Barclays
659
Barclays
United Kingdom
$469K +$169K +4,922 +56%
TNA
660
True North Advisors
Texas
$466K – – –
WFAG
661
Wescott Financial Advisory Group
Pennsylvania
$465K – – –
CC
662
Cannell & Co
New York
$463K – – –
PA
663
Pinnacle Associates
New York
$462K -$6.93K -202 -1%
BWM
664
BerganKDV Wealth Management
Minnesota
$458K – – –
FPAS
665
Focus Partners Advisor Solutions
Missouri
$456K +$30.4K +887 +7%
RMDI
666
R.M. Davis Inc
Maine
$453K – – –
MWM
667
Meridian Wealth Management
Kentucky
$452K +$452K +13,182 New
RWMH
668
Riverpoint Wealth Management Holdings
Illinois
$449K +$449K +13,073 New
SIAM
669
Sterling Investment Advisors (Missouri)
Missouri
$448K +$188K +5,484 +73%
CPA
670
Capital Planning Advisors
California
$446K – – –
SWP
671
Strategic Wealth Partners
Ohio
$443K -$43.9K -1,279 -9%
ESB
672
Essex Savings Bank
Connecticut
$443K +$155K +4,518 +54%
GIA
673
Gladstone Institutional Advisory
Florida
$442K +$51.7K +1,508 +13%
IC
674
Inverness Counsel
New York
$432K -$464K – –
MIAN
675
Mariner Independent Advisor Network
Kansas
$431K -$21.6K -633 -5%
25 26
27
28 29