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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 %
WPA
676
West Paces Advisors
Georgia
$424K – – –
WFO
677
Wealthgate Family Office
Colorado
$422K – – –
Millennium Management
678
Millennium Management
New York
$419K -$355K -10,364 -46%
PP
679
PDS Planning
Ohio
$419K +$16.3K +476 +4%
SG
680
StoneX Group
New York
$417K -$138K -4,009 -25%
CFGS
681
Concourse Financial Group Securities
Alabama
$416K -$28.6K -834 -6%
EWA
682
EP Wealth Advisors
California
$416K +$31.4K +916 +8%
ONB
683
Old National Bancorp
Indiana
$414K -$182K -5,290 -30%
SFCL
684
Strengthening Families & Communities LLC
Massachusetts
$414K – – –
BDF
685
Black Diamond Financial
Maryland
$414K +$5.62K +164 +1%
MFG
686
Merit Financial Group
Georgia
$411K +$87.3K +2,544 +27%
GBT
687
Grove Bank & Trust
Florida
$410K +$410K +11,953 New
VWA
688
V Wealth Advisors
Kansas
$405K +$405K +11,795 New
BG
689
Benedetti & Gucer
Georgia
$402K +$97.5K +2,852 +32%
C
690
Certuity
Florida
$398K -$954K -27,826 -71%
SEIA
691
Signature Estate & Investment Advisors
California
$396K +$25.6K +745 +7%
GWM
692
GSB Wealth Management
Connecticut
$394K – – –
GA
693
Greenspring Advisors
Maryland
$393K – – –
CIA
694
Capital Investment Advisors
Georgia
$392K +$106K +3,105 +37%
SW
695
Solidarity Wealth
Utah
$391K -$54.8K -1,638 -12%
LBC
696
Lowe Brockenbrough & Co
Virginia
$391K – – –
MW
697
MBL Wealth
North Carolina
$391K +$51.4K +1,500 +15%
SWA
698
Strategies Wealth Advisors
Michigan
$382K +$74.9K +2,182 +24%
TI
699
Tidal Investments
Wisconsin
$379K -$216K -6,289 -36%
EWM
700
EPG Wealth Management
Georgia
$378K – – –
26 27
28
29 30