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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 %
HW
701
Hancock Whitney
Mississippi
$378K +$12.6K +368 +3%
NWM
702
NEIRG Wealth Management
Massachusetts
$375K -$4.8K -140 -1%
HKAM
703
Horizon Kinetics Asset Management
New York
$374K -$686 -20 -0.2%
VCM
704
Viewpoint Capital Management
Washington
$373K +$721 +21 +0.2%
PWA
705
Phoenix Wealth Advisors
North Carolina
$372K +$22.4K +653 +6%
CG
706
Cutler Group
California
$372K +$338K +9,850 +987%
RIA
707
Realta Investment Advisors
Delaware
$371K +$371K +10,805 New
CRC
708
Catawba River Capital
South Carolina
$370K – – –
TCA
709
Transcend Capital Advisors
New Jersey
$365K – – –
ACI
710
Alpha Cubed Investments
California
$364K +$364K +10,596 New
IF
711
IRON Financial
Illinois
$362K -$32.4K -946 -8%
AWM
712
Aberdeen Wealth Management
Illinois
$357K +$13.7K +400 +4%
TI
713
Trexquant Investment
Connecticut
$356K +$356K +10,365 New
MWM
714
Merriman Wealth Management
Washington
$355K +$21.3K +622 +6%
TYCC
715
Texas Yale Capital Corp
Florida
$354K +$48.9K +1,425 +16%
BMA
716
Brooks Moore & Associates
Tennessee
$353K -$15.4K -450 -4%
KIA
717
KCM Investment Advisors
California
$352K +$2.33K +68 +0.7%
CMBA
718
C.M. Bidwell & Associates
Hawaii
$349K -$120K -3,503 -26%
CC
719
Callan Capital
California
$346K – – –
ATC
720
Argent Trust Co
Tennessee
$345K – – –
OCM
721
Orion Capital Management
California
$343K – – –
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$335K -$6.86K -200 -2%
JWM
723
JGP Wealth Management
Oregon
$332K +$332K +10,056 New
VW
724
Vance Wealth
California
$331K -$515 -15 -0.2%
CCM
725
Condor Capital Management
New Jersey
$330K +$93.8K +2,730 +40%
27 28
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