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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
1
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
2
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
4
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
2
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$141M
4
UBS Group
4
UBS Group
Switzerland
$275M
5
BA
5
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
51
J.M. Forbes & Co
Massachusetts
$49.3M -$376K -10,953 -0.8%
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$49M +$2.29M +66,703 +5%
Creative Planning
53
Creative Planning
Kansas
$48.9M +$1.49M +43,286 +3%
ET
54
Equitable Trust
Tennessee
$45.8M -$1.89M -55,008 -4%
Osaic Holdings
55
Osaic Holdings
Arizona
$45.8M +$29.1M +848,987 +175%
BFPW
56
BOK Financial Private Wealth
Colorado
$45.6M +$6.48M +188,746 +17%
CAAS
57
Capital Asset Advisory Services
Michigan
$43.1M -$174K -5,080 -0.4%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$42.8M -$4.5M -131,062 -10%
Mariner
59
Mariner
Kansas
$40.9M +$3.47M +101,152 +9%
TPWA
60
TRUE Private Wealth Advisors
Oregon
$40.1M +$1.31M +38,323 +3%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$38.6M +$1.95M +56,773 +5%
SWP
62
Stratos Wealth Partners
Ohio
$38.2M +$981K +28,583 +3%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$37.7M -$546K -15,910 -1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$37.1M -$395K -11,500 -1%
PPW
65
Parcion Private Wealth
Washington
$36.7M -$5.02M -153,299 -12%
Truist Financial
66
Truist Financial
North Carolina
$36.5M +$4.59M +133,871 +14%
GP
67
Greenline Partners
New York
$36M -$796K -23,210 -2%
PCIG
68
Partners Capital Investment Group
Massachusetts
$34.8M +$1.44M +42,088 +4%
TWM
69
Tanglewood Wealth Management
Texas
$34.7M -$1.04M -30,348 -3%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$34.6M +$881K +25,665 +3%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$34.1M +$19.8M +575,904 +138%
OA
72
Oxbow Advisors
Texas
$32.6M +$19.9K +579 +0.1%
VM
73
VPR Management
Texas
$32.6M – – –
MSL
74
Mackay Shields LLC
New York
$31.9M – – –
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$31.1M +$31.1M +907,029 New
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