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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 %
SAM
726
Simplify Asset Management
Nevada
$330K +$330K +9,625 New
BCP
727
Berkeley Capital Partners
Georgia
$328K +$15.4K +450 +5%
Fifth Third Bancorp
728
Fifth Third Bancorp
Ohio
$328K +$20.7K +601 +7%
OC
729
Oarsman Capital
Wisconsin
$327K – – –
LPT
730
Legacy Private Trust
Wisconsin
$327K – – –
CIA
731
Choate Investment Advisors
Massachusetts
$327K – – –
QPWM
732
Quadrant Private Wealth Management
Pennsylvania
$327K – – –
CA
733
CGN Advisors
Kansas
$325K -$12.3K -358 -4%
AA
734
Advisory Alpha
Michigan
$324K -$2.71K -79 -0.8%
EWA
735
Evolution Wealth Advisors
Florida
$324K – – –
MCCP
736
Mission Creek Capital Partners
California
$321K – – –
TC
737
Titleist Capital
Texas
$316K -$1.75K -51 -0.6%
BOPW
738
Brandywine Oak Private Wealth
Pennsylvania
$315K -$34 -1 -0%
BBHC
739
Brown Brothers Harriman & Co
New York
$314K – – –
FCCM
740
First City Capital Management
Georgia
$313K -$8.82K -257 -3%
CL
741
Choreo LLC
Illinois
$311K – – –
DBT
742
Dubuque Bank & Trust
Iowa
$310K +$5.15K +150 +2%
BWM
743
Blossom Wealth Management
California
$308K +$6.45K +188 +2%
PP
744
Patten & Patten
Tennessee
$308K +$308K +8,991 New
CWG
745
Cornerstone Wealth Group
North Carolina
$307K -$37.3K -1,088 -11%
DY
746
Dowling & Yahnke
California
$307K -$12.1K -352 -4%
CSIC
747
Clifford Swan Investment Counsel
California
$306K – – –
WCA
748
Waypoint Capital Advisors
Minnesota
$305K – – –
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$298K +$14.1K +412 +5%
TMAM
750
Tokio Marine Asset Management
Japan
$295K -$189K -5,500 -39%
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