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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 %
BAM
751
Brave Asset Management
New Jersey
$290K -$13.5M -393,569 -98%
FCBT
752
First Citizens Bank & Trust
North Carolina
$290K -$112K -3,250 -28%
AA
753
Auxano Advisors
Washington
$290K -$23.9K -698 -8%
FPF
754
First Pacific Financial
Washington
$289K -$48.6K -1,416 -14%
EFS
755
Essex Financial Services
Connecticut
$288K +$25.7K +750 +10%
CST
756
Charles Schwab Trust
Nevada
$287K -$70.7K -2,056 -20%
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$286K -$6.94K -202 -2%
FTC
758
Farmers Trust Company
Ohio
$285K – – –
MPM
759
Meritage Portfolio Management
Kansas
$284K – – –
EWM
760
Endowment Wealth Management
Wisconsin
$284K +$3.06K +89 +1%
3AM
761
3EDGE Asset Management
Florida
$283K -$151K -4,394 -35%
AWM
762
Altium Wealth Management
New York
$283K – – –
AP
763
Appleton Partners
Massachusetts
$283K +$24.2K +705 +9%
FPB
764
First PREMIER Bank
South Dakota
$281K +$281K +8,188 New
CIR
765
Clear Investment Research
Georgia
$277K -$24.1K -703 -8%
TSWM
766
Tyler-Stone Wealth Management
Ohio
$275K +$275K +8,007 New
RA
767
RFG Advisory
Alabama
$275K +$275K +8,157 New
WT
768
Washington Trust
Rhode Island
$271K – – –
PWPS
769
Pinnacle Wealth Planning Services
Ohio
$271K – – –
CA
770
CoreCap Advisors
Michigan
$271K +$32.2K +939 +13%
SCA
771
STALEY CAPITAL ADVISERS
Pennsylvania
$270K – – –
AL
772
Aspiriant LLC
California
$269K +$40.5K +1,185 +18%
VA
773
Valmark Advisers
Ohio
$267K -$10.7M -312,402 -98%
WEG
774
World Equity Group
Illinois
$264K +$8.58K +250 +3%
TRCT
775
Tower Research Capital (TRC)
New York
$264K -$42K -1,225 -14%
29 30
31
32 33