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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
$1.48B
4
PCP
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
UBS Group
UBS Group
Switzerland
$275M
5
BA
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
776
HHM Wealth Advisors
Tennessee
$263K -$85.7K -2,498 -25%
YAL
777
Your Advocates Ltd
Texas
$263K +$13.8K +404 +6%
MM
778
Main Management
California
$263K +$254K +7,421 +2,968%
LFG
779
Larson Financial Group
Missouri
$262K +$19.9K +580 +8%
FAB
780
First American Bank
Illinois
$262K – – –
BA
781
Bridgewater Advisors
New York
$261K – – –
HCM
782
Hollencrest Capital Management
California
$261K – – –
NS
783
Newman & Schimel
Illinois
$255K -$24.7K -720 -9%
IWN
784
Independent Wealth Network
Iowa
$253K -$52.3K -1,524 -17%
SHWM
785
Smith & Howard Wealth Management
Georgia
$250K – – –
HWA
786
Hillcrest Wealth Advisors
New Jersey
$250K +$250K +7,275 New
NF
787
NTB Financial
Colorado
$249K -$25.1K -730 -9%
TC
788
Tacita Capital
Ontario, Canada
$249K – – –
Members Trust
789
Members Trust
Florida
$248K -$5.05K -147 -2%
AIA
790
Arbor Investment Advisors
North Carolina
$248K – – –
JAG
791
Journey Advisory Group
Kentucky
$248K +$65.6K +1,950 +36%
CNWM
792
Clay Northam Wealth Management
California
$245K +$245K +7,131 New
AT
793
American Trust
Kentucky
$244K -$137K -6,465 -36%
DWM
794
Dopkins Wealth Management
New York
$244K – – –
OIA
795
OneDigital Investment Advisors
Kansas
$244K +$26.2K +761 +12%
B
796
Bridgeworth
Alabama
$241K -$240K -6,998 -50%
AWM
797
Alterna Wealth Management
Texas
$241K -$185K -5,411 -43%
I2I
798
Insight 2811 Inc
Illinois
$239K -$22.3K -650 -9%
CWM
799
Congress Wealth Management
Massachusetts
$238K – – –
CA
800
Cambridge Advisors
Nebraska
$238K +$7.56K +220 +3%
30 31
32
33 34