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iShares Gold Trust
IAU

Overview Fund Activity

959 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 357 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-18
Holders Change %
-1.84%
% of All Funds
15.18%
Holding in Top 10
116
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+14.85%
% of All Funds
1.84%
New
126
Increased
357
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M

Top Buyers

1
Citigroup
Citigroup
New York
$256M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$139M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
PA
PFG Advisors
Arizona
$83.6M
5
MB
Mizuho Bank
Japan
$73.7M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
2
LPL Financial
LPL Financial
California
$0
3
Jane Street
Jane Street
New York
$10.8M
4
CP
Castleview Partners
Texas
$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
801
Blooom Inc
Kansas
$210K +$210K +5,732 New
KCM
802
Kanawha Capital Management
Virginia
$209K +$209K +5,667 New
RW
803
RVW Wealth
California
$209K +$209K +5,673 New
FAG
804
Financial Advisory Group
Texas
$208K +$208K +5,660 New
BAM
805
Barrett Asset Management
New York
$207K – – –
MSWMA
806
Market Street Wealth Management Advisors
Indiana
$206K +$206K +5,598 New
MGIA
807
Moneta Group Investment Advisors
Missouri
$205K -$43.6K -1,185 -18%
AFG
808
Arkansas Financial Group
Arkansas
$205K -$11.8K -319 -5%
SWP
809
Summit Wealth Partners
Florida
$203K +$203K +5,515 New
GGS
810
Galvin Gaustad & Stein
Arizona
$203K +$203K +5,525 New
CFO
811
Colony Family Offices
North Carolina
$202K +$202K +5,496 New
SMH
812
Sanders Morris Harris
Texas
$202K +$202K +5,498 New
HFS
813
Howard Financial Services
Texas
$201K +$201K +5,464 New
JAG
814
Journey Advisory Group
Kentucky
$200K +$200K +5,417 New
NEWAS
815
N.E.W. Advisory Services
Wisconsin
$199K +$199K +12,189 New
SBL
816
Sargent Bickham Lagudis
Colorado
$198K +$25.3K +685 +15%
SJIA
817
St. James Investment Advisors
New York
$196K -$175K -4,773 -47%
GWM
818
Geneos Wealth Management
Colorado
$193K +$193K +5,264 New
HIA
819
Harbor Investment Advisory
Maryland
$187K – – –
WBC
820
West Branch Capital
Massachusetts
$184K – – –
SWM
821
Sugarloaf Wealth Management
Georgia
$179K -$5.08K -138 -3%
SSB
822
Sandy Spring Bank
Maryland
$177K -$2.96K -80 -2%
HWMA
823
Heritage Wealth Management (Arizona)
Arizona
$176K +$176K +4,770 New
POIA
824
Pin Oak Investment Advisors
Texas
$171K – – –
RCC
825
Red Cedar Capital
Nebraska
$170K – – –
31 32
33
34 35