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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 %
PMFA
801
Plante Moran Financial Advisors
Michigan
$237K -$301K -8,797 -56%
B
802
Brightworth
Georgia
$237K – – –
BCV
803
Banque Cantonale Vaudoise
Switzerland
$237K – – –
NFP
804
Narus Financial Partners
Utah
$236K +$5.22K +152 +2%
MKA
805
M. Kulyk & Associates
Georgia
$234K – – –
DPI
806
Diversified Portfolios Inc
Michigan
$234K +$234K +6,830 New
CA
807
Crumly & Associates
Illinois
$232K – – –
LFAS
808
Level Four Advisory Services
Texas
$232K +$9.73K +284 +4%
MCM
809
Maryland Capital Management
Maryland
$229K +$229K +6,689 New
WIC
810
Woodmont Investment Counsel
Tennessee
$224K – – –
KWM
811
Kaydan Wealth Management
Michigan
$224K -$48.9K -1,424 -18%
BEAM
812
Baker Ellis Asset Management
Washington
$223K – – –
FM
813
Foster & Motley
Ohio
$223K +$12K +350 +6%
MGIA
814
Moneta Group Investment Advisors
Missouri
$221K +$30K +875 +16%
RIG
815
Roosevelt Investment Group
New York
$220K -$34.2K -995 -13%
SPWM
816
Schrum Private Wealth Management
Florida
$220K – – –
IF
817
Integrity Financial
Wyoming
$218K -$96.8K -2,823 -31%
WSWA
818
Warren Street Wealth Advisors
California
$217K -$8.08K -236 -4%
ACM
819
Advance Capital Management
Michigan
$216K -$12.9K -375 -6%
PJSIMP
820
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K -$36.5K -1,100 -15%
VanEck Associates
821
VanEck Associates
New York
$215K – – –
IWA
822
Inspirion Wealth Advisors
Illinois
$215K +$215K +6,275 New
TFA
823
Triad Financial Advisors
North Carolina
$214K -$46.3K -1,353 -18%
SC
824
Savant Capital
Illinois
$214K -$19.3K -562 -8%
LRIA
825
Leonard Rickey Investment Advisors
Washington
$214K +$686 +20 +0.3%
31 32
33
34 35