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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 %
DI
826
DAGCO Inc
Ohio
$213K – – –
VVP
827
Venture Visionary Partners
Ohio
$213K -$12.4K -361 -5%
FWI
828
Facet Wealth Inc
Maryland
$211K +$211K +6,146 New
PP
829
Patron Partners
Texas
$210K +$550 +16 +0.3%
FSA
830
Franklin Street Advisors
North Carolina
$209K – – –
P
831
Pitcairn
Pennsylvania
$205K – – –
BBPWM
832
Blue Bell Private Wealth Management
Pennsylvania
$204K – – –
DWM
833
Destination Wealth Management
California
$202K -$26K -758 -11%
RPWA
834
Regent Peak Wealth Advisors
Georgia
$202K +$202K +5,896 New
BMWM
835
Brown Miller Wealth Management
Virginia
$201K -$52.5K -1,530 -21%
SWM
836
SeaCrest Wealth Management
New York
$201K +$858 +25 +0.4%
GWM
837
Geneos Wealth Management
Colorado
$201K +$20.9K +610 +12%
ICG
838
InterOcean Capital Group
Tennessee
$201K +$201K +5,850 New
Fisher Asset Management
839
Fisher Asset Management
Washington
$200K -$118K -3,434 -37%
LNWWM
840
Laird Norton Wetherby Wealth Management
California
$200K -$17.7K -516 -8%
EWA
841
EverSource Wealth Advisors
Alabama
$197K -$40.3K -1,176 -17%
MCM
842
Manchester Capital Management
Vermont
$197K – – –
IUHSA
843
Itau Unibanco Holding S.A.
Brazil
$190K +$59.8K +1,747 +46%
MHR
844
Matthew Hamilton Rosenberg
$180K +$180K +5,250 New
HIA
845
Harbor Investment Advisory
Maryland
$174K – – –
WOSD
846
WFA of San Diego
California
$174K +$174K +5,066 New
WBC
847
West Branch Capital
Massachusetts
$172K – – –
BWM
848
Baystate Wealth Management
Massachusetts
$171K +$55.4K +1,615 +48%
JPLA
849
Joseph P. Lucia & Associates
New York
$171K +$171K +4,971 New
SWM
850
Sugarloaf Wealth Management
Georgia
$163K -$4.09K -119 -2%
32 33
34
35 36