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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
1
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
2
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
4
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
2
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$141M
4
UBS Group
4
UBS Group
Switzerland
$275M
5
BA
5
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
851
Pin Oak Investment Advisors
Texas
$159K – – –
RCC
852
Red Cedar Capital
Nebraska
$158K – – –
GC
853
Gould Capital
Washington
$158K – – –
Group One Trading
854
Group One Trading
Illinois
$153K -$3.66M -107,042 -96%
SSB
855
Sandy Spring Bank
Maryland
$153K -$11K -320 -7%
SBL
856
Sargent Bickham Lagudis
Colorado
$149K -$35.6K -1,035 -19%
GM
857
GeoWealth Management
Illinois
$148K +$7.61K +223 +5%
HWMA
858
Heritage Wealth Management (Arizona)
Arizona
$144K -$19.5K -569 -12%
CFD
859
Creative Financial Designs
Indiana
$144K +$653 +19 +0.5%
SWM
860
Selective Wealth Management
Virginia
$144K +$54.4K +1,586 +61%
CWM
861
Curi Wealth Management
North Carolina
$142K +$85.7K +2,500 +152%
CCA
862
Column Capital Advisors
Indiana
$139K – – –
MRCM
863
M&R Capital Management
New Jersey
$139K +$4.33K +127 +3%
Simplex Trading
864
Simplex Trading
Illinois
$137K +$102K +2,973 +291%
First Eagle Investment Management
865
First Eagle Investment Management
New York
$135K +$135K +3,926 New
CFB
866
Cullen/Frost Bankers
Texas
$133K – – –
MFC
867
Mechanics Financial Corp
Ohio
$131K +$131K +3,824 New
DWP
868
Destiny Wealth Partners
Florida
$127K – – –
HWM
869
Horizons Wealth Management
North Carolina
$120K +$120K +3,598 New
BCM
870
Bourgeon Capital Management
Connecticut
$119K -$10.1M -295,218 -99%
KFS
871
Kelly Financial Services
Massachusetts
$114K -$2.99K -87 -3%
ZB
872
Zions Bancorporation
Utah
$114K -$28.4K -831 -20%
HNWAG
873
High Net Worth Advisory Group
Florida
$111K – – –
SJIA
874
St. James Investment Advisors
New York
$110K -$73.6K -2,138 -40%
FSWA
875
Financial Synergies Wealth Advisors
Texas
$108K +$108K +3,155 New
33 34
35
36 37