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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 %
LWP
876
Lumature Wealth Partners
Georgia
$104K – – –
CWC
877
Carolinas Wealth Consulting
North Carolina
$103K – – –
BHWM
878
Beaird Harris Wealth Management
Texas
$100K +$49K +1,430 +96%
IWP
879
IAG Wealth Partners
Wisconsin
$99K +$99K +2,877 New
EWM
880
Endurance Wealth Management
Rhode Island
$96K – – –
FP
881
Financial Perspectives
Minnesota
$94.5K – – –
DI
882
Disciplined Investments
Oklahoma
$93K – – –
TFGT
883
TS Financial Group (TSFG)
Illinois
$93K +$93K +2,704 New
BFG
884
Baron Financial Group
New Jersey
$90K – – –
Bank of Montreal
885
Bank of Montreal
Ontario, Canada
$82.4K -$1.69K -48,603 -2%
S
886
Surevest
California
$80K +$17.2K +500 +27%
VRM
887
Vectors Research Management
New York
$76K – – –
FWM
888
Focused Wealth Management
New York
$70K -$15.5K -452 -18%
BCM
889
Blume Capital Management
California
$69K – – –
TFS
890
TrustCore Financial Services
Tennessee
$66K +$11.1K +327 +20%
CBT
891
Central Bank & Trust
Kentucky
$64K – – –
GFPC
892
Global Financial Private Client
Florida
$59.1K -$1.58K -46 -3%
CHA
893
Carmichael Hill & Associates
Maryland
$59K +$10.9K +316 +23%
JEST
894
JTC Employer Solutions Trustee
Jersey
$58K – – –
EI
895
Ellevest Inc
New York
$56K -$2.59K -75 -4%
CFO
896
CVA Family Office
Colorado
$54K – – –
PO
897
Private Ocean
California
$52K – – –
FEG
898
Financial Enhancement Group
Indiana
$51K -$52.3K -1,525 -51%
AWM
899
Atticus Wealth Management
Florida
$51K – – –
EBA
900
Eagle Bay Advisors
New York
$48.2K +$48.2K +1,405 New
34 35
36
37 38