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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 %
MA
926
MCF Advisors
Kentucky
$29K – – –
PPWM
927
PFG Private Wealth Management
Florida
$29K – – –
TCOV
928
Trust Company of Vermont
Vermont
$29K +$29K +835 New
AW
929
Avion Wealth
Texas
$29K +$29K +840 New
LWANC
930
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
RBC
931
Roble Belko & Company
Pennsylvania
$25K -$4.9K -143 -16%
DSC
932
Duncker Streett & Co
Missouri
$25K – – –
NIC
933
Northwest Investment Counselors
Oregon
$24K – – –
FCMT
934
Founders Capital Management (Texas)
Texas
$24K – – –
MTIC
935
Missouri Trust & Investment Company
Missouri
$24K +$24K +708 New
WWM
936
Wagner Wealth Management
South Carolina
$23K +$23K +659 New
CTB
937
Country Trust Bank
Illinois
$22K – – –
BMD
938
Better Money Decisions
New Mexico
$21K +$21K +600 New
VWM
939
Valley Wealth Managers
New Jersey
$20K +$20K +575 New
BCMLT
940
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K – – –
TC
941
Truvestments Capital
Florida
$19K +$19K +562 New
VNA
942
Valley National Advisers
Pennsylvania
$18K – – –
IRC
943
Investors Research Corp
Georgia
$18K +$306 +9 +2%
ACM
944
Antonetti Capital Management
Florida
$17K – – –
LB
945
Legacy Bridge
Iowa
$17K – – –
ZIG
946
Zullo Investment Group
Pennsylvania
$17K – – –
PA
947
PSI Advisors
Florida
$17K +$17K +500 New
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$16K +454 New
ETI
949
Enterprise Trust & Investment
California
$16K +$16K +457 New
WWM
950
Wolff Wiese Magana
California
$14K -$471 -14 -3%
36 37
38
39 40