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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 %
SA
951
SRH Advisors
Kansas
$14K – – –
HR
952
Howe & Rusling
New York
$14K +$9.58K +271 +217%
AW
953
ACG Wealth
Georgia
$14K +$14K +400 New
IFO
954
Independent Family Office
New York
$13.5K +$607 +17,701 +5%
OSNBOA
955
Old Second National Bank of Aurora
Illinois
$13K -$13.9K -400 -52%
CAL
956
Capital Advisors Ltd
Ohio
$13K – – –
FMP
957
Financial Management Professionals
Texas
$13K +$34 +1 +0.3%
NF
958
Norwood Financial
Pennsylvania
$12K – – –
TCWA
959
Ten Capital Wealth Advisors
Washington
$11K – – –
HI
960
Hoey Investments
Pennsylvania
$11K – – –
CCM
961
Cribstone Capital Management
Maine
$11K – – –
CWP
962
Concord Wealth Partners
Virginia
$11K – – –
CT
963
Clearstead Trust
Maine
$10K +$10K +288 New
WIM
964
Westside Investment Management
California
$9.91K +$9.8K +22,580 +9,032%
AIC
965
Archer Investment Corporation
Indiana
$7.62K – – –
IWMA
966
Ironwood Wealth Management (Arizona)
Arizona
$7K -$1.44K -40 -17%
CP
967
Corbenic Partners
Pennsylvania
$6K – – –
JWA
968
JFS Wealth Advisors
Pennsylvania
$6K – – –
RAM
969
Riggs Asset Management
Pennsylvania
$6K – – –
WTA
970
Washington Trust Advisors
Massachusetts
$6K – – –
CFN
971
Cordasco Financial Network
Florida
$6K +$6K +162 New
BONH
972
Bank of New Hampshire
New Hampshire
$6K +$6K +165 New
TCWM
973
Total Clarity Wealth Management
Illinois
$6K +$6K +175 New
CP
974
Castleview Partners
Texas
$5.82K -$1.72M -47,244 -100%
NSIM
975
North Star Investment Management
Illinois
$5K – – –
37 38
39
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