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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 %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$30.9M +$374K +10,897 +1%
LSAG
77
Lake Street Advisors Group
New Hampshire
$29.9M +$700K +20,395 +2%
ZF
78
Zhang Financial
Michigan
$29.7M +$27.2M +792,478 +1,094%
BCM
79
Brookstone Capital Management
Illinois
$29.4M +$29.4M +889,284 New
SI
80
Stephens Inc
Arkansas
$29.1M +$5.18M +150,962 +22%
FCB
81
First Command Bank
Texas
$28.9M +$521K +15,183 +2%
FCFS
82
First Command Financial Services
Texas
$28.9M +$521K +15,183 +2%
BBVA
83
Banco Bilbao Vizcaya Argentaria
Spain
$28.7M -$12.8M -373,301 -31%
PAMS
84
Pictet Asset Management (Switzerland)
Switzerland
$28.4M +$6.57M +191,600 +30%
GG
85
GenWealth Group
New Jersey
$28M +$10.1M +293,604 +56%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$27.6M -$530K -15,441 -2%
Deutsche Bank
87
Deutsche Bank
Germany
$27.6M -$437K -12,739 -2%
MA
88
MUFG Americas
New York
$27.6M +$398K +11,598 +1%
TCM
89
Tradewinds Capital Management
Washington
$27.6M +$27.5M +802,965 +492,617%
VIM
90
VCU Investment Management
Virginia
$27.2M -$229K -6,673 -0.8%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$26.5M +$26.5M +772,900 New
VCM
92
Vigilant Capital Management
Maine
$26.4M -$111K -3,237 -0.4%
BFO
93
Biltmore Family Office
North Carolina
$26.3M +$107K +3,110 +0.4%
MSWM
94
Mader & Shannon Wealth Management
Missouri
$26.3M -$398K -11,601 -1%
GCM
95
Gladius Capital Management
Illinois
$25.9M – – –
MGWM
96
Marks Group Wealth Management
Minnesota
$25.5M -$507K -14,763 -2%
CF
97
Clarity Financial
Texas
$24.3M +$13.2M +384,746 +119%
EWM
98
Evercore Wealth Management
New York
$23.8M +$21K +612 +0.1%
KPW
99
Kore Private Wealth
New York
$23.8M – – –
HPWM
100
Highland Private Wealth Management
Washington
$23.4M -$1.2M -35,092 -5%
2 3
4
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