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iShares Gold Trust
IAU

Overview Fund Activity

959 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 357 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-18
Holders Change %
-1.84%
% of All Funds
15.18%
Holding in Top 10
116
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+14.85%
% of All Funds
1.84%
New
126
Increased
357
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$256M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$139M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
PA
4
PFG Advisors
Arizona
$83.6M
5
MB
5
Mizuho Bank
Japan
$73.7M

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$0
2
LPL Financial
2
LPL Financial
California
$0
3
Jane Street
3
Jane Street
New York
$10.8M
4
CP
4
Castleview Partners
Texas
$1.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
976
Wealth Management Partners
Arizona
– -$6.34M -182,000 Closed
FSA
977
Financial Sense Advisors
California
– -$6.29M -180,547 Closed
GA
978
GFS Advisors
Texas
– -$5.3M -152,150 Closed
MWM
979
Maltin Wealth Management
New Jersey
– -$4.87M -139,942 Closed
MIA
980
MMBG Investment Advisors
Florida
– -$4.65M -133,500 Closed
HSBC Holdings
981
HSBC Holdings
United Kingdom
– -$4.43M -127,182 Closed
WAP
982
Wealthcare Advisory Partners
Pennsylvania
– -$4.06M -116,696 Closed
FIM
983
Freedom Investment Management
Connecticut
– -$3.93M -112,819 Closed
WF
984
Welch & Forbes
Massachusetts
– -$3.42M -98,369 Closed
PWP
985
Personal Wealth Partners
Minnesota
– -$3M -86,142 Closed
PRA
986
Pine Ridge Advisers
New York
– -$2.44M -70,150 Closed
EDRH
987
Edmond de Rothschild Holding
Switzerland
– -$2.39M -68,550 Closed
RDWM
988
Red Door Wealth Management
Tennessee
– -$2.16M -61,908 Closed
GVAG
989
Great Valley Advisor Group
Delaware
– -$2.06M -59,125 Closed
FFM
990
Fullerton Fund Management
Singapore
– -$2.03M -58,317 Closed
FFG
991
Ford Financial Group
California
– -$2.02K -57,993 Closed
CF
992
Centaurus Financial
California
– -$1.99M -57,163 Closed
Rafferty Asset Management
993
Rafferty Asset Management
New York
– -$1.96M -56,314 Closed
PIA
994
Perennial Investment Advisors
California
– -$1.72M -49,398 Closed
IAA
995
Independent Advisor Alliance
North Carolina
– -$1.5M -42,938 Closed
RF
996
Resolute Financial
Massachusetts
– -$1.49M -42,776 Closed
TPWM
997
Twelve Points Wealth Management
Massachusetts
– -$1.42M -40,897 Closed
SFFS
998
Stonehage Fleming Financial Services
Jersey
– -$1.42M -40,791 Closed
BWP
999
Baldwin Wealth Partners
Massachusetts
– -$1.32M -37,780 Closed
GI
1000
Glovista Investments
New Jersey
– -$1.25M -36,135 Closed
38 39
40
41 42