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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 %
MAWCM
976
Mine & Arao Wealth Creation & Management
California
$5K – – –
SWA
977
SOA Wealth Advisors
New York
$5K – – –
BDWM
978
Brewin Dolphin Wealth Management
Ireland
$5K – – –
HCM
979
Highlander Capital Management
New Jersey
$4K – – –
BCA
980
Bray Capital Advisors
Florida
$4K – – –
BSB
981
Bangor Savings Bank
Maine
$4K +$4K +110 New
CCM
982
Chilton Capital Management
Texas
$4K +$4K +117 New
TFP
983
Tilia Fiduciary Partners
North Carolina
$3K -$86 -3 -3%
FCG
984
Financial Connections Group
California
$3K – – –
APW
985
Axim Planning & Wealth
Ohio
$3K +$3K +96 New
FGAM
986
Financial Gravity Asset Management
Texas
$2.25K -$198 -15 -8%
KA
987
Kozak & Associates
Colorado
$2K -$2.68K -95 -57%
SCA
988
Stonebridge Capital Advisors
Minnesota
$2K – – –
HWM
989
HighMark Wealth Management
Minnesota
$2K – – –
DWA
990
Delos Wealth Advisors
Texas
$2K – – –
GEA
991
Glen Eagle Advisors
New Jersey
$1.72K – – –
BPC
992
Banque Pictet & Cie
Switzerland
$1.2K – – –
RCM
993
Raleigh Capital Management
North Carolina
$1K – – –
JWM
994
Janiczek Wealth Management
Colorado
$1K – – –
RCM
995
Rain Capital Management
Oregon
$1K – – –
SIAP
996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
GTAM
997
Global Trust Asset Management
Florida
$1K – – –
CA
998
Crewe Advisors
Utah
$1K – – –
HCP
999
Hexagon Capital Partners
Arkansas
$1K – – –
AWM
1000
Activest Wealth Management
Florida
$1K +$909 +30 +1,000%
38 39
40
41 42