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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 %
SAM
1001
Strategic Asset Management
Minnesota
$1K +$1K +40 New
AR
1002
Apeiron RIA
Texas
$469 +$469 +24,274 New
IAIM
1003
International Assets Investment Management
Florida
$265 +$64 +1,865 +32%
BRWM
1004
B. Riley Wealth Management
Tennessee
$229 +$229 +6,663 New
RIM
1005
Rockbridge Investment Management
New York
$206 – – –
Jane Street
1006
Jane Street
New York
– -$10.8M -292,228 Closed
AFWM
1007
AMJ Financial Wealth Management
Virginia
– -$10.5M -283,755 Closed
CFG
1008
CMC Financial Group
Georgia
– -$8.6M -240,989 Closed
XS
1009
XR Securities
Illinois
– -$5.8M -157,410 Closed
EAM
1010
Evanson Asset Management
California
– -$5.4M -146,667 Closed
TSS
1011
Two Sigma Securities
New York
– -$3.6M -97,681 Closed
QAM
1012
Q3 Asset Management
Michigan
– -$3.15M -85,563 Closed
Lazard Asset Management
1013
Lazard Asset Management
New York
– -$2.48M -67,252 Closed
HCM
1014
HMS Capital Management
Tennessee
– -$2.44M -66,186 Closed
NCA
1015
New Century Advisors
Maryland
– -$2.1M -56,975 Closed
CIAS
1016
CFS Investment Advisory Services
New Jersey
– -$1K -48,689 Closed
TPA
1017
Trivium Point Advisory
Connecticut
– -$1.68M -45,920 Closed
WEPOG
1018
Wealth Enhancement & Preservation of GA
Georgia
– -$1.42M -38,535 Closed
ASFA
1019
All Season Financial Advisors
Colorado
– -$1.35M -36,702 Closed
HT
1020
HAP Trading
New York
– -$648K -17,596 Closed
Wolverine Trading
1021
Wolverine Trading
Illinois
– -$557K -15,149 Closed
NW
1022
NewEdge Wealth
Pennsylvania
– -$516K -14,000 Closed
NEWAS
1023
N.E.W. Advisory Services
Wisconsin
– -$199K -12,189 Closed
BRC
1024
Bell Rock Capital
Delaware
– -$438K -11,705 Closed
BFA
1025
Bragg Financial Advisors
North Carolina
– -$361K -9,809 Closed
39 40
41
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