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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 %
5L
1026
55I LLC
Massachusetts
– -$346K -9,402 Closed
IPW
1027
Inlet Private Wealth
Florida
– -$308K -8,365 Closed
ADL
1028
Asset Dedication LLC
California
– -$270K -7,326 Closed
TLCM
1029
Twin Lakes Capital Management
California
– -$268K -7,276 Closed
CAI
1030
Capital Advisors Inc
Oklahoma
– -$264K -7,173 Closed
RC
1031
RegentAtlantic Capital
New Jersey
– -$252K -6,843 Closed
EVM
1032
Eaton Vance Management
Massachusetts
– -$250K -6,793 Closed
DT
1033
Diversified Trust
Tennessee
– -$245K -6,650 Closed
LDFR
1034
Lehman & Derafelo Financial Resources
Pennsylvania
– -$241K -6,550 Closed
WIP
1035
WealthCare Investment Partners
Rhode Island
– -$244K -6,490 Closed
AWM
1036
Accurate Wealth Management
Florida
– -$238K -6,454 Closed
NPT
1037
Nixon Peabody Trust
Massachusetts
– -$236K -6,408 Closed
FANJ
1038
Financial Architects (New Jersey)
New Jersey
– -$229K -6,213 Closed
SIG
1039
Spinnaker Investment Group
California
– -$226K -6,204 Closed
DC
1040
Davenport & Co
Virginia
– -$217K -5,905 Closed
VFP
1041
Verus Financial Partners
Virginia
– -$217K -5,786 Closed
FHC
1042
First Heartland Consultants
Missouri
– -$212K -5,780 Closed
DWM
1043
Dakota Wealth Management
Florida
– -$213K -5,772 Closed
BI
1044
Blooom Inc
Kansas
– -$210K -5,732 Closed
RW
1045
RVW Wealth
California
– -$209K -5,673 Closed
KCM
1046
Kanawha Capital Management
Virginia
– -$209K -5,667 Closed
FAG
1047
Financial Advisory Group
Texas
– -$208K -5,660 Closed
MSWMA
1048
Market Street Wealth Management Advisors
Indiana
– -$206K -5,598 Closed
AFG
1049
Arkansas Financial Group
Arkansas
– -$205K -5,560 Closed
GGS
1050
Galvin Gaustad & Stein
Arizona
– -$203K -5,525 Closed
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