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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 %
NCM
101
Narwhal Capital Management
Georgia
$23.2M +$587K +17,101 +3%
AWA
102
Amplius Wealth Advisors
Pennsylvania
$23.1M -$8.1M -236,007 -26%
MML Investors Services
103
MML Investors Services
Massachusetts
$23M +$1.76M +51,271 +8%
EH
104
Equitable Holdings
New York
$22.5M +$1.24M +36,171 +6%
SPIA
105
Strategic Point Investment Advisors
Rhode Island
$21.9M +$137K +3,984 +0.6%
GMA
106
Goldstein Munger & Associates
California
$21.8M +$3.03M +88,360 +16%
CSIA
107
Carl Stuart Investment Advisor
Texas
$21.7M +$5.29K +160 +0%
CCM
108
Covington Capital Management
California
$21.6M +$144K +4,189 +0.7%
PC
109
Permanens Capital
New York
$21.2M +$12M +349,515 +130%
ETC
110
Exchange Traded Concepts
Oklahoma
$20.8M +$20.8M +607,596 New
CA
111
Cambridge Associates
Massachusetts
$19.8M +$679K +19,799 +4%
VC
112
Vicus Capital
Pennsylvania
$19.8M +$18.4M +535,874 +1,341%
William Blair & Company
113
William Blair & Company
Illinois
$19.7M +$3.66M +106,734 +23%
ST
114
Spinnaker Trust
Maine
$19.5M -$584K -17,031 -3%
ECG
115
EPIQ Capital Group
California
$19.3M -$298K -8,695 -2%
NYLIM
116
New York Life Investment Management
New York
$19.1M +$19.1M +556,519 New
GJIC
117
Gamble Jones Investment Counsel
California
$18.8M -$28.6K -835 -0.2%
KWILP
118
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.5M – – –
TWC
119
TD Waterhouse Canada
Ontario, Canada
$18.4M +$479K +11,577 +3%
SFG
120
Sowa Financial Group
Rhode Island
$18.2M +$57.9K +1,687 +0.3%
NW
121
Naviter Wealth
Arkansas
$17.7M -$1.61M -47,036 -8%
PI
122
Parkside Investments
Illinois
$17.3M -$4.63M -134,824 -21%
KFP
123
KB Financial Partners
New Jersey
$17.1M -$338K -9,852 -2%
CIM
124
Confluence Investment Management
Missouri
$17M +$641K +18,678 +4%
SPF
125
Steven Patrick Farmer
$17M +$17M +495,243 New
3 4
5
6 7