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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 %
TF
126
TIAA FSB
Florida
$17M -$10.4M -304,498 -38%
QC
127
Quent Capital
New York
$16.9M -$962K -28,052 -5%
AC
128
Allstate Corporation
Illinois
$16.6M – – –
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$16.5M +$1.22M +35,700 +8%
CAN
130
Cetera Advisor Networks
California
$16.5M +$4.26M +124,059 +35%
TFCP
131
Twin Focus Capital Partners
Massachusetts
$16.3M -$203K -5,909 -1%
TCCM
132
Timber Creek Capital Management
Massachusetts
$16.1M -$29.4K -857 -0.2%
NA
133
Nottingham Advisors
New York
$16M +$11.1M +324,628 +222%
FCM
134
Fourpath Capital Management
Oklahoma
$15.9M -$241K -7,012 -1%
NAM
135
NorthCrest Asset Manangement
Minnesota
$15.9M +$15.9M +462,699 New
DADC
136
D.A. Davidson & Co
Montana
$15.7M +$769K +22,400 +5%
Goldman Sachs
137
Goldman Sachs
New York
$15.5M +$787K +22,924 +5%
FA
138
FDx Advisors
Illinois
$15.4M -$1.92M -55,882 -11%
LWA
139
Lowe Wealth Advisors
Maryland
$15.3M -$54.1K -1,576 -0.4%
Prudential Financial
140
Prudential Financial
New Jersey
$15M +$12.3M +356,400 +456%
SRC
141
Sage Rhino Capital
California
$14.1M -$63.7K -1,858 -0.5%
APA
142
American Portfolios Advisors
New York
$13.7M +$999K +29,117 +8%
RCA
143
Resonant Capital Advisors
Wisconsin
$13.6M -$799K -23,292 -6%
QIM
144
Quest Investment Management
Oregon
$13.6M – – –
MIA
145
MainStreet Investment Advisors
Illinois
$13.3M -$4.27M -124,468 -24%
SS
146
Sunbelt Securities
Texas
$13.3M +$1.63M +47,417 +14%
KAS
147
Kestra Advisory Services
Texas
$13.2M +$296K +8,641 +2%
IA
148
IFP Advisors
Florida
$13.2M – – –
SC
149
Sagil Capital
United Kingdom
$13M +$13M +380,000 New
SL
150
Systelligence LLC
Minnesota
$12.9M -$683K -19,911 -5%
4 5
6
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