IAU icon

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
Sumitomo Mitsui Trust Group
Japan
$997M
2
LPL Financial
LPL Financial
California
$219M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.48B
4
PCP
Proficio Capital Partners
Massachusetts
$88M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$31.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.59M
2
Charles Schwab
Charles Schwab
California
$142M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
4
UBS Group
UBS Group
Switzerland
$275M
5
BA
Bridgewater Associates
Connecticut
$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
BOK Financial
Oklahoma
$12.9M +$285K +8,303 +2%
MWA
152
Meridian Wealth Advisors
Texas
$12.8M +$406K +11,844 +3%
OAM
153
Oppenheimer Asset Management
New York
$12.7M -$168K -4,888 -1%
VCM
154
Vision Capital Management
Oregon
$12.6M +$128K +3,725 +1%
AWS
155
Atria Wealth Solutions
New York
$12.5M +$2.48M +72,353 +25%
OPCM
156
Osborne Partners Capital Management
California
$12.3M -$545K -15,879 -4%
Comerica Bank
157
Comerica Bank
Texas
$12M +$11.7M +358,587 +3,624%
LPWM
158
Lake Point Wealth Management
Texas
$11.8M -$882K -25,717 -7%
ARMC
159
American Research & Management Company
Massachusetts
$11.6M -$255K -7,437 -2%
LFA
160
Legend Financial Advisors
Pennsylvania
$11.5M -$10.9M -317,255 -49%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$11.3M -$53.4K -1,556 -0.5%
CPWMP
162
Cardinal Point Wealth Management Partners
California
$11.3M -$280K -8,174 -2%
Cohen & Steers
163
Cohen & Steers
New York
$11.2M +$5.19M +151,154 +87%
FTS
164
Fifth Third Securities
Ohio
$11.1M +$11.1M +324,592 New
AIS
165
American Investment Services
Massachusetts
$11.1M -$266K -7,748 -2%
Bank of Nova Scotia
166
Bank of Nova Scotia
Ontario, Canada
$11M +$10.3M +299,361 +1,359%
STA
167
Summit Trail Advisors
New York
$11M +$11M +320,948 New
HNB
168
Huntington National Bank
Ohio
$11M -$14.5M – –
ST
169
Sentinel Trust
Texas
$10.9M -$31.2K -908 -0.3%
FA
170
Faithward Advisors
Pennsylvania
$10.9M -$62.4K -1,819 -0.6%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$10.9M -$914K -26,645 -8%
IIC
172
Integrated Investment Consultants
Michigan
$10.8M -$1.71M -49,931 -14%
BL
173
BFSG LLC
California
$10.7M -$5.36M -156,105 -33%
CGPCS
174
Capital Group Private Client Services
California
$10.4M +$79.9K +2,330 +0.8%
MCM
175
Morton Capital Management
California
$10.4M -$97.3K -2,837 -0.9%
5 6
7
8 9