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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
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 %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$10.3M +$10.3M +298,625 New
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$10.3M +$10.3M +300,000 New
FNBT
178
FineMark National Bank & Trust
Florida
$10.3M +$853K +24,850 +9%
HCM
179
Howland Capital Management
Massachusetts
$10.1M +$439K +12,795 +5%
KC
180
Kingfisher Capital
North Carolina
$10.1M +$205K +5,961 +2%
MA
181
Modus Advisors
Minnesota
$9.98M -$71K -2,069 -0.7%
NPP
182
New Potomac Partners
Maryland
$9.47M +$86.1K +2,510 +0.9%
CAL
183
Capital Analysts LLC
Pennsylvania
$9.38M +$182K +5,314 +2%
LCM
184
LVM Capital Management
Michigan
$9.38M +$383K +11,172 +4%
SFP
185
Sterling Financial Planning
New Jersey
$9.35M +$88.9K +2,590 +1%
CWM
186
Chemistry Wealth Management
New York
$9.28M +$383K +11,167 +4%
NLP
187
Next Level Private
New York
$9.28M +$9.28M +270,384 New
BHWA
188
Beacon Harbor Wealth Advisors
Virginia
$9.27M +$41.1K +1,198 +0.4%
FSA
189
Financial Sense Advisors
California
$9.13M +$9.13M +266,084 New
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$9.11M -$3.86M -112,619 -30%
CBA
191
Coastal Bridge Advisors
Connecticut
$9.08M -$3.26M -94,875 -26%
MNG
192
Manning & Napier Group
New York
$9.06M -$8.8M – –
TF
193
Trek Financial
Arizona
$8.93M -$709K -20,671 -7%
LG
194
Leuthold Group
Minnesota
$8.93M -$37.9K -1,106 -0.4%
JFA
195
JNBA Financial Advisors
Minnesota
$8.76M -$1.62M -47,143 -16%
FPCM
196
Financial Partners Capital Management
New York
$8.71M -$4.35M -126,796 -33%
SCP
197
Silverleafe Capital Partners
Tennessee
$8.52M +$8.08M +235,350 +1,803%
SIAG
198
Signet Investment Advisory Group
Rhode Island
$8.45M -$75.9K -2,211 -0.9%
SC
199
Sinecera Capital
Texas
$8.37M -$93.8K -2,735 -1%
TWM
200
TMD Wealth Management
Arizona
$8.35M -$495K -14,441 -6%
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