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iShares Gold Trust
IAU

Overview Fund Activity

959 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 357 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
-18
Holders Change %
-1.84%
% of All Funds
15.18%
Holding in Top 10
116
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+14.85%
% of All Funds
1.84%
New
126
Increased
357
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$256M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$139M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
PA
4
PFG Advisors
Arizona
$83.6M
5
MB
5
Mizuho Bank
Japan
$73.7M

Top Sellers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$0
2
LPL Financial
2
LPL Financial
California
$0
3
Jane Street
3
Jane Street
New York
$10.8M
4
CP
4
Castleview Partners
Texas
$1.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
201
Sigma Investment Counselors
Michigan
$7.86M +$196K +5,316 +3%
CT
202
Cambridge Trust
Massachusetts
$7.84M -$22.3M -606,218 -74%
SC
203
Scotia Capital
Ontario, Canada
$7.71M +$5.72M +155,299 +287%
SPIA
204
Steward Partners Investment Advisory
New York
$7.42M +$199K +5,413 +3%
PP
205
Prudential plc
United Kingdom
$7.4M +$4.7M +127,670 +175%
BWP
206
BSW Wealth Partners
Colorado
$7.32M +$110K +3,000 +2%
SPC
207
Sigma Planning Corp
Michigan
$7.15M +$1.1M +29,977 +18%
CHAM
208
Clear Harbor Asset Management
Connecticut
$7.13M +$849K +23,065 +14%
FT
209
Fiduciary Trust
Massachusetts
$7.09M -$217K -5,905 -3%
EW
210
Evoke Wealth
California
$6.98M -$37 -1 -0%
EPM
211
Elm Partners Management
Pennsylvania
$6.97M +$3.76M +102,142 +117%
SB
212
Simmons Bank
Arkansas
$6.87M -$1.73M -47,071 -20%
AWM
213
Axxcess Wealth Management
California
$6.75M -$220K -5,968 -3%
NAM
214
NTV Asset Management
West Virginia
$6.74M +$70.7K +1,920 +1%
VCM
215
Vivaldi Capital Management
Illinois
$6.71M +$2.69M +78,105 +67%
IWP
216
Insight Wealth Partners
Texas
$6.66M +$44.7K +1,214 +0.7%
BRWA
217
B. Riley Wealth Advisors
Florida
$6.62M -$1.92M -52,130 -22%
WWP
218
WR Wealth Planners
Missouri
$6.62M +$6.62M +179,723 New
GI
219
GAMCO Investors
Connecticut
$6.55M -$9.21K -250 -0.1%
Cohen & Steers
220
Cohen & Steers
New York
$6.43M +$2.1M +57,054 +49%
SCA
221
Spearhead Capital Advisors
Florida
$6.43M +$3.8M +103,128 +144%
FIA
222
Foundations Investment Advisors
Arizona
$6.37M +$368K +9,809 +6%
OIS
223
Okabena Investment Services
Minnesota
$6.34M +$6.34M +172,223 New
PPA
224
Parametric Portfolio Associates
Washington
$6.32M +$270K +7,326 +4%
BP
225
Ballentine Partners
Massachusetts
$6.22M +$55.9K +1,517 +0.9%
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