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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 %
PHIMC
201
Private Harbour Investment Management & Counsel
Ohio
$8.24M -$65.7K -1,915 -0.8%
VCM
202
Verger Capital Management
North Carolina
$8.21M +$78.9K +2,300 +1%
PAG
203
Private Advisor Group
New Jersey
$8.05M +$8.05M +234,566 New
WLIM
204
White Lighthouse Investment Management
Massachusetts
$7.88M -$553K -16,109 -7%
HFA
205
Highland Financial Advisors
New Jersey
$7.79M +$7.79M +227,043 New
ULWM
206
Upper Left Wealth Management
Florida
$7.76M +$7.76M +226,023 New
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$7.62M +$3.9M +113,689 +105%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$7.59M -$125M -3,646,053 -94%
WC
209
Whitney & Co
New York
$7.56M -$59.1K -1,724 -0.8%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$7.49M +$28.1K +818 +0.4%
BL
211
BCWM LLC
Kansas
$7.44M -$3.48M -101,339 -32%
SC
212
Scotia Capital
Ontario, Canada
$7.4M +$216K +6,307 +3%
SIC
213
Sigma Investment Counselors
Michigan
$7.32M +$1.37K +40 +0%
SPIA
214
Steward Partners Investment Advisory
New York
$7.17M +$260K +7,587 +4%
FAT
215
First American Trust
California
$7.12M -$9.15M -266,782 -56%
FIA
216
Foundations Investment Advisors
Arizona
$7.09M +$1.47M +44,509 +26%
WFA
217
Wellspring Financial Advisors
Ohio
$6.98M -$2.62M -76,288 -27%
WAM
218
Wallington Asset Management
Indiana
$6.97M -$893K -26,023 -11%
ERSOT
219
Employees Retirement System of Texas
Texas
$6.97M +$1.41M +41,000 +25%
AFA
220
AllGen Financial Advisors
Florida
$6.86M +$6.86M +212,570 New
LIM
221
Leavell Investment Management
Alabama
$6.75M +$6.75M +196,598 New
AWM
222
AE Wealth Management
Kansas
$6.69M -$854K -24,882 -11%
ACP
223
Aveo Capital Partners
Colorado
$6.63M +$959K +27,949 +17%
SAMC
224
Spectrum Asset Management (California)
California
$6.52M +$2.16M +63,076 +50%
EW
225
Evoke Wealth
California
$6.5M +$1.58K +46 +0%
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