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iShares Gold Trust
IAU

Overview Fund Activity

875 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 316 increasing their positions, 278 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.37%
Holding in Top 10
102
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.03%
% of All Funds
1.79%
New
98
Increased
316
Reduced
278
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
2
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
HNB
5
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
226
Hatton Consulting
Arizona
$5.34M +$150K +4,480 +3%
CWM
227
Cranbrook Wealth Management
Michigan
$5.25M +$165K +4,925 +3%
FIA
228
Foundations Investment Advisors
Arizona
$5.25M +$622K +18,565 +13%
DAS
229
Dynamic Advisor Solutions
Arizona
$5.17M -$1.14M -34,254 -18%
BAM
230
Belpointe Asset Management
Nevada
$5.09M +$159K +4,747 +3%
SAA
231
Southeast Asset Advisors
Georgia
$5.07M – – –
Bessemer Group
232
Bessemer Group
New Jersey
$5.06M +$40.9K +1,223 +0.8%
FCIM
233
Fairview Capital Investment Management
California
$5.04M -$35.9K -1,076 -0.7%
SPC
234
Sigma Planning Corp
Michigan
$4.99M +$156K +4,684 +3%
EFM
235
E Fund Management
China
$4.94M +$4.94M +147,931 New
PC
236
Permanens Capital
New York
$4.85M -$170K -5,075 -3%
ACP
237
Aveo Capital Partners
Colorado
$4.84M +$158K +4,738 +3%
SFS
238
Sowell Financial Services
Arkansas
$4.83M +$1.23M +36,807 +34%
SCA
239
Strategic Capital Advisers
Colorado
$4.82M – – –
IC
240
Iconiq Capital
California
$4.81M -$5.87M -175,697 -55%
LCAM
241
London & Capital Asset Management
United Kingdom
$4.79M +$241K +7,215 +5%
MIC
242
Meridian Investment Counsel
California
$4.78M +$489K +14,629 +11%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$4.75M -$10.2M -305,543 -68%
MWM
244
Maltin Wealth Management
New Jersey
$4.68M -$39.9K -1,194 -0.8%
MA
245
Mosaic Advisors
Texas
$4.67M +$47.9K +1,433 +1%
CST
246
Charles Schwab Trust
Nevada
$4.63M +$420K +12,573 +10%
CB
247
Commerce Bank
Missouri
$4.55M -$90.2K -2,700 -2%
SC
248
Sepio Capital
Utah
$4.54M -$3.59M -107,373 -44%
SHWM
249
Silicon Hills Wealth Management
Texas
$4.44M -$4.02M -120,165 -48%
PHS
250
Pekin Hardy Strauss
Illinois
$4.41M -$22.8K -683 -0.5%
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