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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 %
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$4.41M +$738K +22,104 +20%
PWP
252
Personal Wealth Partners
Minnesota
$4.38M -$452K -13,537 -9%
WC
253
Weil Company
California
$4.38M -$931K -27,857 -18%
HSBC Holdings
254
HSBC Holdings
United Kingdom
$4.25M +$4.25M +127,211 New
VCM
255
Vivaldi Capital Management
Illinois
$4.22M -$17K -510 -0.4%
VCM
256
Versant Capital Management
Arizona
$4.19M +$237K +7,098 +6%
BFP
257
Briaud Financial Planning
Texas
$4.17M +$67.7K +2,027 +2%
AAP
258
Arax Advisory Partners
Colorado
$4.1M -$69.9K -2,093 -2%
WFG
259
Wills Financial Group
Virginia
$4.06M +$127K +3,805 +3%
GA
260
Gateway Advisory
New Jersey
$4.05M +$286K +8,560 +8%
NC
261
NewSquare Capital
Pennsylvania
$4.04M +$1.46M +43,746 +57%
KWM
262
Kingsview Wealth Management
Oregon
$3.97M -$841K -25,179 -17%
SAMC
263
Spectrum Asset Management (California)
California
$3.85M -$30K -899 -0.8%
GI
264
Glovista Investments
New Jersey
$3.84M -$5.88M -176,116 -61%
BP
265
Ballentine Partners
Massachusetts
$3.79M +$1.51M +45,126 +66%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$3.78M -$78.1K -2,338 -2%
OPS
267
Orion Portfolio Solutions
Nebraska
$3.72M +$11.9K +357 +0.3%
PWM
268
Perigon Wealth Management
California
$3.69M +$9.19K +275 +0.2%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$3.69M +$3.69M +110,379 New
PFM
270
Patton Fund Management
Texas
$3.66M +$1.54M +46,063 +73%
MAFM
271
Mid Atlantic Financial Management
Pennsylvania
$3.6M -$79.9K -2,393 -2%
AWP
272
Accretive Wealth Partners
New Jersey
$3.59M -$204K -6,120 -5%
LWM
273
Laidlaw Wealth Management
New York
$3.56M -$214K -6,404 -6%
AF
274
Advisornet Financial
Minnesota
$3.53M -$140K -4,194 -4%
RC
275
Roundview Capital
New Jersey
$3.52M -$2.67M -79,783 -43%
9 10
11
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