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iShares Gold Trust
IAU

Overview Fund Activity

977 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 276 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+102
Holders Change %
+11.66%
% of All Funds
15.09%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.56%
New
176
Increased
276
Reduced
339
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$300M
2
Jane Street
Jane Street
New York
$155M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.38B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$41.2M
5
CSIA
Charles Schwab Investment Advisory
California
$727M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
3
HNB
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Mosaic Advisors
Texas
$4.98M +$110K +3,163 +2%
JCM
252
J2 Capital Management
Michigan
$4.92M +$4.92M +141,247 New
MIC
253
Meridian Investment Counsel
California
$4.9M -$80.1K -2,301 -2%
MWM
254
Maltin Wealth Management
New Jersey
$4.87M +$418 +12 +0%
MWM
255
Moulton Wealth Management
Washington
$4.84M -$2.01M -58,362 -29%
CB
256
Commerce Bank
Missouri
$4.79M +$50.3K +1,445 +1%
ACA
257
Ackerman Capital Advisors
Texas
$4.75M +$4.38M +125,709 +1,158%
MIA
258
MMBG Investment Advisors
Florida
$4.65M +$4.65M +133,500 New
USAA
259
United Services Automobile Association
Texas
$4.64M -$1.08M -31,009 -19%
PHS
260
Pekin Hardy Strauss
Illinois
$4.6M +$4K +115 +0.1%
NA
261
NewEdge Advisors
Louisiana
$4.51M +$3.71M +106,673 +469%
BFP
262
Briaud Financial Planning
Texas
$4.47M +$122K +3,500 +3%
NC
263
NewSquare Capital
Pennsylvania
$4.45M +$239K +6,866 +6%
HSBC Holdings
264
HSBC Holdings
United Kingdom
$4.43M -$1.01K -29 -0%
VCM
265
Versant Capital Management
Arizona
$4.35M -$13.5K -389 -0.3%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$4.31M -$285K -8,195 -6%
SAMC
267
Spectrum Asset Management (California)
California
$4.31M +$305K +8,758 +8%
WFG
268
Wills Financial Group
Virginia
$4.26M +$33.4K +960 +0.8%
TW
269
TrinityPoint Wealth
Connecticut
$4.25M -$1.31M -37,679 -24%
SC
270
Sepio Capital
Utah
$4.14M -$588K -16,882 -12%
AAP
271
Arax Advisory Partners
Colorado
$4.14M -$134K -3,849 -3%
Cohen & Steers
272
Cohen & Steers
New York
$4.09M +$574K +16,500 +16%
VCM
273
Vivaldi Capital Management
Illinois
$4.07M -$326K -9,370 -7%
IC
274
Inscription Capital
Texas
$4.07M +$980K +28,165 +32%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$4.06M -$886K -25,452 -18%
9 10
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