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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 %
RFO
276
RiverGlades Family Offices
Florida
$3.5M +$28.8K +863 +0.8%
SBH
277
Segall Bryant & Hamill
Illinois
$3.47M -$61.4K -1,837 -2%
RCM
278
Regency Capital Management
Hawaii
$3.47M +$517K +15,469 +18%
ANTB
279
AMG National Trust Bank
Colorado
$3.46M +$214K +6,420 +7%
CGA
280
Crescent Grove Advisors
Illinois
$3.45M -$146K -4,355 -4%
BC
281
Brio Consultants
California
$3.45M +$357K +10,678 +12%
AAS
282
Avantax Advisory Services
Texas
$3.43M +$95.2K +2,848 +3%
HFM
283
Harvest Fund Management
China
$3.42M +$234K +6,999 +7%
OC
284
Oppenheimer & Co
New York
$3.41M -$1.39M -41,677 -29%
PHAM
285
Palisades Hudson Asset Management
Florida
$3.41M – – –
MA
286
MBA Advisors
Pennsylvania
$3.4M +$226K +6,761 +7%
SCI
287
Stableford Capital II
Arizona
$3.38M -$32.9K -963 -1%
Cohen & Steers
288
Cohen & Steers
New York
$3.38M +$755K +22,600 +29%
CL
289
COWA LLC
Oklahoma
$3.37M -$832K -24,914 -20%
FA
290
Fermata Advisors
California
$3.36M -$359K -10,731 -10%
DA
291
DCF Advisers
Connecticut
$3.34M – – –
AIM
292
Alhambra Investment Management
Florida
$3.32M -$1.66M -49,709 -33%
HW
293
Hamilton Wealth
California
$3.29M +$221K +6,616 +7%
IA
294
IFP Advisors
Florida
$3.24M -$673K -20,056 -17%
ZCM
295
Ziegler Capital Management
Illinois
$3.23M – – –
OFW
296
Omnia Family Wealth
Florida
$3.23M -$936 -28 -0%
ASN
297
Advisory Services Network
Georgia
$3.2M -$5.82M -174,235 -65%
EWM
298
Executive Wealth Management
Michigan
$3.19M +$65.9K +1,973 +2%
WF
299
Welch & Forbes
Massachusetts
$3.17M -$36.2K -1,083 -1%
AI
300
Atria Investments
North Carolina
$3.15M +$524K +15,681 +20%
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12
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