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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
+$210M
2
Jane Street
Jane Street
New York
+$144M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$37.4M
5
CSIA
Charles Schwab Investment Advisory
California
+$29M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$198M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$127M
3
HNB
Huntington National Bank
Ohio
-$103M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.4M
5
Bank of America
Bank of America
North Carolina
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
276
Stableford Capital II
Arizona
$4.03M +$569K +16,268 +16%
LWM
277
Laidlaw Wealth Management
New York
$4.02M +$309K +8,865 +8%
MAWAG
278
Mid-American Wealth Advisory Group
Missouri
$4.01M +$4.01M +115,281 New
GA
279
Gateway Advisory
New Jersey
$4.01M -$210K -6,024 -5%
EWM
280
Executive Wealth Management
Michigan
$3.98M +$660K +18,949 +20%
FIM
281
Freedom Investment Management
Connecticut
$3.93M +$3.93M +112,819 New
RCM
282
Regency Capital Management
Hawaii
$3.92M +$306K +8,797 +8%
IC
283
Iconiq Capital
California
$3.9M -$1.11M -31,789 -22%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$3.84M -$34.1K -996 -0.9%
BC
285
Brio Consultants
California
$3.83M +$231K +6,627 +6%
AF
286
Advisornet Financial
Minnesota
$3.8M +$118K +3,388 +3%
AIM
287
Alhambra Investment Management
Florida
$3.78M +$317K +9,108 +9%
AWP
288
Accretive Wealth Partners
New Jersey
$3.73M -$8.22K -236 -0.2%
OPS
289
Orion Portfolio Solutions
Nebraska
$3.72M -$158K -4,530 -4%
RFO
290
RiverGlades Family Offices
Florida
$3.69M +$44.4K +1,275 +1%
PWM
291
Perigon Wealth Management
California
$3.68M -$168K -4,835 -4%
MA
292
MBA Advisors
Pennsylvania
$3.67M +$131K +3,771 +4%
RC
293
Roundview Capital
New Jersey
$3.65M -$17.2K -495 -0.5%
Citadel Advisors
294
Citadel Advisors
Florida
$3.65M -$14M -402,981 -79%
KWM
295
Kingsview Wealth Management
Oregon
$3.65M -$490K -14,079 -12%
UB
296
UMB Bank
Missouri
$3.64M +$880K +25,294 +32%
VHAM
297
Van Hulzen Asset Management
California
$3.61M +$1.38M +39,749 +62%
PHAM
298
Palisades Hudson Asset Management
Florida
$3.61M +$50.8K +1,459 +1%
ANTB
299
AMG National Trust Bank
Colorado
$3.6M -$3.34K -96 -0.1%
PFM
300
Patton Fund Management
Texas
$3.59M -$227K -6,522 -6%
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