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

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
Alaska Permanent Fund
Alaska
$0
5
HNB
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
301
Cardan Capital Partners
Colorado
$3.15M +$31.4K +939 +1%
WA
302
Wealth Alliance
New York
$3.13M -$902 -27 -0%
FC
303
Ferris Capital
Massachusetts
$3.09M +$3.09M +87,217 New
SW
304
SVB Wealth
Massachusetts
$3.05M -$6.65K -199 -0.2%
EC
305
Estate Counselors
Wisconsin
$2.97M -$1.75M -52,450 -37%
IC
306
Inscription Capital
Texas
$2.97M +$2.4M +71,832 +424%
LWM
307
Liberty Wealth Management
California
$2.93M -$544K -16,250 -16%
DFA
308
Delta Financial Advisors
Louisiana
$2.92M -$38K -1,137 -1%
EPM
309
Elm Partners Management
Pennsylvania
$2.91M – – –
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$2.89M – – –
WSTAM
311
Wilbanks Smith & Thomas Asset Management
Virginia
$2.84M +$2.24M +67,025 +371%
MCM
312
Mengis Capital Management
Oregon
$2.83M -$20K -600 -0.7%
CW
313
CreativeOne Wealth
Kansas
$2.77M +$135K +4,032 +5%
WDC
314
Woodward Diversified Capital
California
$2.72M -$166K -4,982 -6%
RFC
315
Regions Financial Corp
Alabama
$2.68M +$2.68M +80,141 New
UB
316
UMB Bank
Missouri
$2.65M +$76.5K +2,290 +3%
SC
317
Scotia Capital
Ontario, Canada
$2.64M +$128K +3,827 +5%
ASFA
318
All Season Financial Advisors
Colorado
$2.59M -$271K -8,125 -9%
AIP
319
Almanack Investment Partners
Pennsylvania
$2.56M +$189K +5,663 +8%
WP
320
WMS Partners
Maryland
$2.54M +$434K +13,000 +21%
TSS
321
Two Sigma Securities
New York
$2.53M +$1.81M +54,153 +250%
HI
322
Harbour Investments
Wisconsin
$2.51M -$69.1K -2,067 -3%
CG
323
Colony Group
Massachusetts
$2.51M +$28.4K +850 +1%
AP
324
Americana Partners
Texas
$2.49M +$221K +6,606 +10%
FMN
325
Financial Management Network
California
$2.48M -$2.93K -87 -0.1%
11 12
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