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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 %
PFO
301
Pathstone Family Office
New Jersey
$3.59M +$1.74M +49,942 +94%
IA
302
IFP Advisors
Florida
$3.53M +$137K +3,909 +4%
HFM
303
Harvest Fund Management
China
$3.53M -$13.8K -399 -0.4%
DA
304
DCF Advisers
Connecticut
$3.48M – – –
WF
305
Welch & Forbes
Massachusetts
$3.42M +$123K +3,527 +4%
OFW
306
Omnia Family Wealth
Florida
$3.39M +$22.2K +637 +0.7%
KWA
307
Kellett Wealth Advisors
Ohio
$3.37M +$3.37M +96,880 New
ZCM
308
Ziegler Capital Management
Illinois
$3.37M – – –
CL
309
COWA LLC
Oklahoma
$3.3M -$214K -6,146 -6%
HW
310
Hamilton Wealth
California
$3.29M -$133K -3,828 -4%
CCG
311
Cypress Capital Group
Florida
$3.28M +$2.52M +72,493 +333%
CGA
312
Crescent Grove Advisors
Illinois
$3.27M -$332K -9,540 -9%
WA
313
Wealth Alliance
New York
$3.26M -$2.82K -81 -0.1%
AAS
314
Avantax Advisory Services
Texas
$3.24M -$328K -9,417 -9%
SW
315
SVB Wealth
Massachusetts
$3.22M +$39.6K +1,139 +1%
WP
316
Wealthspan Partners
Iowa
$3.18M +$3.18M +91,301 New
MCC
317
Money Concepts Capital
Florida
$3.14M +$3.14M +90,104 New
AI
318
Atria Investments
North Carolina
$3.12M -$154K -4,422 -5%
EC
319
Estate Counselors
Wisconsin
$3.07M -$26.5K -760 -0.9%
GSEP
320
Golden State Equity Partners
California
$3.05M +$985K +28,292 +48%
EPM
321
Elm Partners Management
Pennsylvania
$3.03M – – –
DFA
322
Delta Financial Advisors
Louisiana
$3.03M -$15.2K -437 -0.5%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$3.01M – – –
PWP
324
Personal Wealth Partners
Minnesota
$3M -$1.56M -44,949 -34%
MCM
325
Mengis Capital Management
Oregon
$2.93M -$20.9K -600 -0.7%
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