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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 %
GAM
326
Gould Asset Management
California
$2.47M +$40.3K +1,205 +2%
AWA
327
Arkadios Wealth Advisors
Georgia
$2.46M +$170K +5,088 +7%
PIMG
328
Patriot Investment Management Group
Tennessee
$2.45M – – –
IWC
329
Integrated Wealth Concepts
Massachusetts
$2.44M +$165K +4,938 +7%
GT
330
Glenmede Trust
Pennsylvania
$2.41M +$2.74K +82 +0.1%
UCFA
331
United Capital Financial Advisors
Texas
$2.37M +$279K +8,355 +13%
CCA
332
Cobblestone Capital Advisors
New York
$2.36M -$100 -3 -0%
WTC
333
WhitTier Trust Company
Nevada
$2.33M -$33.4K -1,000 -1%
First Manhattan
334
First Manhattan
New York
$2.32M +$17.9K +536 +0.8%
US Bancorp
335
US Bancorp
Minnesota
$2.32M -$109K -3,261 -4%
CS
336
Comerica Securities
Michigan
$2.31M +$117K +3,516 +5%
FSA
337
Financial Sense Advisors
California
$2.28M -$52.2K -1,563 -2%
DI
338
DFPG Investments
Utah
$2.26M -$10.4K -305 -0.5%
WA
339
WBH Advisory
Maryland
$2.26M -$144K -4,312 -6%
VWA
340
Visionary Wealth Advisors
Illinois
$2.25M -$510K -15,269 -19%
NAM
341
Nissay Asset Management
Japan
$2.23M – – –
EDRH
342
Edmond de Rothschild Holding
Switzerland
$2.23M -$102K -3,050 -4%
CCA
343
Cadent Capital Advisors
Oklahoma
$2.21M -$115K -3,449 -5%
LNWTC
344
Laird Norton Wetherby Trust Company
Washington
$2.2M +$18.4K +550 +0.8%
MAS
345
Madden Advisory Services
Florida
$2.2M +$159K +4,745 +8%
GVAG
346
Great Valley Advisor Group
Delaware
$2.19M +$292K +8,747 +15%
DL
347
DOHJ LLC
Washington
$2.18M -$34.1K -1,005 -2%
RDWM
348
Red Door Wealth Management
Tennessee
$2.17M -$749K -22,426 -26%
OCM
349
One Capital Management
California
$2.17M +$14.9K +446 +0.7%
VHAM
350
Van Hulzen Asset Management
California
$2.14M +$2.14M +63,924 New
12 13
14
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