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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 %
WSTAM
326
Wilbanks Smith & Thomas Asset Management
Virginia
$2.93M -$36.4K -1,047 -1%
FC
327
Ferris Capital
Massachusetts
$2.91M -$131K -3,762 -4%
SIA
328
Sage Investment Advisers
New York
$2.88M +$2.88M +82,680 New
CUAMC
329
China Universal Asset Management Company
China
$2.87M +$2.87M +82,500 New
SHWM
330
Silicon Hills Wealth Management
Texas
$2.85M -$1.77M -50,931 -38%
WC
331
Weil Company
California
$2.81M -$1.74M -50,121 -38%
US Bancorp
332
US Bancorp
Minnesota
$2.77M +$351K +10,087 +15%
ICP
333
Interchange Capital Partners
Pennsylvania
$2.76M +$2.23M +64,026 +417%
FA
334
Fermata Advisors
California
$2.68M -$819K -23,514 -23%
ASFA
335
All Season Financial Advisors
Colorado
$2.62M -$82.2K -2,363 -3%
WP
336
WMS Partners
Maryland
$2.62M -$34.8K -1,000 -1%
MAS
337
Madden Advisory Services
Florida
$2.58M +$286K +8,226 +12%
GAM
338
Gould Asset Management
California
$2.58M +$6.79K +195 +0.3%
GT
339
Glenmede Trust
Pennsylvania
$2.56M +$51.5K +1,480 +2%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$2.55M +$2.55M +73,298 New
PIMG
341
Patriot Investment Management Group
Tennessee
$2.55M – – –
PP
342
Prudential plc
United Kingdom
$2.55M +$952K +27,330 +60%
AFO
343
Allie Family Office
Florida
$2.53M +$2.53M +72,720 New
CW
344
CreativeOne Wealth
Kansas
$2.51M -$385K -11,066 -13%
SCA
345
Spearhead Capital Advisors
Florida
$2.48M +$826K +23,736 +50%
IWC
346
Integrated Wealth Concepts
Massachusetts
$2.47M -$67.8K -1,948 -3%
BEI
347
Benjamin Edwards Inc
Missouri
$2.45M +$478K +13,716 +24%
CCA
348
Cobblestone Capital Advisors
New York
$2.44M -$13K -373 -0.5%
PRA
349
Pine Ridge Advisers
New York
$2.44M +$2.44M +70,150 New
AWM
350
Apollon Wealth Management
South Carolina
$2.44M +$1.54M +44,096 +171%
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