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iShares Gold Trust
IAU

879 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, 318 increasing their positions, 279 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $9.34M

21% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 81

14% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 279

3% more funds holding in top 10

Funds holding in top 10: 100 → 103 (+3)

1% more funds holding

Funds holding: 874 → 879 (+5)

0.13% more ownership

Funds ownership: 56.08% → 56.2% (+0.13%)

1% less capital invested

Capital invested by funds: $16.2B → $16B (-$207M)

Holders
879
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.39%
Holding in Top 10
103
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3%
% of All Funds
1.8%
New
98
Increased
318
Reduced
279
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$154M
2
Charles Schwab
Charles Schwab
California
+$140M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$88.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$88.3M
5
Temasek Holdings
Temasek Holdings
Singapore
+$87M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$243M
3
APF
Alaska Permanent Fund
Alaska
-$188M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$73.8M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$53.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
351
One Capital Management
California
$2.17M +$15.2K +446 +0.7%
VHAM
352
Van Hulzen Asset Management
California
$2.14M +$2.18M +63,924 New
SW
353
SlateStone Wealth
Florida
$2.13M -$10.3K -303 -0.5%
C
354
Certuity
Florida
$2.12M +$1.23M +35,981 +131%
JF
355
Jump Financial
Illinois
$2.11M +$1.07M +31,547 +100%
AA
356
Altman Advisors
Illinois
$2.1M +$2.11M +62,054 New
M
357
MOTCO
Texas
$2.1M +$19.8K +580 +0.9%
IC
358
IEQ Capital
California
$2.06M +$17.2K +504 +0.8%
TW
359
Towerpoint Wealth
California
$2.06M +$89.2K +2,618 +4%
ICM
360
Intrepid Capital Management
Florida
$2.05M +$5.28K +155 +0.3%
GI
361
Gradient Investments
Minnesota
$2.05M +$102K +3,003 +5%
CC
362
Cadinha & Co
Hawaii
$2.03M -$15.5M -456,258 -88%
WAS
363
Winch Advisory Services
Wisconsin
$2.03M -$13K -383 -0.6%
B
364
Bridgeworth
Alabama
$2.02M -$446K -13,093 -18%
APW
365
Austin Private Wealth
Texas
$2.02M +$170K +5,001 +9%
RJT
366
Raymond James Trust
Florida
$2.02M +$87.5K +2,568 +4%
TWM
367
Tradition Wealth Management
Minnesota
$2M +$19.8K +581 +1%
BIP
368
Blueprint Investment Partners
North Carolina
$1.99M +$2.03M +59,678 New
GSEP
369
Golden State Equity Partners
California
$1.98M +$2.02M +59,218 New
FFM
370
Fullerton Fund Management
Singapore
$1.95M – – –
WG
371
Winton Group
United Kingdom
$1.95M – – –
FFG
372
Ford Financial Group
California
$1.94M +$112K +3,290 +6%
FA
373
Flagstar Advisors
New York
$1.92M +$1.96M +57,430 New
RWA
374
RGT Wealth Advisors
Texas
$1.9M – – –
BEI
375
Benjamin Edwards Inc
Missouri
$1.9M +$342K +10,037 +21%
13 14
15
16 17

IAU Hedge Fund Activity: Q3 2021 in Review

879 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2021, worth a combined $16B — down 1.3% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IAU positions and 81 closed out — a net gain of 17 holders — while 318 added to existing stakes and 279 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Kelly Financial Services, cutting an estimated $394M.

  • 879 institutional investors held iShares Gold Trust (IAU) as of Q3 2021, up from 874 in Q2 2021.
  • Funds reported $16B of iShares Gold Trust stock for Q3 2021, down 1.3% quarter-over-quarter.
  • 98 funds opened new iShares Gold Trust positions in Q3 2021 and 81 closed out, a net change of +17 holders.
  • The largest iShares Gold Trust buyer in Q3 2021 was JP Morgan Chase, an estimated $154M added.
  • The largest iShares Gold Trust seller in Q3 2021 was Kelly Financial Services, an estimated $394M sold.

Based on aggregated 13F filings for Q3 2021.