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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 %
PIA
376
Perennial Investment Advisors
California
$1.86M +$221K +6,613 +13%
Rafferty Asset Management
377
Rafferty Asset Management
New York
$1.85M +$33.8K +1,011 +2%
ACM
378
AlphaStar Capital Management
North Carolina
$1.83M +$1.55M +45,735 +566%
RVPG
379
Relative Value Partners Group
$1.82M +$76.8K +2,300 +4%
TSW
380
Thompson Siegel & Walmsley
Virginia
$1.81M – – –
MIM
381
Macroview Investment Management
Maryland
$1.81M +$134K +4,015 +8%
CF
382
Centaurus Financial
California
$1.8M +$88.3K +2,644 +5%
BRM
383
Boston Research & Management
Massachusetts
$1.8M – – –
PFO
384
Pathstone Family Office
New Jersey
$1.77M – – –
CFGF
385
Compass Financial Group (Florida)
Florida
$1.77M -$16.7K -499 -0.9%
FTA
386
Financial & Tax Architects
Missouri
$1.75M +$18.3K +549 +1%
BCA
387
Bay Colony Advisors
Massachusetts
$1.72M +$60.8K +1,821 +4%
Lido Advisors
388
Lido Advisors
California
$1.71M +$1.5M +44,840 +699%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$1.69M -$64.4K -1,929 -4%
TM
390
Tikvah Management
North Carolina
$1.68M – – –
IF
391
Intrua Financial
Texas
$1.65M -$52.2K -1,525 -3%
ST
392
Sageworth Trust
Pennsylvania
$1.64M – – –
GWM
393
Greenhouse Wealth Management
Connecticut
$1.64M -$493K -14,745 -23%
Cerity Partners
394
Cerity Partners
New York
$1.63M -$61.6K -1,844 -4%
AWM
395
Avior Wealth Management
Nebraska
$1.62M -$30.2K -905 -2%
SAM
396
SignalPoint Asset Management
Missouri
$1.61M -$39.9K -1,194 -2%
QC
397
QCM Cayman
Texas
$1.6M +$1.6M +47,936 New
WS
398
Wedbush Securities
California
$1.59M +$120K +3,581 +8%
SCA
399
Spearhead Capital Advisors
Florida
$1.59M +$1.59M +47,636 New
NCM
400
Northside Capital Management
Oregon
$1.57M +$167K +5,000 +12%
14 15
16
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