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iShares Gold Trust
IAU

982 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 276 increasing their positions, 341 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $7.93M

216% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 56

12% more funds holding

Funds holding: 879 → 982 (+103)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$298M)

0.41% more ownership

Funds ownership: 56.2% → 56.61% (+0.41%)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 341

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
15.11%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.55%
New
177
Increased
276
Reduced
341
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$206M
2
Jane Street
Jane Street
New York
+$142M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.6M
4
Cerity Partners
Cerity Partners
New York
+$52.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$196M
2
JP Morgan Chase
JP Morgan Chase
New York
-$124M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$70.1M
4
Bank of America
Bank of America
North Carolina
-$59.6M
5
Wells Fargo
Wells Fargo
California
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
376
Red Door Wealth Management
Tennessee
$2.15M -$105K -3,071 -5%
VWA
377
Visionary Wealth Advisors
Illinois
$2.15M -$186K -5,446 -8%
ICM
378
Intrepid Capital Management
Florida
$2.14M – – –
CC
379
Cadinha & Co
Hawaii
$2.13M +$11.3K +330 +0.5%
APW
380
Austin Private Wealth
Texas
$2.1M -$10.6K -310 -0.5%
ASN
381
Advisory Services Network
Georgia
$2.07M -$1.23M -36,061 -38%
AP
382
Americana Partners
Texas
$2.07M -$509K -14,894 -20%
UCFA
383
United Capital Financial Advisors
Texas
$2.07M -$397K -11,618 -16%
GVAG
384
Great Valley Advisor Group
Delaware
$2.06M -$217K -6,336 -10%
FFM
385
Fullerton Fund Management
Singapore
$2.03M – – –
WG
386
Winton Group
United Kingdom
$2.03M – – –
KPWS
387
Kestra Private Wealth Services
Texas
$2M +$912K +26,692 +87%
DL
388
DOHJ LLC
Washington
$2M -$239K -6,988 -11%
CF
389
Centaurus Financial
California
$1.99M +$112K +3,290 +6%
RWA
390
RGT Wealth Advisors
Texas
$1.98M – – –
BIA
391
Bigelow Investment Advisors
Maine
$1.97M +$1.94M +56,653 New
Rafferty Asset Management
392
Rafferty Asset Management
New York
$1.96M +$31.1K +911 +2%
BCA
393
Bay Colony Advisors
Massachusetts
$1.96M +$168K +4,906 +10%
RVPG
394
Relative Value Partners Group
$1.96M +$54.7K +1,600 +3%
WCFA
395
Walkner Condon Financial Advisors
Wisconsin
$1.94M +$1.91M +55,750 New
FA
396
Flagstar Advisors
New York
$1.92M -$83K -2,429 -4%
TSW
397
Thompson Siegel & Walmsley
Virginia
$1.89M – – –
Millennium Management
398
Millennium Management
New York
$1.88M +$988K +28,908 +115%
WDC
399
Woodward Diversified Capital
California
$1.88M -$935K -27,350 -34%
SC
400
Scotia Capital
Ontario, Canada
$1.88M -$855K -25,011 -32%
14 15
16
17 18

IAU Hedge Fund Activity: Q4 2021 in Review

982 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2021, worth a combined $16.3B — up 1.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IAU positions and 56 closed out — a net gain of 121 holders — while 276 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $206M. The largest seller was Bank of Montreal, cutting an estimated $196M.

  • 982 institutional investors held iShares Gold Trust (IAU) as of Q4 2021, up from 879 in Q3 2021.
  • Funds reported $16.3B of iShares Gold Trust stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 177 funds opened new iShares Gold Trust positions in Q4 2021 and 56 closed out, a net change of +121 holders.
  • The largest iShares Gold Trust buyer in Q4 2021 was AllianceBernstein, an estimated $206M added.
  • The largest iShares Gold Trust seller in Q4 2021 was Bank of Montreal, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2021.