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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 %
ICM
376
Intrepid Capital Management
Florida
$2.14M – – –
CC
377
Cadinha & Co
Hawaii
$2.13M +$11.5K +330 +0.5%
APW
378
Austin Private Wealth
Texas
$2.1M -$10.8K -310 -0.5%
ASN
379
Advisory Services Network
Georgia
$2.07M -$1.26M -36,061 -38%
AP
380
Americana Partners
Texas
$2.07M -$518K -14,894 -20%
UCFA
381
United Capital Financial Advisors
Texas
$2.07M -$405K -11,618 -16%
GVAG
382
Great Valley Advisor Group
Delaware
$2.06M -$221K -6,336 -10%
FFM
383
Fullerton Fund Management
Singapore
$2.03M – – –
WG
384
Winton Group
United Kingdom
$2.03M – – –
KPWS
385
Kestra Private Wealth Services
Texas
$2M +$929K +26,692 +87%
DL
386
DOHJ LLC
Washington
$2M -$243K -6,988 -11%
CF
387
Centaurus Financial
California
$1.99M +$115K +3,290 +6%
RWA
388
RGT Wealth Advisors
Texas
$1.98M – – –
BIA
389
Bigelow Investment Advisors
Maine
$1.97M +$1.97M +56,653 New
Rafferty Asset Management
390
Rafferty Asset Management
New York
$1.96M +$31.7K +911 +2%
BCA
391
Bay Colony Advisors
Massachusetts
$1.96M +$171K +4,906 +10%
RVPG
392
Relative Value Partners Group
$1.96M +$55.7K +1,600 +3%
WCFA
393
Walkner Condon Financial Advisors
Wisconsin
$1.94M +$1.94M +55,750 New
FA
394
Flagstar Advisors
New York
$1.92M -$84.6K -2,429 -4%
TSW
395
Thompson Siegel & Walmsley
Virginia
$1.89M – – –
Millennium Management
396
Millennium Management
New York
$1.88M +$1.01M +28,908 +115%
WDC
397
Woodward Diversified Capital
California
$1.88M -$952K -27,350 -34%
SC
398
Scotia Capital
Ontario, Canada
$1.88M -$871K -25,011 -32%
BRM
399
Boston Research & Management
Massachusetts
$1.87M – – –
SW
400
SlateStone Wealth
Florida
$1.87M -$347K -9,962 -16%
14 15
16
17 18