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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 %
JA
401
JVL Associates
Michigan
$1.54M – – –
WP
402
WealthSource Partners
California
$1.54M +$26.5K +792 +2%
CA
403
Calton & Associates
Florida
$1.54M -$1.68M -50,196 -52%
AP
404
Arlington Partners
Alabama
$1.53M +$1.53M +45,910 New
S
405
SignatureFD
Georgia
$1.53M -$23.6K -706 -2%
PP
406
Prudential plc
United Kingdom
$1.53M +$1.53M +45,825 New
PCTC
407
Perkins Coie Trust Company
Washington
$1.52M -$12.4K -372 -0.8%
WDL
408
Well Done LLC
Michigan
$1.49M -$9.22K -276 -0.6%
GCIG
409
Grand Central Investment Group
Florida
$1.49M -$221K -6,623 -13%
BO
410
Bank OZK
Arkansas
$1.48M – – –
BSW
411
Buckingham Strategic Wealth
Missouri
$1.39M +$59.5K +1,780 +4%
NEAM
412
New England Asset Management
Connecticut
$1.38M – – –
SS
413
Simplicity Solutions
Minnesota
$1.38M -$131K -3,917 -9%
MA
414
Mutual Advisors
Nebraska
$1.37M -$11.1K -333 -0.8%
SFFS
415
Stonehage Fleming Financial Services
Jersey
$1.36M – – –
PG
416
Pendal Group
Australia
$1.35M +$9.19K +275 +0.7%
BA
417
Bristlecone Advisors
Washington
$1.32M -$4.44K -133 -0.3%
WQ
418
Wealth Quarterback
New Jersey
$1.32M -$60.3K -1,805 -4%
SAM
419
Satovsky Asset Management
New York
$1.31M -$33.1K -991 -2%
PP
420
Palladium Partners
Virginia
$1.3M -$60K -1,797 -4%
ECM
421
Evergreen Capital Management
Washington
$1.29M +$48.1K +1,441 +4%
TC
422
TAP Consulting
Missouri
$1.29M – – –
KPF
423
K2 Principal Fund
Ontario, Canada
$1.25M +$1.25M +37,500 New
OPA
424
Old Port Advisors
Maine
$1.25M +$93.4K +2,780 +8%
EE
425
EWG Elevate
California
$1.24M +$69.5K +2,080 +6%
15 16
17
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