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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 %
CFGF
401
Compass Financial Group (Florida)
Florida
$1.86M +$19.8K +568 +1%
VCWA
402
Vanguard Capital Wealth Advisors
Colorado
$1.82M -$2.68M -76,944 -59%
SA
403
Sunesis Advisors
Kansas
$1.82M +$1.82M +52,221 New
WAS
404
Winch Advisory Services
Wisconsin
$1.82M -$298K -8,568 -14%
MIM
405
Macroview Investment Management
Maryland
$1.81M -$76K -2,184 -4%
Lido Advisors
406
Lido Advisors
California
$1.79M +$5.05K +145 +0.3%
AIP
407
Ahrens Investment Partners
Louisiana
$1.79M -$157K -4,507 -8%
TM
408
Tikvah Management
North Carolina
$1.75M – – –
AWM
409
Avior Wealth Management
Nebraska
$1.74M +$54.2K +1,557 +3%
CG
410
Colony Group
Massachusetts
$1.73M -$884K -25,409 -34%
PIA
411
Perennial Investment Advisors
California
$1.72M -$222K -6,382 -11%
CCA
412
Cadent Capital Advisors
Oklahoma
$1.68M -$617K -17,721 -27%
JPG
413
Jordan Park Group
California
$1.68M +$948K +27,237 +129%
ST
414
Sageworth Trust
Pennsylvania
$1.68M -$31K -890 -2%
FCM
415
Firestone Capital Management
Florida
$1.67M +$1.67M +47,901 New
OPA
416
Old Port Advisors
Maine
$1.66M +$400K +11,749 +32%
EWM
417
Elmwood Wealth Management
California
$1.66M +$1.66M +47,705 New
SF
418
Synovus Financial
Georgia
$1.66M -$289K -8,314 -15%
JCA
419
January Capital Advisors
California
$1.65M +$1.65M +47,487 New
NCM
420
Northside Capital Management
Oregon
$1.64M – – –
JA
421
JVL Associates
Michigan
$1.61M – – –
HCC
422
Hirtle Callaghan & Co
Pennsylvania
$1.6M +$1.6M +46,034 New
WP
423
WealthSource Partners
California
$1.56M -$44.6K -1,280 -3%
BO
424
Bank OZK
Arkansas
$1.54M -$5.26K -151 -0.3%
S
425
SignatureFD
Georgia
$1.51M -$82.4K -2,368 -5%
15 16
17
18 19