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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 %
PWM
426
PBMares Wealth Management
Virginia
$1.23M +$147K +4,394 +14%
PFP
427
Pinnacle Financial Partners
Tennessee
$1.22M – – –
IAN
428
Integrated Advisors Network
Texas
$1.2M +$321K +9,619 +37%
MNBTD
429
Moody National Bank Trust Division
Texas
$1.2M +$1.2M +35,935 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$1.2M +$1.2M +35,829 New
VAM
431
Verity Asset Management
North Carolina
$1.2M -$7.65K -229 -0.6%
NL
432
NVWM LLC
Pennsylvania
$1.18M -$891K -26,666 -43%
AAM
433
Aureus Asset Management
Massachusetts
$1.18M – – –
MBT
434
Montecito Bank & Trust
California
$1.17M -$861K -25,785 -42%
SWP
435
Strategic Wealth Partners
Ohio
$1.17M +$1.17M +35,078 New
BPC
436
Banque Pictet & Cie
Switzerland
$1.17M +$4.58K +137 +0.4%
CFM
437
Coronation Fund Managers
South Africa
$1.17M – – –
BW
438
Bison Wealth
Georgia
$1.16M -$191K -5,717 -14%
NL
439
NKCFO LLC
Illinois
$1.16M -$159K -4,750 -12%
CP
440
Cumberland Partners
Ontario, Canada
$1.16M +$1.16M +34,632 New
PFS
441
Prospera Financial Services
Texas
$1.14M -$761K -22,785 -40%
BAM
442
Baldrige Asset Management
Pennsylvania
$1.12M -$175K -5,238 -13%
Group One Trading
443
Group One Trading
Illinois
$1.11M +$746K +22,337 +203%
VC
444
Vicus Capital
Pennsylvania
$1.11M +$52K +1,557 +5%
HFP
445
Holistic Financial Partners
Indiana
$1.11M – – –
BFS
446
Bard Financial Services
Connecticut
$1.09M – – –
HB
447
Homrich & Berg
Georgia
$1.09M +$19K +570 +2%
BWM
448
Birchcreek Wealth Management
Ohio
$1.09M +$1.09M +32,650 New
CA
449
Clearstead Advisors
Ohio
$1.09M -$34K -1,019 -3%
FPCP
450
Fort Point Capital Partners
California
$1.09M -$167 -5 -0%
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