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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 %
WT
451
Whittier Trust
California
$1.08M -$177K -5,298 -14%
GC
452
Gibson Capital
Pennsylvania
$1.07M +$38.8K +1,169 +4%
EL
453
EMFO LLC
Florida
$1.05M – – –
FAIM
454
Financial Advocates Investment Management
Washington
$1.04M -$356K -10,651 -25%
BA
455
Ballew Advisors
Mississippi
$1.04M -$2.67K -80 -0.3%
RZH
456
Relyea Zuckerberg Hanson
Connecticut
$1.03M – – –
KPWS
457
Kestra Private Wealth Services
Texas
$1.03M +$330K +9,882 +47%
FHB
458
First Hawaiian Bank
Hawaii
$1.01M +$1.01M +30,115 New
IC
459
Inverness Counsel
New York
$1M -$421K – –
AFP
460
Ausdal Financial Partners
Iowa
$994K +$31.7K +949 +3%
PA
461
Parallel Advisors
California
$991K +$17.9K +535 +2%
NFG
462
Next Financial Group
Texas
$975K +$152K +4,540 +18%
MWM
463
Modera Wealth Management
New Jersey
$955K +$6.38K +191 +0.7%
AIA
464
Avalon Investment & Advisory
Texas
$941K +$9.52K +285 +1%
HT
465
HAP Trading
New York
$935K -$205K -6,150 -18%
CCM
466
Courage Capital Management
Tennessee
$935K – – –
ARIS
467
Advanced Research Investment Solutions
California
$927K – – –
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$927K -$215K -6,488 -19%
FPF
469
First Pacific Financial
Washington
$925K -$436K -13,066 -32%
Simplex Trading
470
Simplex Trading
Illinois
$920K – – –
PFA
471
Pettinga Financial Advisors
Indiana
$899K -$109K -3,278 -11%
EWM
472
Empirical Wealth Management
Washington
$891K +$246K +7,369 +38%
MAA
473
Mraz Amerine & Associates
California
$889K -$334 -10 -0%
SAM
474
S.A. Mason
Michigan
$884K +$60.3K +1,805 +7%
KA
475
Kovack Advisors
Florida
$880K -$78.5K -2,349 -8%
17 18
19
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