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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
1
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
2
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
HNB
5
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$98.1M +$30.9M +925,223 +46%
FFA
27
First Foundation Advisors
California
$89.5M -$557K -16,670 -0.6%
BlackRock
28
BlackRock
New York
$88.2M +$3.98M +119,055 +5%
AllianceBernstein
29
AllianceBernstein
Tennessee
$87M +$86.6M +2,590,645 +20,439%
KeyBank National Association
30
KeyBank National Association
Ohio
$80.7M +$7.96M +238,156 +11%
PCP
31
Proficio Capital Partners
Massachusetts
$75.7M +$10.4M +311,866 +16%
TA
32
Tiedemann Advisors
New York
$71.7M -$5.08M -151,944 -7%
ET
33
Equitable Trust
Tennessee
$70.8M -$501K -15,000 -0.7%
CTC
34
Central Trust Company
Missouri
$70.2M -$3.38M -101,243 -5%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$68.7M -$2.4M -71,814 -3%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$62.9M -$21.3M -638,738 -25%
TAM
37
Tocqueville Asset Management
New York
$61.8M +$535K +15,999 +0.9%
AL
38
Arnhold LLC
New York
$60.4M – – –
HF
39
HRT Financial
New York
$58.9M +$531K +15,887 +0.9%
NFG
40
Nadler Financial Group
Illinois
$58.8M +$1.17M +34,979 +2%
MD
41
Money Design
Japan
$56.8M +$34.5M +1,033,181 +155%
Franklin Resources
42
Franklin Resources
California
$56.5M -$2.04M -61,194 -3%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$53.9M -$2.34M -69,900 -4%
MCM
44
Moon Capital Management
New York
$51.9M – – –
PCIG
45
Partners Capital Investment Group
Massachusetts
$51M +$2.76M +82,715 +6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$50.7M +$4.1M +122,802 +9%
PPW
47
Parcion Private Wealth
Washington
$49.9M +$1.84M +54,591 +4%
Asset Management One
48
Asset Management One
Japan
$49.5M +$846K +25,307 +2%
Creative Planning
49
Creative Planning
Kansas
$48.9M -$33M -986,831 -40%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$48.4M -$72.4M -2,167,382 -60%
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