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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
1
AllianceBernstein
Tennessee
$300M
2
Jane Street
2
Jane Street
New York
$155M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.38B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$41.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$727M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$188M
3
HNB
3
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
5
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$91.7M -$1.47M -42,214 -2%
BlackRock
27
BlackRock
New York
$91.1M -$785K -22,556 -0.9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$79.6M -$198M -5,735,798 -71%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$75.5M -$27.7M -795,568 -27%
PCP
30
Proficio Capital Partners
Massachusetts
$73.8M -$5.03M -144,418 -6%
CTC
31
Central Trust Company
Missouri
$70.3M -$2.84M -81,587 -4%
TA
32
Tiedemann Advisors
New York
$68.4M -$6.36M -182,666 -9%
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$64.8M -$736K -21,152 -1%
TAM
34
Tocqueville Asset Management
New York
$63.8M -$583K -16,743 -0.9%
Asset Management One
35
Asset Management One
Japan
$63.2M +$11.6M +333,297 +22%
AL
36
Arnhold LLC
New York
$62.9M – – –
NFG
37
Nadler Financial Group
Illinois
$61.8M +$516K +14,826 +0.8%
Franklin Resources
38
Franklin Resources
California
$59M +$123K +3,546 +0.2%
MD
39
Money Design
Japan
$56.9M -$1.82M -52,730 -3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$54.2M +$1.42M +40,857 +3%
MCM
41
Moon Capital Management
New York
$54.2M +$130K +3,741 +0.2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$51.1M -$20.4M -586,497 -29%
Northern Trust
43
Northern Trust
Illinois
$48.8M +$2.47M +71,078 +5%
ET
44
Equitable Trust
Tennessee
$47M -$26.8M -769,215 -36%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$46.3M +$397K +11,401 +0.9%
Creative Planning
46
Creative Planning
Kansas
$45.3M -$5.66M -162,647 -11%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$45.3M -$5.18M -148,686 -10%
GP
48
Greenline Partners
New York
$45.1M -$1.9M -54,519 -4%
PPW
49
Parcion Private Wealth
Washington
$45M -$6.24M -180,640 -12%
JMFC
50
J.M. Forbes & Co
Massachusetts
$44.5M -$150K -4,322 -0.3%
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