IAU icon

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 %
GC
476
Garde Capital
Washington
$876K -$2.14K -64 -0.2%
NW
477
NewEdge Wealth
Pennsylvania
$869K +$18.4K +550 +2%
TNBTD
478
Trustmark National Bank Trust Department
Mississippi
$869K +$869K +26,020 New
HC
479
Hamilton Capital
Ohio
$864K +$188K +5,621 +28%
AWM
480
Apollon Wealth Management
South Carolina
$859K +$72.1K +2,157 +9%
FA
481
Forefront Analytics
Pennsylvania
$854K – – –
Millennium Management
482
Millennium Management
New York
$842K -$932K -27,900 -53%
CCT
483
Country Club Trust
Missouri
$839K -$4.4K -134 -0.5%
PCIA
484
Prime Capital Investment Advisors
Kansas
$825K -$1.25M -37,394 -60%
WANY
485
Wealthspire Advisors (New York)
New York
$806K +$158K +4,739 +24%
GW
486
GW & Wade
Massachusetts
$797K +$30.2K +903 +4%
FHA
487
Flagship Harbor Advisors
Massachusetts
$795K – – –
Vontobel Holding
488
Vontobel Holding
Switzerland
$783K +$37.7K +1,127 +5%
WJWM
489
Williams Jones Wealth Management
New York
$781K – – –
BFO
490
Boston Family Office
Massachusetts
$778K – – –
FA
491
Faithward Advisors
Pennsylvania
$774K -$840K -25,148 -52%
OFA
492
Oak Family Advisors
Illinois
$773K -$8.86K -265 -1%
NA
493
NewEdge Advisors
Louisiana
$760K +$106K +3,178 +16%
Comerica Bank
494
Comerica Bank
Texas
$758K -$35.2K -1,030 -4%
TNAM
495
Terra Nova Asset Management
New York
$758K +$398K +11,907 +110%
SAM
496
Strategy Asset Managers
California
$754K +$27.2K +813 +4%
WCM
497
WealthBridge Capital Management
Ohio
$747K – – –
JWBC
498
J.W. Burns & Co
New York
$742K +$9.56K +286 +1%
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$736K -$10.1M -301,489 -93%
SCP
500
Silverleafe Capital Partners
Tennessee
$733K +$47.5K +1,422 +7%
18 19
20
21 22