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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
AllianceBernstein
Tennessee
+$210M
2
Jane Street
Jane Street
New York
+$144M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$59.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$37.4M
5
CSIA
Charles Schwab Investment Advisory
California
+$29M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$198M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$127M
3
HNB
Huntington National Bank
Ohio
-$103M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.4M
5
Bank of America
Bank of America
North Carolina
-$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFP
476
Holistic Financial Partners
Indiana
$1.15M – – –
HWM
477
HB Wealth Management
Georgia
$1.15M +$1.15M +33,002 New
BFS
478
Bard Financial Services
Connecticut
$1.14M – – –
WIA
479
World Investment Advisors
California
$1.14M +$536K +15,428 +89%
TIAM2
480
Tru Independence Asset Management 2
Oregon
$1.14M +$1.14M +32,694 New
HI
481
Harbour Investments
Wisconsin
$1.12M -$1.49M -42,858 -57%
Simplex Trading
482
Simplex Trading
Illinois
$1.11M +$167K +4,808 +18%
GC
483
Gibson Capital
Pennsylvania
$1.11M – – –
BWM
484
Birchcreek Wealth Management
Ohio
$1.11M -$30.4K -873 -3%
UCB
485
United Community Bank
South Carolina
$1.09M +$1.09M +31,392 New
EL
486
EMFO LLC
Florida
$1.09M – – –
BA
487
Ballew Advisors
Mississippi
$1.07M – – –
DAS
488
Dynamic Advisor Solutions
Arizona
$1.06M -$4.33M -124,334 -80%
BAM
489
Baldrige Asset Management
Pennsylvania
$1.06M -$111K -3,179 -9%
BIA
490
Benchmark Investment Advisors
Illinois
$1.06M +$1.06M +30,324 New
AFP
491
Ausdal Financial Partners
Iowa
$1.06M +$18.6K +535 +2%
IC
492
Inverness Counsel
New York
$1.05M -$1M – –
CIC
493
Carnegie Investment Counsel
Ohio
$1.04M +$1.04M +29,875 New
WT
494
Whittier Trust
California
$1.04M -$81.1K -2,330 -7%
FHB
495
First Hawaiian Bank
Hawaii
$1.04M -$9.88K -284 -0.9%
BW
496
Bison Wealth
Georgia
$1.03M -$185K -5,308 -15%
MWM
497
Modera Wealth Management
New Jersey
$1M +$7.17K +206 +0.7%
PA
498
Parallel Advisors
California
$987K -$45.9K -1,319 -4%
SAM
499
S.A. Mason
Michigan
$985K +$64.5K +1,853 +7%
EWM
500
Empirical Wealth Management
Washington
$981K +$52.3K +1,502 +6%
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