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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 %
EFS
501
Essex Financial Services
Connecticut
$732K +$223K +6,690 +44%
CCG
502
Cypress Capital Group
Florida
$727K +$6.18K +185 +0.9%
MCP
503
Mirador Capital Partners
California
$719K -$33.2K -992 -4%
PPP
504
Private Portfolio Partners
New Jersey
$713K -$6.48K -194 -0.9%
PFM
505
Phillips Financial Management
Indiana
$713K – – –
PC
506
Port Capital
Illinois
$713K – – –
RIA
507
Regal Investment Advisors
Michigan
$707K +$18.2K +543 +3%
LB
508
Leo Brokerage
Texas
$704K +$115K +3,455 +20%
JPG
509
Jordan Park Group
California
$703K +$703K +21,049 New
NFG
510
Nations Financial Group
Iowa
$699K +$39.4K +1,178 +6%
TPCW
511
TD Private Client Wealth
New York
$698K +$15.2K +454 +2%
GRP
512
Global Retirement Partners
California
$677K +$165K +4,948 +32%
JWCA
513
J.W. Cole Advisors
Florida
$668K +$29.3K +878 +5%
BCPWM
514
Bradley & Co Private Wealth Management
Florida
$664K – – –
FM
515
Family Management
New York
$658K – – –
HDIM
516
Hanson & Doremus Investment Management
Vermont
$657K +$123K +3,691 +23%
TC
517
TownSquare Capital
Utah
$648K +$648K +19,382 New
FIM
518
FWL Investment Management
Texas
$643K – – –
VAS
519
Valicenti Advisory Services
New York
$642K – – –
FNT
520
First National Trust
Pennsylvania
$639K – – –
NPF
521
Norris Perne & French
Michigan
$638K +$1.3K +39 +0.2%
NS
522
Newman & Schimel
Illinois
$631K -$282K -8,430 -31%
CCWA
523
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$620K +$5.21K +156 +0.8%
MFA
524
Mayflower Financial Advisors
Massachusetts
$617K -$910 -27 -0.1%
IAA
525
Independent Advisor Alliance
North Carolina
$616K -$28.3K -846 -4%
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