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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 %
SCM
501
SevenOneSeven Capital Management
Pennsylvania
$979K +$979K +28,118 New
CCM
502
Courage Capital Management
Tennessee
$975K – – –
AIA
503
Avalon Investment & Advisory
Texas
$971K -$9.93K -285 -1%
KA
504
Kovack Advisors
Florida
$966K +$49.5K +1,423 +5%
ARIS
505
Advanced Research Investment Solutions
California
$965K – – –
IPW
506
Intergy Private Wealth
Colorado
$961K +$961K +27,600 New
NL
507
NKCFO LLC
Illinois
$956K -$254K -7,300 -21%
MBT
508
Montecito Bank & Trust
California
$939K -$283K -8,128 -23%
LSPW
509
Lake Street Private Wealth
Illinois
$923K +$923K +26,527 New
EWA
510
Exencial Wealth Advisors
Oklahoma
$917K +$917K +26,344 New
SCM
511
Southport Capital Management
Tennessee
$916K +$280K +8,047 +44%
FHA
512
Flagship Harbor Advisors
Massachusetts
$912K +$90.7K +2,607 +11%
Group One Trading
513
Group One Trading
Illinois
$910K -$251K -7,204 -22%
MAA
514
Mraz Amerine & Associates
California
$910K -$15.7K -450 -2%
PFA
515
Pettinga Financial Advisors
Indiana
$905K -$32K -920 -3%
HC
516
Hamilton Capital
Ohio
$903K +$2.61K +75 +0.3%
GW
517
GW & Wade
Massachusetts
$901K +$70.9K +2,035 +9%
CCT
518
Country Club Trust
Missouri
$900K +$17.2K +498 +2%
GWM
519
Greenhouse Wealth Management
Connecticut
$888K -$818K -23,500 -48%
AWM
520
Avaii Wealth Management
Wisconsin
$878K +$878K +25,211 New
RIA
521
Regal Investment Advisors
Michigan
$874K +$138K +3,959 +19%
NW
522
NewEdge Wealth
Pennsylvania
$866K -$39.3K -1,130 -4%
HT
523
HAP Trading
New York
$860K -$115K -3,300 -12%
PFS
524
Prospera Financial Services
Texas
$858K -$331K -9,522 -28%
OFA
525
Oak Family Advisors
Illinois
$857K +$51.7K +1,485 +6%
19 20
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