IAU icon

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 %
FFM
526
Forum Financial Management
Illinois
$856K +$856K +24,601 New
MIAN
527
Mariner Independent Advisor Network
Kansas
$853K +$853K +24,906 New
PCIA
528
Prime Capital Investment Advisors
Kansas
$845K -$14.6K -420 -2%
TNBTD
529
Trustmark National Bank Trust Department
Mississippi
$825K -$80.5K -2,313 -9%
Wolverine Trading
530
Wolverine Trading
Illinois
$806K +$320K +9,268 +66%
TNAM
531
Terra Nova Asset Management
New York
$790K – – –
WJWM
532
Williams Jones Wealth Management
New York
$785K -$28.3K -813 -3%
WCM
533
WealthBridge Capital Management
Ohio
$778K – – –
NFG
534
Nations Financial Group
Iowa
$770K +$41.7K +1,196 +6%
CPA
535
Cardiff Park Advisors
California
$767K +$767K +22,041 New
JWBC
536
J.W. Burns & Co
New York
$760K -$13.1K -375 -2%
PPP
537
Private Portfolio Partners
New Jersey
$747K +$3.79K +109 +0.5%
PC
538
Port Capital
Illinois
$743K – – –
IWM
539
IHT Wealth Management
Illinois
$738K +$124K +3,558 +20%
IF
540
Integrity Financial
Wyoming
$733K +$733K +21,051 New
SAM
541
Strategy Asset Managers
California
$728K -$57.3K -1,647 -7%
JWCA
542
J.W. Cole Advisors
Florida
$726K +$29.9K +860 +4%
FNT
543
First National Trust
Pennsylvania
$722K +$56.1K +1,611 +8%
HLOC
544
H.L. Ormond & Company
North Carolina
$721K +$721K +20,762 New
AR
545
Apeiron RIA
Texas
$715K +$715K +20,544 New
HDIM
546
Hanson & Doremus Investment Management
Vermont
$710K +$25.7K +739 +4%
HH
547
Hilltop Holdings
Texas
$693K +$67.8K +1,950 +11%
TPCW
548
TD Private Client Wealth
New York
$693K -$35K -1,006 -5%
MCP
549
Mirador Capital Partners
California
$692K -$56.7K -1,630 -8%
BCPWM
550
Bradley & Co Private Wealth Management
Florida
$692K – – –
20 21
22
23 24