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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 %
GIA
551
Gladstone Institutional Advisory
Florida
$538K -$8.06K -241 -1%
NL
552
NWAM LLC
Washington
$531K -$23.6K -707 -4%
IP
553
Intellectus Partners
California
$520K -$468K -14,008 -47%
ISL
554
Ingalls & Snyder LLC
New York
$518K -$13.6K -408 -3%
MSFS
555
Main Street Financial Solutions
Pennsylvania
$516K +$95.8K +2,871 +23%
ICP
556
Interchange Capital Partners
Pennsylvania
$512K +$32.2K +966 +7%
HCA
557
Horan Capital Advisors
Ohio
$508K +$3.91K +117 +0.8%
SSWM
558
Smith Salley Wealth Management
North Carolina
$501K +$162K +4,840 +48%
CPA
559
Clear Perspective Advisors
Illinois
$499K – – –
IPW
560
Inlet Private Wealth
Florida
$498K -$109K -3,270 -18%
EIP
561
Ellis Investment Partners
Pennsylvania
$496K -$16.9K -507 -3%
CG
562
Cutler Group
California
$489K -$5.01K -150 -1%
ONB
563
Old National Bancorp
Indiana
$488K -$99.8K -2,992 -17%
OC
564
Oarsman Capital
Wisconsin
$488K – – –
MA
565
MONECO Advisors
Connecticut
$483K +$483K +14,459 New
LNC
566
Lincoln National Corp
Pennsylvania
$479K -$1.38M -41,370 -74%
RVM
567
Robinson Value Management
Texas
$478K +$478K +14,311 New
UAS
568
United Asset Strategies
New York
$476K +$63.3K +1,896 +15%
IFA
569
Interactive Financial Advisors
Illinois
$475K +$44.1K +1,320 +10%
CNBTD
570
Citizens National Bank Trust Department
Mississippi
$475K +$83.5K +2,500 +21%
TMAM
571
Tokio Marine Asset Management
Japan
$471K – – –
HCM
572
Hengehold Capital Management
Ohio
$468K – – –
Wolverine Trading
573
Wolverine Trading
Illinois
$462K -$578K -17,587 -56%
CS
574
Credit Suisse
Switzerland
$461K -$2.07M -62,049 -82%
EWA
575
Encompass Wealth Advisors
Oregon
$461K – – –
21 22
23
24 25