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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 %
Kayne Anderson Rudnick Investment Management
551
Kayne Anderson Rudnick Investment Management
California
$690K -$278K -8,024 -29%
FA
552
Forefront Analytics
Pennsylvania
$689K -$200K -5,759 -23%
PCWA
553
Pacific Capital Wealth Advisors
California
$686K +$119K +3,418 +21%
FM
554
Family Management
New York
$685K – – –
PFM
555
Phillips Financial Management
Indiana
$684K -$59K -1,696 -8%
TC
556
TownSquare Capital
Utah
$674K -$1.15K -33 -0.2%
FIM
557
FWL Investment Management
Texas
$670K – – –
VAS
558
Valicenti Advisory Services
New York
$669K – – –
SWP
559
Strategic Wealth Partners
Ohio
$664K -$558K -16,011 -46%
NPF
560
Norris Perne & French
Michigan
$657K -$7.9K -227 -1%
V
561
Veritable
Delaware
$656K +$55K +1,580 +9%
FPF
562
First Pacific Financial
Washington
$651K -$312K -8,976 -32%
BFO
563
Boston Family Office
Massachusetts
$636K -$174K -5,000 -21%
Natixis Advisors
564
Natixis Advisors
Massachusetts
$632K +$50.8K +1,459 +9%
CCWA
565
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$631K -$15.5K -445 -2%
MFA
566
Mayflower Financial Advisors
Massachusetts
$631K -$5.81K -167 -0.9%
SCP
567
Silverleafe Capital Partners
Tennessee
$630K -$133K -3,834 -17%
GC
568
Garde Capital
Washington
$623K -$290K -8,327 -32%
SFP
569
Shepherd Financial Partners
Massachusetts
$621K -$5.03M -145,128 -89%
WANY
570
Wealthspire Advisors (New York)
New York
$620K -$220K -6,320 -26%
LWAC
571
Laurel Wealth Advisors (California)
California
$619K +$20.5K +589 +3%
JWCA
572
J.W. Coons Advisors
Ohio
$616K -$4.7K -135 -0.8%
FFP
573
Forbes Financial Planning
Rhode Island
$614K +$614K +17,555 New
IFA
574
Interactive Financial Advisors
Illinois
$605K +$110K +3,160 +22%
SCI
575
S&CO Inc
Massachusetts
$598K – – –
21 22
23
24 25