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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
+$151M
2
Charles Schwab
Charles Schwab
California
+$137M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$87.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$86.6M
5
Temasek Holdings
Temasek Holdings
Singapore
+$85.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$387M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$210M
4
APF
Alaska Permanent Fund
Alaska
-$188M
5
HNB
Huntington National Bank
Ohio
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
576
StoneX Group
New York
$461K +$702 +21 +0.2%
CWM
577
CCG Wealth Management
California
$461K +$461K +13,790 New
IA
578
IFG Advisory
Georgia
$460K -$5.65K -169 -1%
BWM
579
BerganKDV Wealth Management
Minnesota
$460K +$13.9K +415 +3%
TNA
580
True North Advisors
Texas
$454K – – –
CFGS
581
Concourse Financial Group Securities
Alabama
$454K +$57.5K +1,724 +15%
TCA
582
Transcend Capital Advisors
New Jersey
$452K -$752K -22,031 -62%
WFAG
583
Wescott Financial Advisory Group
Pennsylvania
$452K – – –
MC
584
Moors & Cabot
Massachusetts
$452K +$12.5K +375 +3%
PA
585
Pinnacle Associates
New York
$448K +$1.94K +58 +0.4%
EWA
586
EP Wealth Advisors
California
$445K -$23K -689 -5%
RWMH
587
Riverpoint Wealth Management Holdings
Illinois
$437K – – –
CIR
588
Clear Investment Research
Georgia
$431K +$30.5K +913 +8%
DP
589
DDD Partners
Washington
$430K +$3.64K +109 +0.9%
PA
590
PFG Advisors
Arizona
$428K -$123K -3,693 -22%
CPA
591
Capital Planning Advisors
California
$425K -$936 -28 -0.2%
VWA
592
V Wealth Advisors
Kansas
$422K -$33.7K -1,008 -7%
WPA
593
West Paces Advisors
Georgia
$418K – – –
JCM
594
Jacobi Capital Management
Pennsylvania
$412K +$13.2K +396 +3%
WFO
595
Wealthgate Family Office
Colorado
$411K +$411K +12,312 New
AFS
596
Aft Forsyth & Sober
Florida
$410K -$8.92M -266,625 -96%
PP
597
Patron Partners
Texas
$402K +$900 +27 +0.2%
BDF
598
Black Diamond Financial
Maryland
$398K +$29.1K +871 +8%
KIA
599
KCM Investment Advisors
California
$397K – – –
PP
600
PDS Planning
Ohio
$392K -$17.8K -533 -4%
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