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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 %
TI
576
Tidal Investments
Wisconsin
$593K +$25.7K +740 +5%
WMA
577
Wealth Management Associates
New Jersey
$593K – – –
SSWM
578
Sheets Smith Wealth Management
North Carolina
$589K -$20.1K -578 -3%
PWP
579
Principle Wealth Partners
Connecticut
$589K – – –
OWA
580
Outlook Wealth Advisors
Texas
$588K -$22.9K -658 -4%
Wealth Enhancement Advisory Services
581
Wealth Enhancement Advisory Services
Minnesota
$588K +$42.2K +1,232 +8%
TFO
582
Tarbox Family Office
California
$568K – – –
RVM
583
Robinson Value Management
Texas
$566K +$67.9K +1,952 +14%
MCM
584
Mill Capital Management
North Carolina
$566K +$566K +16,250 New
NWM
585
Northcape Wealth Management
New York
$565K +$565K +16,225 New
CCFCSB
586
Cape Cod Five Cents Savings Bank
Massachusetts
$565K +$565K +16,232 New
TWM
587
Tradition Wealth Management
Minnesota
$563K -$1.52M -43,663 -73%
NS
588
Newman & Schimel
Illinois
$563K -$94.2K -2,708 -14%
KCM
589
Kornitzer Capital Management
Kansas
$563K – – –
NL
590
NWAM LLC
Washington
$558K +$5.64K +162 +1%
CS
591
Credit Suisse
Switzerland
$555K +$74.6K +2,145 +16%
IIA
592
IPG Investment Advisors
California
$549K +$549K +15,749 New
Vontobel Holding
593
Vontobel Holding
Switzerland
$548K -$268K -7,700 -33%
UAS
594
United Asset Strategies
New York
$542K +$46K +1,321 +9%
ISL
595
Ingalls & Snyder LLC
New York
$540K – – –
HCA
596
Horan Capital Advisors
Ohio
$525K -$4.07K -117 -0.8%
SMDAM
597
Sumitomo Mitsui DS Asset Management
Japan
$522K +$209K +6,000 +67%
MA
598
MONECO Advisors
Connecticut
$520K +$23.5K +685 +5%
WWM
599
Western Wealth Management
Colorado
$520K +$520K +14,939 New
SCFS
600
S.C. Financial Services
Arizona
$520K +$520K +15,012 New
22 23
24
25 26