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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 %
PMFA
601
Plante Moran Financial Advisors
Michigan
$384K +$9.68K +290 +3%
CRC
602
Catawba River Capital
South Carolina
$383K -$48.1K -1,438 -11%
VFA
603
Valeo Financial Advisors
Indiana
$383K +$22.8K +683 +6%
CMBA
604
C.M. Bidwell & Associates
Hawaii
$382K – – –
LBC
605
Lowe Brockenbrough & Co
Virginia
$380K +$380K +11,388 New
BAAM
606
Baker Avenue Asset Management
California
$376K -$29.4K -881 -7%
3AM
607
3EDGE Asset Management
Florida
$375K +$21.3K +639 +6%
HKAM
608
Horizon Kinetics Asset Management
New York
$371K -$47.1K -1,410 -11%
SEIA
609
Signature Estate & Investment Advisors
California
$369K -$4.48K -134 -1%
IF
610
IRON Financial
Illinois
$365K – – –
FNBOO
611
First National Bank of Omaha
Nebraska
$365K +$365K +10,929 New
ACA
612
Ackerman Capital Advisors
Texas
$363K -$40.1K -1,199 -10%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$358K +$98.6K +2,950 +38%
HW
614
Hancock Whitney
Mississippi
$356K – – –
BFM
615
Boston Financial Management
Massachusetts
$355K -$58K -1,737 -14%
GBT
616
Grove Bank & Trust
Florida
$347K – – –
HCM
617
Hollencrest Capital Management
California
$347K – – –
BMA
618
Brooks Moore & Associates
Tennessee
$339K – – –
CIA
619
Choate Investment Advisors
Massachusetts
$338K +$338K +10,106 New
JWM
620
JGP Wealth Management
Oregon
$334K – – –
OCM
621
Orion Capital Management
California
$334K +$334K +10,000 New
OFG
622
OmniStar Financial Group
North Carolina
$333K -$51.2K -1,536 -13%
CIA
623
Compass Ion Advisors
Pennsylvania
$332K +$200 +6 +0.1%
PWA
624
Phoenix Wealth Advisors
North Carolina
$332K +$4.27K +128 +1%
BSSFA
625
Baron Silver Stevens Financial Advisors
Florida
$331K – – –
23 24
25
26 27