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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 %
Fisher Asset Management
601
Fisher Asset Management
Washington
$519K +$519K +14,918 New
MSFS
602
Main Street Financial Solutions
Pennsylvania
$517K -$21.4K -615 -4%
BWA
603
BDO Wealth Advisors
Florida
$515K +$241K +6,925 +88%
OHWP
604
Oak Harbor Wealth Partners
North Carolina
$513K +$513K +14,730 New
CPA
605
Clear Perspective Advisors
Illinois
$511K -$8.7K -250 -2%
LNC
606
Lincoln National Corp
Pennsylvania
$509K +$9.02K +259 +2%
BWM
607
BerganKDV Wealth Management
Minnesota
$502K +$22.9K +658 +5%
B
608
Bridgeworth
Alabama
$498K -$1.61M -46,290 -76%
KFGK
609
Keystone Financial Group (Kentucky)
Kentucky
$497K -$92.3K -2,655 -16%
TMAM
610
Tokio Marine Asset Management
Japan
$491K – – –
OC
611
Oarsman Capital
Wisconsin
$489K -$19.9K -572 -4%
HCM
612
Hengehold Capital Management
Ohio
$487K – – –
VFA
613
Valeo Financial Advisors
Indiana
$485K +$86.4K +2,482 +22%
EWA
614
Encompass Wealth Advisors
Oregon
$481K – – –
MC
615
Moors & Cabot
Massachusetts
$480K +$8.71K +250 +2%
IA
616
IFG Advisory
Georgia
$479K +$174 +5 +0%
CFGS
617
Concourse Financial Group Securities
Alabama
$473K -$35 -1 -0%
TNA
618
True North Advisors
Texas
$473K – – –
PA
619
Pinnacle Associates
New York
$472K +$4.98K +143 +1%
WFAG
620
Wescott Financial Advisory Group
Pennsylvania
$471K – – –
DP
621
DDD Partners
Washington
$464K +$16.2K +465 +4%
EIP
622
Ellis Investment Partners
Pennsylvania
$458K -$58.7K -1,686 -11%
EWA
623
EP Wealth Advisors
California
$455K -$8.56K -246 -2%
RWMH
624
Riverpoint Wealth Management Holdings
Illinois
$455K – – –
CIR
625
Clear Investment Research
Georgia
$455K +$6.61K +190 +1%
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25
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