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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 %
GIA
626
Gladstone Institutional Advisory
Florida
$448K -$112K -3,225 -20%
JCM
627
Jacobi Capital Management
Pennsylvania
$447K +$17K +488 +4%
CPA
628
Capital Planning Advisors
California
$442K – – –
BFM
629
Boston Financial Management
Massachusetts
$442K +$72K +2,069 +19%
VWA
630
V Wealth Advisors
Kansas
$440K – – –
HWA
631
Hillcrest Wealth Advisors
New Jersey
$437K -$131K -3,750 -23%
CNBTD
632
Citizens National Bank Trust Department
Mississippi
$437K -$58.3K -1,675 -12%
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$436K -$141K -4,066 -25%
AWM
634
Alterna Wealth Management
Texas
$433K +$433K +12,444 New
IPW
635
Inlet Private Wealth
Florida
$430K -$88.7K -2,550 -17%
WPA
636
West Paces Advisors
Georgia
$430K -$5.57K -160 -1%
WFO
637
Wealthgate Family Office
Colorado
$429K – – –
BDF
638
Black Diamond Financial
Maryland
$415K – – –
ATPW
639
Ashton Thomas Private Wealth
Arizona
$414K +$414K +11,906 New
PP
640
PDS Planning
Ohio
$408K – – –
KIA
641
KCM Investment Advisors
California
$407K -$5.95K -171 -1%
KWM
642
Keebeck Wealth Management
Illinois
$402K +$402K +11,550 New
IF
643
IRON Financial
Illinois
$401K +$20.7K +593 +5%
SG
644
StoneX Group
New York
$400K -$79.9K -2,295 -17%
GWM
645
GSB Wealth Management
Connecticut
$400K +$60.5K +1,737 +18%
GA
646
Greenspring Advisors
Maryland
$400K +$400K +11,494 New
CMBA
647
C.M. Bidwell & Associates
Hawaii
$398K – – –
ONB
648
Old National Bancorp
Indiana
$393K -$116K -3,338 -23%
3AM
649
3EDGE Asset Management
Florida
$391K – – –
BOPW
650
Brandywine Oak Private Wealth
Pennsylvania
$386K -$189K -5,429 -33%
24 25
26
27 28