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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
$302M
2
Charles Schwab
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
Alaska Permanent Fund
Alaska
$0
5
HNB
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBD
651
Landsberg Bennett & Dubbaneh
Florida
$281K – – –
FTC
652
Farmers Trust Company
Ohio
$278K -$33.5K -1,000 -11%
MPM
653
Meritage Portfolio Management
Kansas
$277K – – –
AWM
654
Altavista Wealth Management
North Carolina
$277K +$277K +8,297 New
RWM
655
Ritholtz Wealth Management
New York
$276K +$7.76K +232 +3%
VVP
656
Venture Visionary Partners
Ohio
$275K -$587K -17,587 -68%
ADL
657
Asset Dedication LLC
California
$273K – – –
AP
658
Appleton Partners
Massachusetts
$270K +$15.5K +464 +6%
AA
659
Alesco Advisors
New York
$267K +$3.51K +105 +1%
BA
660
Bridgewater Advisors
New York
$266K -$8.32K -249 -3%
RWA
661
Redhawk Wealth Advisors
Minnesota
$266K +$12.3K +367 +5%
KFA
662
Kelleher Financial Advisors
New York
$266K +$266K +7,974 New
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$264K – – –
SCA
664
STALEY CAPITAL ADVISERS
Pennsylvania
$263K – – –
BWA
665
BDO Wealth Advisors
Florida
$263K – – –
WT
666
Washington Trust
Rhode Island
$263K +$263K +7,893 New
AIA
667
Arbor Investment Advisors
North Carolina
$262K +$12.4K +371 +5%
WCM
668
Wealthcare Capital Management
Virginia
$261K -$777K -23,267 -75%
MKA
669
M. Kulyk & Associates
Georgia
$261K +$44.6K +1,336 +21%
AWM
670
Altium Wealth Management
New York
$260K – – –
EPWM
671
Essex Private Wealth Management
Massachusetts
$259K +$259K +7,761 New
PRS
672
Pinkerton Retirement Specialists
Idaho
$256K – – –
MWM
673
Merriman Wealth Management
Washington
$256K +$11.7K +350 +5%
SAM
674
Silvercrest Asset Management
New York
$256K +$256K +7,650 New
FAB
675
First American Bank
Illinois
$255K – – –
25 26
27
28 29