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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 %
SEIA
651
Signature Estate & Investment Advisors
California
$386K +$1.43K +41 +0.4%
CRC
652
Catawba River Capital
South Carolina
$384K -$14.8K -425 -4%
HKAM
653
Horizon Kinetics Asset Management
New York
$381K -$6.27K -180 -2%
SYBT
654
Stock Yards Bank & Trust
Kentucky
$373K – – –
VCM
655
Viewpoint Capital Management
Washington
$373K +$373K +10,711 New
WW
656
Westshore Wealth
California
$372K +$372K +10,700 New
HW
657
Hancock Whitney
Mississippi
$371K – – –
Comerica Bank
658
Comerica Bank
Texas
$369K -$410K -11,679 -53%
PA
659
PFG Advisors
Arizona
$364K -$81.3K -2,339 -18%
GBT
660
Grove Bank & Trust
Florida
$362K – – –
CST
661
Charles Schwab Trust
Nevada
$360K -$4.46M -128,107 -93%
TCA
662
Transcend Capital Advisors
New Jersey
$357K -$105K -3,000 -23%
PGFC
663
Peapack-Gladstone Financial Corp
New Jersey
$355K +$128K +3,679 +56%
BMA
664
Brooks Moore & Associates
Tennessee
$353K – – –
DHGWA
665
Dixon Hughes Goodman Wealth Advisors
North Carolina
$353K +$353K +10,143 New
SJIA
666
St. James Investment Advisors
New York
$352K +$352K +10,107 New
CWG
667
Cornerstone Wealth Group
North Carolina
$351K +$351K +10,093 New
OCM
668
Orion Capital Management
California
$348K – – –
BSSFA
669
Baron Silver Stevens Financial Advisors
Florida
$345K – – –
JWM
670
JGP Wealth Management
Oregon
$344K – – –
BRC
671
Bell Rock Capital
Delaware
$344K +$344K +9,956 New
VW
672
Vance Wealth
California
$337K +$337K +9,667 New
NWM
673
NEIRG Wealth Management
Massachusetts
$337K +$337K +9,689 New
5L
674
55I LLC
Massachusetts
$335K +$335K +9,614 New
MFG
675
Merit Financial Group
Georgia
$334K – – –
25 26
27
28 29