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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 %
RIG
676
Roosevelt Investment Group
New York
$255K – – –
SIAM
677
Sterling Investment Advisors (Missouri)
Missouri
$255K +$255K +7,637 New
BMWM
678
Brown Miller Wealth Management
Virginia
$253K – – –
CIA
679
Capital Investment Advisors
Georgia
$252K +$14.2K +424 +6%
RIA
680
Realta Investment Advisors
Delaware
$249K -$8.85K -265 -3%
FCCM
681
First City Capital Management
Georgia
$247K – – –
MFW
682
Mosaic Family Wealth
Missouri
$246K – – –
BS
683
Boenning & Scattergood
Pennsylvania
$244K -$50K -1,500 -17%
SHWM
684
Smith & Howard Wealth Management
Georgia
$244K – – –
TLCM
685
Twin Lakes Capital Management
California
$243K – – –
TC
686
Tacita Capital
Ontario, Canada
$242K – – –
PA
687
Probity Advisors
Texas
$242K +$242K +7,252 New
MCM
688
Manchester Capital Management
Vermont
$241K – – –
1832 Asset Management
689
1832 Asset Management
Ontario, Canada
$237K – – –
RC
690
Rinet Company
Massachusetts
$237K +$3.44K +103 +1%
BJL
691
Brighton Jones LLC
Washington
$236K -$74.8K -2,241 -24%
MSWMA
692
Market Street Wealth Management Advisors
Indiana
$236K – – –
BEAM
693
Baker Ellis Asset Management
Washington
$235K – – –
FM
694
Foster & Motley
Ohio
$232K +$18.3K +550 +9%
RC
695
RegentAtlantic Capital
New Jersey
$230K +$230K +6,882 New
MGIA
696
Moneta Group Investment Advisors
Missouri
$230K +$230K +6,884 New
NB
697
Northwest Bancshares
Pennsylvania
$228K -$49.8K -1,493 -18%
CPIA
698
Cornell Pochily Investment Advisors
New York
$227K -$22.8K -680 -9%
Members Trust
699
Members Trust
Florida
$226K – – –
CA
700
Crumly & Associates
Illinois
$226K +$226K +6,775 New
26 27
28
29 30