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iShares Gold Trust
IAU

982 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 276 increasing their positions, 341 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $7.93M

216% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 56

12% more funds holding

Funds holding: 879 → 982 (+103)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$298M)

0.41% more ownership

Funds ownership: 56.2% → 56.61% (+0.41%)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 341

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
15.11%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.55%
New
177
Increased
276
Reduced
341
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$206M
2
Jane Street
Jane Street
New York
+$142M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.6M
4
Cerity Partners
Cerity Partners
New York
+$52.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$196M
2
JP Morgan Chase
JP Morgan Chase
New York
-$124M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$70.1M
4
Bank of America
Bank of America
North Carolina
-$59.6M
5
Wells Fargo
Wells Fargo
California
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
676
NEIRG Wealth Management
Massachusetts
$337K +$331K +9,689 New
5L
677
55I LLC
Massachusetts
$335K +$329K +9,614 New
MFG
678
Merit Financial Group
Georgia
$334K – – –
CIA
679
Choate Investment Advisors
Massachusetts
$331K -$20.1K -589 -6%
LPT
680
Legacy Private Trust
Wisconsin
$331K – – –
QPWM
681
Quadrant Private Wealth Management
Pennsylvania
$331K – – –
BAAM
682
Baker Avenue Asset Management
California
$330K -$60.7K -1,775 -16%
CA
683
CGN Advisors
Kansas
$330K +$5.5K +161 +2%
HCM
684
Hollencrest Capital Management
California
$328K -$33.7K -987 -9%
SCA
685
Snowden Capital Advisors
New York
$327K +$322K +9,418 New
MCCP
686
Mission Creek Capital Partners
California
$326K – – –
OFG
687
OmniStar Financial Group
North Carolina
$324K -$22.8K -666 -7%
FCCM
688
First City Capital Management
Georgia
$323K +$68.4K +2,000 +27%
TC
689
Titleist Capital
Texas
$323K +$317K +9,270 New
AA
690
Auxano Advisors
Washington
$319K – – –
FPB
691
First PREMIER Bank
South Dakota
$316K – – –
ATC
692
Argent Trust Co
Tennessee
$313K +$3.21K +94 +1%
I2I
693
Insight 2811 Inc
Illinois
$313K +$307K +8,995 New
SWA
694
Strategies Wealth Advisors
Michigan
$312K +$306K +8,965 New
CL
695
Choreo LLC
Illinois
$312K – – –
CSIC
696
Clifford Swan Investment Counsel
California
$311K – – –
DY
697
Dowling & Yahnke
California
$311K – – –
WCA
698
Waypoint Capital Advisors
Minnesota
$310K +$304K +8,903 New
BWM
699
Blossom Wealth Management
California
$310K +$304K +8,905 New
DBT
700
Dubuque Bank & Trust
Iowa
$309K – – –
26 27
28
29 30

IAU Hedge Fund Activity: Q4 2021 in Review

982 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2021, worth a combined $16.3B — up 1.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IAU positions and 56 closed out — a net gain of 121 holders — while 276 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $206M. The largest seller was Bank of Montreal, cutting an estimated $196M.

  • 982 institutional investors held iShares Gold Trust (IAU) as of Q4 2021, up from 879 in Q3 2021.
  • Funds reported $16.3B of iShares Gold Trust stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 177 funds opened new iShares Gold Trust positions in Q4 2021 and 56 closed out, a net change of +121 holders.
  • The largest iShares Gold Trust buyer in Q4 2021 was AllianceBernstein, an estimated $206M added.
  • The largest iShares Gold Trust seller in Q4 2021 was Bank of Montreal, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2021.