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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 %
CIA
676
Choate Investment Advisors
Massachusetts
$331K -$20.5K -589 -6%
LPT
677
Legacy Private Trust
Wisconsin
$331K – – –
QPWM
678
Quadrant Private Wealth Management
Pennsylvania
$331K – – –
BAAM
679
Baker Avenue Asset Management
California
$330K -$61.7K -1,775 -16%
CA
680
CGN Advisors
Kansas
$330K +$5.61K +161 +2%
HCM
681
Hollencrest Capital Management
California
$328K -$34.4K -987 -9%
SCA
682
Snowden Capital Advisors
New York
$327K +$327K +9,418 New
MCCP
683
Mission Creek Capital Partners
California
$326K – – –
OFG
684
OmniStar Financial Group
North Carolina
$324K -$23.1K -666 -7%
FCCM
685
First City Capital Management
Georgia
$323K +$68.9K +2,000 +27%
TC
686
Titleist Capital
Texas
$323K +$323K +9,270 New
AA
687
Auxano Advisors
Washington
$319K – – –
FPB
688
First PREMIER Bank
South Dakota
$316K – – –
ATC
689
Argent Trust Co
Tennessee
$313K +$3.27K +94 +1%
I2I
690
Insight 2811 Inc
Illinois
$313K +$313K +8,995 New
SWA
691
Strategies Wealth Advisors
Michigan
$312K +$312K +8,965 New
CL
692
Choreo LLC
Illinois
$312K – – –
DY
693
Dowling & Yahnke
California
$311K – – –
CSIC
694
Clifford Swan Investment Counsel
California
$311K – – –
WCA
695
Waypoint Capital Advisors
Minnesota
$310K +$310K +8,903 New
BWM
696
Blossom Wealth Management
California
$310K +$310K +8,905 New
TYCC
697
Texas Yale Capital Corp
Florida
$309K – – –
DBT
698
Dubuque Bank & Trust
Iowa
$309K – – –
PMFA
699
Plante Moran Financial Advisors
Michigan
$306K -$94.4K -2,713 -24%
AWM
700
Altium Wealth Management
New York
$304K +$32.8K +943 +12%
26 27
28
29 30