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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 %
NPT
701
Nixon Peabody Trust
Massachusetts
$225K – – –
BCP
702
Berkeley Capital Partners
Georgia
$225K +$225K +6,727 New
CA
703
Cambridge Advisors
Nebraska
$224K +$134 +4 +0.1%
AL
704
Aspiriant LLC
California
$223K -$211K -6,327 -49%
MPCG
705
Matrix Private Capital Group
New York
$223K – – –
CFG
706
Citizens Financial Group
Rhode Island
$222K -$270K -8,107 -55%
SWA
707
Stratos Wealth Advisors
Ohio
$222K +$6.63K +198 +3%
CFA
708
Carroll Financial Associates
North Carolina
$222K +$13K +390 +6%
FFS
709
Founders Financial Securities
Maryland
$221K -$9.4K -282 -4%
Parallax Volatility Advisers
710
Parallax Volatility Advisers
California
$221K +$221K +6,600 New
GG
711
Gofen & Glossberg
Illinois
$219K -$34.4K -1,031 -14%
LDFR
712
Lehman & Derafelo Financial Resources
Pennsylvania
$219K +$219K +6,550 New
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$218K +$218K +6,513 New
WIC
714
Woodmont Investment Counsel
Tennessee
$218K +$218K +6,519 New
VanEck Associates
715
VanEck Associates
New York
$217K -$23.2K -696 -10%
DDPIC
716
Deroy & Devereaux Private Investment Counsel
Michigan
$217K – – –
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$217K +$668 +20 +0.3%
CNB
718
Camden National Bank
Maine
$217K +$217K +6,500 New
CAN
719
Claraphi Advisory Network
United States
$214K +$8.8K +263 +4%
SWM
720
SeaCrest Wealth Management
New York
$211K -$13.4K -400 -6%
LWA
721
Lenox Wealth Advisors
New York
$211K +$467 +14 +0.2%
PCH
722
PGIM Custom Harvest
New Jersey
$209K +$209K +6,247 New
Fifth Third Bancorp
723
Fifth Third Bancorp
Ohio
$206K -$21.5K -643 -9%
TF
724
Trek Financial
Arizona
$205K +$1.24K +37 +0.6%
FSA
725
Franklin Street Advisors
North Carolina
$203K – – –
27 28
29
30 31