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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 %
PWMAG
701
Pinnacle Wealth Management Advisory Group
New Jersey
$300K +$4.97K +143 +2%
ESB
702
Essex Savings Bank
Connecticut
$299K – – –
NP
703
NorthRock Partners
Minnesota
$297K +$297K +8,535 New
Bank Julius Baer & Co
704
Bank Julius Baer & Co
Switzerland
$295K -$473K -13,572 -62%
KWM
705
Kaydan Wealth Management
Michigan
$294K +$294K +8,455 New
RPWA
706
Regent Peak Wealth Advisors
Georgia
$294K -$8.89M -255,396 -97%
PRS
707
Pinkerton Retirement Specialists
Idaho
$290K +$23.1K +665 +9%
FTC
708
Farmers Trust Company
Ohio
$289K – – –
AWM
709
Altavista Wealth Management
North Carolina
$289K – – –
MPM
710
Meritage Portfolio Management
Kansas
$288K – – –
AL
711
Aspiriant LLC
California
$286K +$52.3K +1,495 +22%
WIP
712
WealthCare Investment Partners
Rhode Island
$284K +$284K +8,151 New
RWA
713
Redhawk Wealth Advisors
Minnesota
$283K +$6.36K +183 +2%
MWC
714
MKD Wealth Coaches
Michigan
$282K -$19.2K -552 -6%
TI
715
Trexquant Investment
Connecticut
$282K +$282K +8,113 New
FCH
716
Freestone Capital Holdings
Washington
$280K -$46.6K -1,341 -14%
CC
717
Callan Capital
California
$280K +$280K +8,039 New
PWA
718
Phoenix Wealth Advisors
North Carolina
$278K -$68.2K -1,960 -20%
AA
719
Alesco Advisors
New York
$278K – – –
BA
720
Bridgewater Advisors
New York
$277K – – –
TSWM
721
Tyler-Stone Wealth Management
Ohio
$277K +$277K +7,957 New
CIA
722
Capital Investment Advisors
Georgia
$276K +$14K +403 +5%
PWPS
723
Pinnacle Wealth Planning Services
Ohio
$275K – – –
AP
724
Appleton Partners
Massachusetts
$274K -$6.97K -200 -2%
SCA
725
STALEY CAPITAL ADVISERS
Pennsylvania
$274K – – –
27 28
29
30 31