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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
1
AllianceBernstein
Tennessee
$300M
2
Jane Street
2
Jane Street
New York
$155M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.38B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$41.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$727M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$188M
3
HNB
3
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
5
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
51
Partners Capital Investment Group
Massachusetts
$43.8M -$9.36M -268,786 -18%
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$43.3M +$42.6K +1,224 +0.1%
CAAS
53
Capital Asset Advisory Services
Michigan
$42.8M +$1.1M +31,687 +3%
GAG
54
GM Advisory Group
New York
$41.7M -$7.56M -217,317 -15%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$41.3M +$2.09M +60,056 +5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$41.2M +$37.4M +1,074,232 +973%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$40.8M +$10.9M +314,129 +37%
Osaic Holdings
58
Osaic Holdings
Arizona
$40.7M -$8.41M -242,607 -17%
GCM
59
Gladius Capital Management
Illinois
$39.9M – – –
BIAS
60
Beacon Investment Advisory Services
New Jersey
$39M +$2.23M +63,999 +6%
HF
61
HRT Financial
New York
$38.8M -$22.6M -648,003 -37%
Mariner
62
Mariner
Kansas
$38.2M +$3.15M +90,560 +9%
PSUF
63
People's United Financial
Connecticut
$37.4M -$12.7M -364,581 -25%
TWM
64
Tanglewood Wealth Management
Texas
$36.7M +$3.53M +101,319 +11%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$35.7M -$527K -15,126 -1%
VIM
66
VCU Investment Management
Virginia
$35.2M -$318K -9,122 -0.9%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.9M +$1.74M +49,874 +5%
AWA
68
Amplius Wealth Advisors
Pennsylvania
$33.7M +$33.7M +969,163 New
VM
69
VPR Management
Texas
$33.3M – – –
BCM
70
Brookstone Capital Management
Illinois
$33.1M +$2.56M +75,070 +8%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$32.9M -$23.3M -670,100 -42%
OA
72
Oxbow Advisors
Texas
$32.7M -$273K -7,835 -0.8%
MSL
73
Mackay Shields LLC
New York
$32.4M – – –
ZF
74
Zhang Financial
Michigan
$32.3M -$512K -14,720 -2%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$32.3M -$2.69M -77,393 -8%
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