IAU icon

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 %
AIA
726
Arbor Investment Advisors
North Carolina
$273K – – –
MWM
727
Merriman Wealth Management
Washington
$272K +$5.37K +154 +2%
WT
728
Washington Trust
Rhode Island
$269K -$5.6K -161 -2%
CAN
729
Claraphi Advisory Network
United States
$269K +$46.5K +1,339 +21%
FMWA
730
Forvis Mazars Wealth Advisors
Missouri
$269K +$269K +7,718 New
EFS
731
Essex Financial Services
Connecticut
$266K -$496K -14,275 -65%
SIAM
732
Sterling Investment Advisors (Missouri)
Missouri
$266K – – –
RIG
733
Roosevelt Investment Group
New York
$266K – – –
FAB
734
First American Bank
Illinois
$266K – – –
OIA
735
OneDigital Investment Advisors
Kansas
$265K -$53.2K -1,528 -17%
EPWM
736
Essex Private Wealth Management
Massachusetts
$264K -$6.63K -190 -2%
BMWM
737
Brown Miller Wealth Management
Virginia
$264K – – –
IWN
738
Independent Wealth Network
Iowa
$256K -$49.9K -1,434 -16%
ADL
739
Asset Dedication LLC
California
$255K -$29.4K -846 -10%
BS
740
Boenning & Scattergood
Pennsylvania
$255K – – –
FCBT
741
First Citizens Bank & Trust
North Carolina
$255K +$255K +7,323 New
SHWM
742
Smith & Howard Wealth Management
Georgia
$254K – – –
MFW
743
Mosaic Family Wealth
Missouri
$253K -$3.48K -100 -1%
TLCM
744
Twin Lakes Capital Management
California
$253K – – –
VVP
745
Venture Visionary Partners
Ohio
$252K -$33.9K -977 -12%
TC
746
Tacita Capital
Ontario, Canada
$252K – – –
DWM
747
Dopkins Wealth Management
New York
$247K +$247K +7,108 New
Members Trust
748
Members Trust
Florida
$246K +$7.09K +204 +3%
1832 Asset Management
749
1832 Asset Management
Ontario, Canada
$245K – – –
YAL
750
Your Advocates Ltd
Texas
$245K +$66.4K +1,906 +37%
28 29
30
31 32