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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 %
BWM
751
Baystate Wealth Management
Massachusetts
$105K -$14.2K -425 -12%
FEG
752
Financial Enhancement Group
Indiana
$105K -$1.5K -45 -1%
LWP
753
Lumature Wealth Partners
Georgia
$103K +$39.3K +1,176 +62%
CWC
754
Carolinas Wealth Consulting
North Carolina
$100K – – –
CBT
755
Central Bank & Trust
Kentucky
$97K -$60.8K -1,831 -39%
GM
756
GeoWealth Management
Illinois
$97K +$40.8K +1,221 +72%
SIM
757
Sonora Investment Management
Arizona
$95K – – –
EWM
758
Endurance Wealth Management
Rhode Island
$94K – – –
CH
759
Canton Hathaway
Rhode Island
$94K – – –
FGAM
760
Financial Gravity Asset Management
Texas
$94K +$7.67K +168 +9%
WIM
761
Westside Investment Management
California
$93.3K +$882 +425 +1%
BFG
762
Baron Financial Group
New Jersey
$87.6K – – –
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K -$1.23M -36,554 -94%
TFGT
764
TS Financial Group (TSFG)
Illinois
$84K – – –
IWP
765
IAG Wealth Partners
Wisconsin
$84K +$9.71K +290 +13%
FCA
766
FinTrust Capital Advisors
South Carolina
$84K +$54.5K +1,631 +185%
FP
767
Financial Perspectives
Minnesota
$80.2K – – –
CFD
768
Creative Financial Designs
Indiana
$77K -$10K -300 -12%
FWM
769
Focused Wealth Management
New York
$74K -$2.96K -88 -4%
HPC
770
HM Payson & Co
Maine
$69K +$37.2K +1,107 +117%
BCM
771
Blume Capital Management
California
$67K – – –
ACA
772
Atlas Capital Advisors
Wyoming
$67K – – –
SWM
773
Selective Wealth Management
Virginia
$62K +$62K +1,859 New
SC
774
Solstein Capital
California
$61K +$61K +1,823 New
BWP
775
Baldwin Wealth Partners
Massachusetts
$60K -$1.2M -35,985 -95%
29 30
31
32 33