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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 %
WSWA
751
Warren Street Wealth Advisors
California
$244K +$244K +6,998 New
EA
752
Echo45 Advisors
California
$243K +$243K +6,995 New
SWA
753
Stratos Wealth Advisors
Ohio
$241K +$10.4K +300 +5%
PP
754
Patron Partners
Texas
$240K -$179K -5,150 -43%
BCV
755
Banque Cantonale Vaudoise
Switzerland
$240K +$76.6K +2,200 +47%
CCM
756
Condor Capital Management
New Jersey
$239K -$61.9K -1,776 -21%
RC
757
RegentAtlantic Capital
New Jersey
$239K -$174 -5 -0.1%
MKA
758
M. Kulyk & Associates
Georgia
$237K -$34.8K -1,001 -13%
MGIA
759
Moneta Group Investment Advisors
Missouri
$235K -$4.63K -133 -2%
SC
760
Savant Capital
Illinois
$235K +$235K +6,737 New
Fifth Third Bancorp
761
Fifth Third Bancorp
Ohio
$234K +$18.9K +543 +9%
CA
762
Crumly & Associates
Illinois
$233K – – –
CA
763
Cambridge Advisors
Nebraska
$233K – – –
SIG
764
Spinnaker Investment Group
California
$233K +$233K +6,622 New
SGI
765
Summit Global Investments
Utah
$231K -$352K -10,136 -60%
RIA
766
Realta Investment Advisors
Delaware
$231K -$28.5K -820 -11%
IAIM
767
International Assets Investment Management
Florida
$231K +$231K +6,632 New
TFA
768
Triad Financial Advisors
North Carolina
$231K +$231K +6,635 New
MCM
769
Manchester Capital Management
Vermont
$230K -$20.9K -600 -8%
Parallax Volatility Advisers
770
Parallax Volatility Advisers
California
$230K – – –
FCA
771
FinTrust Capital Advisors
South Carolina
$230K +$142K +4,088 +163%
ACM
772
Advance Capital Management
Michigan
$230K +$230K +6,615 New
GG
773
Gofen & Glossberg
Illinois
$228K – – –
LDFR
774
Lehman & Derafelo Financial Resources
Pennsylvania
$228K – – –
WIC
775
Woodmont Investment Counsel
Tennessee
$227K – – –
29 30
31
32 33