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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 %
TFS
801
TrustCore Financial Services
Tennessee
$31K -$3.09K -93 -9%
BAM
802
Bellevue Asset Management
Washington
$31K – – –
KIG
803
Kowal Investment Group
Wisconsin
$31K +$31K +942 New
HFA
804
HC Financial Advisors
California
$30K +$30K +892 New
SQA
805
Simon Quick Advisors
New Jersey
$28K – – –
MA
806
MCF Advisors
Kentucky
$28K +$23.3K +700 +490%
PPWM
807
PFG Private Wealth Management
Florida
$28K +$28K +850 New
LWANC
808
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$91.1K -2,705 -78%
OSNBOA
809
Old Second National Bank of Aurora
Illinois
$26K – – –
TCM
810
Tradewinds Capital Management
Washington
$25K -$32.8K -993 -57%
AW
811
Alaethes Wealth
Nevada
$25K – – –
QCG
812
Quadrant Capital Group
Ohio
$25K +$25K +750 New
DSC
813
Duncker Streett & Co
Missouri
$24K – – –
RBC
814
Roble Belko & Company
Pennsylvania
$24K – – –
TC
815
Truvestments Capital
Florida
$24K +$24K +705 New
VRM
816
Vectors Research Management
New York
$24K +$24K +712 New
VNA
817
Valley National Advisers
Pennsylvania
$22K -$9.13K -279 -29%
CTB
818
Country Trust Bank
Illinois
$22K – – –
BMD
819
Better Money Decisions
New Mexico
$20K – – –
BCA
820
Berman Capital Advisors
Georgia
$18K – – –
MM
821
Main Management
California
$18K – – –
ACM
822
Antonetti Capital Management
Florida
$18K +$18K +550 New
IRC
823
Investors Research Corp
Georgia
$17K +$3.26K +100 +24%
LB
824
Legacy Bridge
Iowa
$17K +$17K +500 New
HWA
825
HHM Wealth Advisors
Tennessee
$17K +$17K +500 New
31 32
33
34 35