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

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
3
HNB
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
826
McCarthy Asset Management
California
$138K – – –
CFD
827
Creative Financial Designs
Indiana
$137K +$57K +1,639 +71%
MFC
828
Mechanics Financial Corp
Ohio
$136K +$136K +3,904 New
GM
829
GeoWealth Management
Illinois
$135K +$33.5K +961 +33%
CFB
830
Cullen/Frost Bankers
Texas
$134K +$129K +3,722 +2,659%
DWP
831
Destiny Wealth Partners
Florida
$129K – – –
SWM
832
Selective Wealth Management
Virginia
$125K +$60.1K +1,722 +93%
MRCM
833
M&R Capital Management
New Jersey
$121K -$8.64K -250 -7%
BWM
834
Baystate Wealth Management
Massachusetts
$115K +$5.14K +147 +5%
HNWAG
835
High Net Worth Advisory Group
Florida
$113K +$113K +3,238 New
KPCM
836
Kings Point Capital Management
New York
$107K +$107K +3,064 New
LWP
837
Lumature Wealth Partners
Georgia
$106K -$1.75K -50 -2%
Jones Financial Companies
838
Jones Financial Companies
Missouri
$106K +$106K +3,040 New
FEG
839
Financial Enhancement Group
Indiana
$105K -$4.95K -142 -5%
CWC
840
Carolinas Wealth Consulting
North Carolina
$104K – – –
MAM
841
Mystic Asset Management
Rhode Island
$104K +$104K +3,000 New
CBT
842
Central Bank & Trust
Kentucky
$102K – – –
WWM
843
Wolff Wiese Magana
California
$101K -$24.1K -690 -19%
CH
844
Canton Hathaway
Rhode Island
$98K – – –
WIM
845
Westside Investment Management
California
$97.2K -$54 -25 -0.1%
EWM
846
Endurance Wealth Management
Rhode Island
$97K – – –
BFG
847
Baron Financial Group
New Jersey
$91.3K – – –
TFGT
848
TS Financial Group (TSFG)
Illinois
$88K – – –
IWP
849
IAG Wealth Partners
Wisconsin
$87K – – –
FP
850
Financial Perspectives
Minnesota
$83.5K – – –
32 33
34
35 36