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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
1
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
2
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
HNB
5
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
851
Cullen/Frost Bankers
Texas
$5K – – –
DAM
852
Delta Asset Management
Tennessee
$5K – – –
CFN
853
Cordasco Financial Network
Florida
$5K – – –
MAWCM
854
Mine & Arao Wealth Creation & Management
California
$5K – – –
VCWA
855
Vanguard Capital Wealth Advisors
Colorado
$4.34K +$2.17K +64,553 +100%
SWA
856
SOA Wealth Advisors
New York
$4K – – –
CCC
857
Crescent Capital Consulting
Louisiana
$4K – – –
HCM
858
Highlander Capital Management
New Jersey
$4K – – –
BCA
859
Bray Capital Advisors
Florida
$4K – – –
DI
860
Disciplined Investments
Oklahoma
$3K +$3K +82 New
TCM
861
TD Capital Management
Tennessee
$3K +$3K +101 New
SCA
862
Stonebridge Capital Advisors
Minnesota
$2K -$4K -100 -67%
HCP
863
Hexagon Capital Partners
Arkansas
$2K – – –
HWMA
864
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
AA
865
AlphaMark Advisors
Kentucky
$2K – – –
HWM
866
HighMark Wealth Management
Minnesota
$2K – – –
SAM
867
Strategic Asset Management
Minnesota
$2K +$2K +50 New
RCM
868
Rain Capital Management
Oregon
$1K -$37.2K -930 -97%
TCWA
869
Ten Capital Wealth Advisors
Washington
$1K -$7.83K -313 -89%
IPW
870
IronBridge Private Wealth
Texas
$1K – – –
JWM
871
Janiczek Wealth Management
Colorado
$1K – – –
FF
872
FourThought Financial
Florida
$1K +$1K +53 New
BBHC
873
Brown Brothers Harriman & Co
New York
$310 – – –
APF
874
Alaska Permanent Fund
Alaska
– -$188M -5,568,000 Closed
MIA
875
MainStreet Investment Advisors
Illinois
– -$25.7M -763,340 Closed
33 34
35
36 37