IAU icon

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 %
SFCL
851
Strengthening Families & Communities LLC
Massachusetts
$78.7K +$78.7K +11,237 New
CA
852
CoreCap Advisors
Michigan
$78K +$78K +2,234 New
VRM
853
Vectors Research Management
New York
$77K +$52.2K +1,500 +211%
FWM
854
Focused Wealth Management
New York
$71K -$5.63K -162 -7%
BCM
855
Blume Capital Management
California
$70K – – –
APW
856
Acima Private Wealth
Virginia
$68K +$68K +1,941 New
S
857
Surevest
California
$64K +$64K +1,826 New
EBA
858
Eagle Bay Advisors
New York
$63K -$3.16K -91 -5%
GFPC
859
Global Financial Private Client
Florida
$61.6K – – –
JEST
860
JTC Employer Solutions Trustee
Jersey
$59K – – –
EI
861
Ellevest Inc
New York
$56K -$3.8K -110 -6%
ME
862
McIlrath & Eck
Washington
$56K – – –
WFA
863
West Financial Advisors
Iowa
$55K +$55K +1,577 New
CFO
864
CVA Family Office
Colorado
$54K +$54K +1,565 New
PO
865
Private Ocean
California
$53K – – –
ACA
866
Atlas Capital Advisors
Wyoming
$52.2K -$17.6K -505 -25%
PCG
867
Private Capital Group
Connecticut
$52K -$35 -1 -0.1%
AWM
868
Atticus Wealth Management
Florida
$52K – – –
BHWM
869
Beaird Harris Wealth Management
Texas
$52K +$52K +1,489 New
CWM
870
Curi Wealth Management
North Carolina
$52K +$52K +1,500 New
AWM
871
Accel Wealth Management
Iowa
$51K – – –
CP
872
Castleview Partners
Texas
$48.9K +$48.9K +1,701,060 New
CHA
873
Carmichael Hill & Associates
Maryland
$48K – – –
TFS
874
TrustCore Financial Services
Tennessee
$48K +$15.6K +450 +48%
SCA
875
Sandy Cove Advisors
Massachusetts
$47K +$47K +1,340 New
33 34
35
36 37