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iShares Gold Trust
IAU

982 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 276 increasing their positions, 341 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $7.93M

216% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 56

12% more funds holding

Funds holding: 879 → 982 (+103)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$298M)

0.41% more ownership

Funds ownership: 56.2% → 56.61% (+0.41%)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 341

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
15.11%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.55%
New
177
Increased
276
Reduced
341
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$206M
2
Jane Street
Jane Street
New York
+$142M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.6M
4
Cerity Partners
Cerity Partners
New York
+$52.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$196M
2
JP Morgan Chase
JP Morgan Chase
New York
-$124M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$70.1M
4
Bank of America
Bank of America
North Carolina
-$59.6M
5
Wells Fargo
Wells Fargo
California
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
851
Baron Financial Group
New Jersey
$91.3K – – –
TFGT
852
TS Financial Group (TSFG)
Illinois
$88K – – –
IWP
853
IAG Wealth Partners
Wisconsin
$87K – – –
FP
854
Financial Perspectives
Minnesota
$83.5K – – –
SFCL
855
Strengthening Families & Communities LLC
Massachusetts
$78.7K +$384K +11,237 New
CA
856
CoreCap Advisors
Michigan
$78K +$76.3K +2,234 New
VRM
857
Vectors Research Management
New York
$77K +$51.3K +1,500 +211%
FWM
858
Focused Wealth Management
New York
$71K -$5.54K -162 -7%
BCM
859
Blume Capital Management
California
$70K – – –
APW
860
Acima Private Wealth
Virginia
$68K +$66.3K +1,941 New
S
861
Surevest
California
$64K +$62.4K +1,826 New
EBA
862
Eagle Bay Advisors
New York
$63K -$3.11K -91 -5%
GFPC
863
Global Financial Private Client
Florida
$61.6K – – –
JEST
864
JTC Employer Solutions Trustee
Jersey
$59K – – –
EI
865
Ellevest Inc
New York
$56K -$3.76K -110 -6%
ME
866
McIlrath & Eck
Washington
$56K – – –
WFA
867
West Financial Advisors
Iowa
$55K +$53.9K +1,577 New
CFO
868
CVA Family Office
Colorado
$54K +$53.5K +1,565 New
PO
869
Private Ocean
California
$53K – – –
ACA
870
Atlas Capital Advisors
Wyoming
$52.2K -$17.3K -505 -25%
PCG
871
Private Capital Group
Connecticut
$52K -$34 -1 -0.1%
AWM
872
Atticus Wealth Management
Florida
$52K – – –
BHWM
873
Beaird Harris Wealth Management
Texas
$52K +$50.9K +1,489 New
CWM
874
Curi Wealth Management
North Carolina
$52K +$51.3K +1,500 New
AWM
875
Accel Wealth Management
Iowa
$51K – – –
33 34
35
36 37

IAU Hedge Fund Activity: Q4 2021 in Review

982 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2021, worth a combined $16.3B — up 1.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IAU positions and 56 closed out — a net gain of 121 holders — while 276 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $206M. The largest seller was Bank of Montreal, cutting an estimated $196M.

  • 982 institutional investors held iShares Gold Trust (IAU) as of Q4 2021, up from 879 in Q3 2021.
  • Funds reported $16.3B of iShares Gold Trust stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 177 funds opened new iShares Gold Trust positions in Q4 2021 and 56 closed out, a net change of +121 holders.
  • The largest iShares Gold Trust buyer in Q4 2021 was AllianceBernstein, an estimated $206M added.
  • The largest iShares Gold Trust seller in Q4 2021 was Bank of Montreal, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2021.