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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 %
AFA
876
AllGen Financial Advisors
Florida
– -$14.8M -440,265 Closed
LIM
877
Leavell Investment Management
Alabama
– -$7.08M -435,485 Closed
SC
878
Sagil Capital
United Kingdom
– -$11.8M -351,500 Closed
CBT
879
Capital Bank & Trust
California
– -$10.7M -318,601 Closed
BAM
880
Brave Asset Management
New Jersey
– -$7.66M -227,160 Closed
Renaissance Technologies
881
Renaissance Technologies
New York
– -$4.36M -129,300 Closed
CF
882
Clarity Financial
Texas
– -$3.23M -95,742 Closed
JIP
883
Jaffetilchin Investment Partners
Florida
– -$1.65M -90,964 Closed
EWA
884
Exencial Wealth Advisors
Oklahoma
– -$3.03M -89,795 Closed
GCA
885
Genesee Capital Advisors
New York
– -$2.94M -87,161 Closed
IA
886
IAM Advisory
Pennsylvania
– -$2.94M -87,161 Closed
ACI
887
Alpha Cubed Investments
California
– -$2.74M -81,248 Closed
TW
888
Transform Wealth
Colorado
– -$2.5M -74,169 Closed
UM
889
Ulysses Management
New York
– -$2.36M -70,000 Closed
SPFA
890
Summit Place Financial Advisors
New Jersey
– -$2.35M -69,711 Closed
OMC
891
Old Mission Capital
Illinois
– -$1.78M -52,894 Closed
FIM
892
Freedom Investment Management
Connecticut
– -$1.76M -52,077 Closed
HR
893
Hayden Royal
North Carolina
– -$1.73M -51,352 Closed
FCM
894
Firestone Capital Management
Florida
– -$1.53M -45,231 Closed
CFA
895
Camarda Financial Advisors
Florida
– -$1.52M -44,996 Closed
SFG
896
SageGuard Financial Group
Tennessee
– -$1.48M -43,757 Closed
WCM
897
Whitener Capital Management
North Carolina
– -$1.32M -39,130 Closed
CIG
898
Consolidated Investment Group
Colorado
– -$1.26M -37,500 Closed
AWA
899
Arete Wealth Advisors
Illinois
– -$76K -33,605 Closed
ARC
900
Advisor Resource Council
Texas
– -$1.01M -30,057 Closed
34 35
36
37 38