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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 %
MIAN
901
Mariner Independent Advisor Network
Kansas
– -$942K -27,952 Closed
AIC
902
Ameritas Investment Company
Nebraska
– -$1.09M -21,923 Closed
PFA
903
Pure Financial Advisors
California
– -$706K -20,934 Closed
HSA
904
HBK Sorce Advisory
Pennsylvania
– -$697K -20,662 Closed
TA
905
Tectonic Advisors
Texas
– -$682K -20,236 Closed
CM
906
Caption Management
Oklahoma
– -$590K -17,500 Closed
SI
907
Sprott Inc
Ontario, Canada
– -$536K -15,911 Closed
ITIM
908
Indiana Trust & Investment Management
Indiana
– -$268K -14,808 Closed
Koshinski Asset Management
909
Koshinski Asset Management
Illinois
– -$476K -14,121 Closed
CIC
910
Cutler Investment Counsel
Oregon
– -$435K -12,895 Closed
HCIA
911
Hochman Cole Investment Advisors
Illinois
– -$342K -10,150 Closed
SIC
912
Schwartz Investment Counsel
Michigan
– -$336K -9,964 Closed
AWM
913
Aberdeen Wealth Management
Illinois
– -$318K -9,424 Closed
SVWAG
914
Sound View Wealth Advisors Group
Georgia
– -$311K -9,225 Closed
VIP
915
Viewpoint Investment Partners
Alberta, Canada
– -$278K -8,250 Closed
EPA
916
Element Pointe Advisors
Florida
– -$282K -8,217 Closed
LA
917
Latitude Advisors
Florida
– -$267K -7,929 Closed
PJSIMP
918
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$272K -7,920 Closed
5L
919
55I LLC
Massachusetts
– -$265K -7,863 Closed
SWP
920
ShoreHaven Wealth Partners
New Jersey
– -$247K -7,333 Closed
MCM
921
Murphy Capital Management
New Jersey
– -$238K -7,077 Closed
TA
922
TruWealth Advisors
Louisiana
– -$238K -7,071 Closed
ABC
923
Associated Banc-Corp
Wisconsin
– -$238K -7,052 Closed
VFIC
924
Valley Forge Investment Consultants
Pennsylvania
– -$237K -7,036 Closed
RIS
925
Retirement Income Solutions
Michigan
– -$232K -6,889 Closed
35 36
37
38 39