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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
1
AllianceBernstein
Tennessee
$300M
2
Jane Street
2
Jane Street
New York
$155M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.38B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$41.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$727M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$188M
3
HNB
3
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
5
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
901
Truvestments Capital
Florida
$25K +$246 +7 +1%
FCMT
902
Founders Capital Management (Texas)
Texas
$25K +$25K +710 New
SIC
903
SJS Investment Consulting
Ohio
$25K +$25K +712 New
NIC
904
Northwest Investment Counselors
Oregon
$24K +$24K +703 New
CTB
905
Country Trust Bank
Illinois
$23K – – –
NFSG
906
Newbridge Financial Services Group
Florida
$22K -$13.6K -392 -38%
IAG
907
Investmark Advisory Group
Connecticut
$22K +$22K +657 New
VNA
908
Valley National Advisers
Pennsylvania
$19K -$4.17K -121 -18%
ACM
909
Antonetti Capital Management
Florida
$19K – – –
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K -$69.8K -1,992 -79%
IRC
911
Investors Research Corp
Georgia
$18K – – –
ZIG
912
Zullo Investment Group
Pennsylvania
$18K +$18K +505 New
FAG
913
Fortitude Advisory Group
Washington
$18K +$18K +528 New
HWA
914
HHM Wealth Advisors
Tennessee
$17K – – –
LB
915
Legacy Bridge
Iowa
$17K – – –
PA
916
PSI Advisors
Florida
$17K – – –
ETI
917
Enterprise Trust & Investment
California
$16K – – –
SA
918
SRH Advisors
Kansas
$14K – – –
FNBOSM
919
First National Bank of South Miami
Florida
$14K – – –
UFF
920
USA Financial Formulas
Michigan
$14K +$14K +395 New
WWM
921
Wagner Wealth Management
South Carolina
$13K – – –
CAL
922
Capital Advisors Ltd
Ohio
$13K – – –
PAI
923
Pittenger & Anderson Inc
Nebraska
$13K – – –
SIC
924
Salem Investment Counselors
North Carolina
$13K +$2.34K +68 +22%
CCM
925
Cribstone Capital Management
Maine
$12K – – –
35 36
37
38 39