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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 %
RMDI
926
R.M. Davis Inc
Maine
– -$231K -6,850 Closed
WP
927
WealthShield Partners
North Carolina
– -$228K -6,776 Closed
DWM
928
Destination Wealth Management
California
– -$227K -6,730 Closed
SW
929
SteelPeak Wealth
California
– -$221K -6,554 Closed
SPL
930
Smart Portfolios LLC
Washington
– -$214K -6,341 Closed
NEWAS
931
N.E.W. Advisory Services
Wisconsin
– -$205K -6,093 Closed
P
932
Pitcairn
Pennsylvania
– -$202K -5,977 Closed
BO
933
BRR OpCo
Ohio
– -$201K -5,948 Closed
LRIA
934
Leonard Rickey Investment Advisors
Washington
– -$204K -5,917 Closed
PA
935
Perennial Advisors
New York
– -$148K -4,389 Closed
AF
936
Aldebaran Financial
– -$481K -2,901 Closed
MSFP
937
Mark Sheptoff Financial Planning
Connecticut
– -$67K -2,000 Closed
CFO
938
CVA Family Office
Colorado
– -$53K -1,565 Closed
FI
939
Financial Insights
Washington
– -$521K -1,547 Closed
MS
940
Mizuho Securities
Japan
– -$44K -1,300 Closed
TCOV
941
Trust Company of Vermont
Vermont
– -$41K -1,223 Closed
TRCT
942
Tower Research Capital (TRC)
New York
– -$40K -1,200 Closed
EBSAM
943
Eubel Brady & Suttman Asset Management
Ohio
– -$20K -1,200 Closed
SB
944
Strategic Blueprint
Georgia
– -$35K -1,026 Closed
FRA
945
Front Row Advisors
California
– -$34K -1,000 Closed
AIM
946
Anchor Investment Management
South Carolina
– -$32.7K -969 Closed
HIIFS
947
Harel Insurance Investments & Financial Services
Israel
– -$22K -650 Closed
CWP
948
Concord Wealth Partners
Virginia
– -$21K -610 Closed
EWA
949
Evolution Wealth Advisors
Florida
– -$17K -500 Closed
DTIM
950
Danda Trouve Investment Management
Kansas
– -$10K -300 Closed
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