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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 %
NF
926
Norwood Financial
Pennsylvania
$12K +$12K +338 New
HI
927
Hoey Investments
Pennsylvania
$11K – – –
GEA
928
Glen Eagle Advisors
New Jersey
$10.2K – – –
CG
929
Cutler Group
California
$10K -$478K -14,344 -98%
TCWA
930
Ten Capital Wealth Advisors
Washington
$10K +$8.6K +245 +613%
MM
931
Main Management
California
$9K -$10.8K -300 -55%
CSWM
932
Cassady Schiller Wealth Management
Ohio
$9K +$9K +256 New
RPCONE
933
Retirement Planning Company of New England
Rhode Island
$9K +$9K +261 New
FGAM
934
Financial Gravity Asset Management
Texas
$8.04K +$2.26K +805 +39%
EWM
935
Evermay Wealth Management
Virginia
$8K – – –
CWP
936
Concord Wealth Partners
Virginia
$7K +$7K +187 New
SFM
937
Signet Financial Management
New Jersey
$7K +$7K +208 New
AIC
938
Archer Investment Corporation
Indiana
$6.96K – – –
TCM
939
Tradewinds Capital Management
Washington
$6K -$21.9K -595 -78%
CFN
940
Cordasco Financial Network
Florida
$6K – – –
CP
941
Corbenic Partners
Pennsylvania
$6K – – –
RAM
942
Riggs Asset Management
Pennsylvania
$6K – – –
TCWM
943
Total Clarity Wealth Management
Illinois
$6K – – –
WTA
944
Washington Trust Advisors
Massachusetts
$6K +$6K +161 New
KA
945
Kozak & Associates
Colorado
$6K +$6K +166 New
RE
946
RBC Europe
United Kingdom
$5K -$41.9K -1,215 -89%
SFPG
947
Stonebridge Financial Planning Group
Florida
$5K – – –
MAWCM
948
Mine & Arao Wealth Creation & Management
California
$5K – – –
DAM
949
Delta Asset Management
Tennessee
$5K – – –
HR
950
Howe & Rusling
New York
$4K -$3.39K -106 -46%
36 37
38
39 40