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iShares Gold Trust
IAU

982 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 276 increasing their positions, 341 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $7.93M

216% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 56

12% more funds holding

Funds holding: 879 → 982 (+103)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$298M)

0.41% more ownership

Funds ownership: 56.2% → 56.61% (+0.41%)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

19% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 341

Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
15.11%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.55%
New
177
Increased
276
Reduced
341
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$206M
2
Jane Street
Jane Street
New York
+$142M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$58.6M
4
Cerity Partners
Cerity Partners
New York
+$52.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$196M
2
JP Morgan Chase
JP Morgan Chase
New York
-$124M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$70.1M
4
Bank of America
Bank of America
North Carolina
-$59.6M
5
Wells Fargo
Wells Fargo
California
-$51.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
926
Capital Advisors Ltd
Ohio
$13K – – –
PAI
927
Pittenger & Anderson Inc
Nebraska
$13K – – –
WWMSC
928
Wagner Wealth Management (South Carolina)
South Carolina
$13K – – –
SIC
929
Salem Investment Counselors
North Carolina
$13K +$2.32K +68 +22%
CCM
930
Cribstone Capital Management
Maine
$12K – – –
NF
931
Norwood Financial
Pennsylvania
$12K +$11.6K +338 New
HI
932
Hoey Investments
Pennsylvania
$11K – – –
GEA
933
Glen Eagle Advisors
New Jersey
$10.2K – – –
CG
934
Cutler Group
California
$10K -$490K -14,344 -98%
TCWA
935
Ten Capital Wealth Advisors
Washington
$10K +$8.37K +245 +613%
MM
936
Main Management
California
$9K -$10.3K -300 -55%
CSWM
937
Cassady Schiller Wealth Management
Ohio
$9K +$8.75K +256 New
RPCONE
938
Retirement Planning Company of New England
Rhode Island
$9K +$8.92K +261 New
FGAM
939
Financial Gravity Asset Management
Texas
$8.04K +$27.5K +805 +39%
EWM
940
Evermay Wealth Management
Virginia
$8K – – –
CWP
941
Concord Wealth Partners
Virginia
$7K +$6.39K +187 New
SFM
942
Signet Financial Management
New Jersey
$7K +$7.11K +208 New
AIC
943
Archer Investment Corporation
Indiana
$6.96K – – –
TCM
944
Tradewinds Capital Management
Washington
$6K -$20.3K -595 -78%
CP
945
Corbenic Partners
Pennsylvania
$6K – – –
CFN
946
Cordasco Financial Network
Florida
$6K – – –
RAM
947
Riggs Asset Management
Pennsylvania
$6K – – –
TCWM
948
Total Clarity Wealth Management
Illinois
$6K – – –
WTA
949
Washington Trust Advisors
Massachusetts
$6K +$5.5K +161 New
KA
950
Kozak & Associates
Colorado
$6K +$5.67K +166 New
36 37
38
39 40

IAU Hedge Fund Activity: Q4 2021 in Review

982 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2021, worth a combined $16.3B — up 1.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IAU positions and 56 closed out — a net gain of 121 holders — while 276 added to existing stakes and 341 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $206M. The largest seller was Bank of Montreal, cutting an estimated $196M.

  • 982 institutional investors held iShares Gold Trust (IAU) as of Q4 2021, up from 879 in Q3 2021.
  • Funds reported $16.3B of iShares Gold Trust stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 177 funds opened new iShares Gold Trust positions in Q4 2021 and 56 closed out, a net change of +121 holders.
  • The largest iShares Gold Trust buyer in Q4 2021 was AllianceBernstein, an estimated $206M added.
  • The largest iShares Gold Trust seller in Q4 2021 was Bank of Montreal, an estimated $196M sold.

Based on aggregated 13F filings for Q4 2021.