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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 %
BCA
951
Bray Capital Advisors
Florida
$4K – – –
CCC
952
Crescent Capital Consulting
Louisiana
$4K – – –
SWA
953
SOA Wealth Advisors
New York
$4K – – –
HCM
954
Highlander Capital Management
New Jersey
$4K – – –
FMP
955
Financial Management Professionals
Texas
$3K -$37K -1,025 -93%
TCM
956
TD Capital Management
Tennessee
$3K -$788 -21 -21%
RFA
957
Reilly Financial Advisors
California
$3K +$3K +96 New
TFP
958
Tilia Fiduciary Partners
North Carolina
$3K +$3K +99 New
FCG
959
Financial Connections Group
California
$3K +$3K +100 New
LWM
960
Liberty Wealth Management
California
$2.58K -$2.93M -87,447 Closed
FFG
961
Ford Financial Group
California
$2.02K -$2 -67 -0.1%
SCA
962
Stonebridge Capital Advisors
Minnesota
$2K – – –
HWM
963
HighMark Wealth Management
Minnesota
$2K – – –
SAM
964
Strategic Asset Management
Minnesota
$2K – – –
DWA
965
Delos Wealth Advisors
Texas
$2K +$2K +65 New
AIP
966
Ameritas Investment Partners
Nebraska
$1K -$3.44K -186 -78%
FF
967
FourThought Financial
Florida
$1K -$963 -26 -49%
HCP
968
Hexagon Capital Partners
Arkansas
$1K -$679 -19 -40%
RCM
969
Rain Capital Management
Oregon
$1K – – –
JWM
970
Janiczek Wealth Management
Colorado
$1K – – –
TIM
971
Tortoise Investment Management
New York
$1K +$1K +19 New
AHIA
972
Andrew Hill Investment Advisors
Florida
$1K +$1K +38 New
BLC
973
Brown, Lisle/Cummings
Rhode Island
$870 +$870 +25 New
EWA
974
Evolution Wealth Advisors
Florida
$329 +$329 +9,450 New
BBHC
975
Brown Brothers Harriman & Co
New York
$318 -$4 -125 -1%
37 38
39
40 41