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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 %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.8M +$1.54M +45,940 +5%
Deutsche Bank
77
Deutsche Bank
Germany
$30.7M -$3.24M -96,951 -10%
BCM
78
Brookstone Capital Management
Illinois
$30.5M -$1.27M -37,090 -4%
SI
79
Stephens Inc
Arkansas
$30.1M -$3.42M -102,447 -10%
IMC Chicago
80
IMC Chicago
Illinois
$29.6M +$27.4M +819,303 +1,236%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$28.7M +$8.8M +263,384 +44%
CT
82
Cambridge Trust
Massachusetts
$27.6M +$453K +3,273 +2%
TF
83
TIAA FSB
Florida
$27.4M -$1.4M -41,936 -5%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$27.2M +$6.94M +207,598 +34%
IA
85
IndexIQ Advisors
New York
$26.3M +$9.26M +277,205 +54%
SPIA
86
Strategic Point Investment Advisors
Rhode Island
$26.2M +$143K +4,270 +0.5%
RBA
87
Richard Bernstein Advisors
New York
$25.8M +$284K +8,489 +1%
KPW
88
Kore Private Wealth
New York
$25.8M -$5.75K -172 -0%
ST
89
Spinnaker Trust
Maine
$25M +$1.05M +31,506 +4%
STA
90
Summit Trail Advisors
New York
$24.4M -$497K -14,871 -2%
EAMA
91
EFG Asset Management (Americas)
Florida
$24.2M +$883K +26,108 +4%
PI
92
Parkside Investments
Illinois
$24.1M -$208K -6,235 -0.9%
FCB
93
First Command Bank
Texas
$24M -$20.8M -621,695 -46%
FCFS
94
First Command Financial Services
Texas
$24M -$20.8M -621,695 -46%
VCM
95
Vigilant Capital Management
Maine
$23.9M +$759K +22,722 +3%
EWM
96
Evercore Wealth Management
New York
$23.4M +$1.69M +50,692 +8%
MGWM
97
Marks Group Wealth Management
Minnesota
$23.2M +$1.24M +37,215 +6%
HPWM
98
Highland Private Wealth Management
Washington
$22.4M +$1.54M +46,077 +7%
BFO
99
Biltmore Family Office
North Carolina
$22.4M +$4.66M +139,563 +26%
MSWM
100
Mader & Shannon Wealth Management
Missouri
$22.3M -$65.3K -1,954 -0.3%
2 3
4
5 6