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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 %
Truist Financial
76
Truist Financial
North Carolina
$31.5M -$1.72M -49,334 -5%
SI
77
Stephens Inc
Arkansas
$31.1M -$304K -8,744 -1%
Deutsche Bank
78
Deutsche Bank
Germany
$29.8M -$2.23M -64,019 -7%
LSAG
79
Lake Street Advisors Group
New Hampshire
$29.7M -$12.2M -350,573 -29%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$29.3M +$1.04M +29,873 +4%
NW
81
Naviter Wealth
Arkansas
$29.1M +$29.1M +834,953 New
CT
82
Cambridge Trust
Massachusetts
$28.5M +$21.6M +619,205 +310%
MA
83
MUFG Americas
New York
$28.3M -$4.24M -121,846 -13%
IA
84
IndexIQ Advisors
New York
$28M +$579K +16,646 +2%
TF
85
TIAA FSB
Florida
$27.7M -$924K -26,556 -3%
FCFS
86
First Command Financial Services
Texas
$27.1M +$2.08M +59,879 +8%
MSWM
87
Mader & Shannon Wealth Management
Missouri
$26.7M +$3.46M +99,485 +15%
VCM
88
Vigilant Capital Management
Maine
$26.2M +$1.37M +39,434 +6%
EAMA
89
EFG Asset Management (Americas)
Florida
$25.7M +$519K +14,740 +2%
PI
90
Parkside Investments
Illinois
$25.3M +$184K +5,284 +0.7%
HPWM
91
Highland Private Wealth Management
Washington
$25.3M +$1.89M +54,363 +8%
BFO
92
Biltmore Family Office
North Carolina
$24.5M +$1.2M +34,354 +5%
MGWM
93
Marks Group Wealth Management
Minnesota
$24.5M +$362K +10,391 +1%
KPW
94
Kore Private Wealth
New York
$24.1M -$2.75M -78,926 -10%
FCB
95
First Command Bank
Texas
$24M – – –
EWM
96
Evercore Wealth Management
New York
$23.7M -$753K -21,635 -3%
NCM
97
Narwhal Capital Management
Georgia
$23.1M +$772K +22,164 +3%
CIM
98
Confluence Investment Management
Missouri
$23.1M +$1.29M +37,129 +6%
BCM
99
Bourgeon Capital Management
Connecticut
$22.5M +$106K +3,031 +0.5%
SPIA
100
Strategic Point Investment Advisors
Rhode Island
$22.3M -$5.07M -145,699 -19%
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4
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