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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 %
MB
976
Mizuho Bank
Japan
– -$33.4M -1,000,000 Closed
RBA
977
Richard Bernstein Advisors
New York
– -$25.8M -772,645 Closed
BOS
978
Bingham Osborn & Scarborough
California
– -$20.9M -625,140 Closed
FTUS
979
Flow Traders U.S.
New York
– -$9.52M -284,785 Closed
SBH
980
Segall Bryant & Hamill
Illinois
– -$3.47M -103,865 Closed
TSS
981
Two Sigma Securities
New York
– -$2.53M -75,828 Closed
JF
982
Jump Financial
Illinois
– -$2.11M -63,055 Closed
FTA
983
Financial & Tax Architects
Missouri
– -$1.75M -52,331 Closed
QC
984
QCM Cayman
Texas
– -$1.6M -47,936 Closed
CA
985
Calton & Associates
Florida
– -$1.54M -46,014 Closed
SS
986
Simplicity Solutions
Minnesota
– -$1.38M -41,210 Closed
KPF
987
K2 Principal Fund
Ontario, Canada
– -$1.25M -37,500 Closed
CP
988
Cumberland Partners
Ontario, Canada
– -$1.16M -34,632 Closed
CCM
989
Coldstream Capital Management
Washington
– -$603K -33,514 Closed
GRP
990
Global Retirement Partners
California
– -$677K -20,257 Closed
IP
991
Intellectus Partners
California
– -$520K -15,570 Closed
SSWM
992
Smith Salley Wealth Management
North Carolina
– -$501K -14,994 Closed
CWM
993
CCG Wealth Management
California
– -$461K -13,790 Closed
AFS
994
Aft Forsyth & Sober
Florida
– -$410K -12,250 Closed
LBC
995
Lowe Brockenbrough & Co
Virginia
– -$380K -11,388 Closed
FNBOO
996
First National Bank of Omaha
Nebraska
– -$365K -10,929 Closed
CIA
997
Compass Ion Advisors
Pennsylvania
– -$332K -9,938 Closed
RWM
998
Ritholtz Wealth Management
New York
– -$276K -8,250 Closed
KFA
999
Kelleher Financial Advisors
New York
– -$266K -7,974 Closed
SAM
1000
Silvercrest Asset Management
New York
– -$256K -7,650 Closed
38 39
40
41 42