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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
TIM
976
Tortoise Investment Management
New York
$1K +$649 +19 New
AHIA
977
Andrew Hill Investment Advisors
Florida
$1K +$1.3K +38 New
BLC
978
Brown, Lisle/Cummings
Rhode Island
$870 +$854 +25 New
EWA
979
Evolution Wealth Advisors
Florida
$329 +$323K +9,450 New
BBHC
980
Brown Brothers Harriman & Co
New York
$318 -$4.27K -125 -1%
MB
981
Mizuho Bank
Japan
– -$33.4M -1,000,000 Closed
RBA
982
Richard Bernstein Advisors
New York
– -$25.8M -772,645 Closed
BOS
983
Bingham Osborn & Scarborough
California
– -$20.9M -625,140 Closed
FTUS
984
Flow Traders U.S.
New York
– -$9.52M -284,785 Closed
SBH
985
Segall Bryant & Hamill
Illinois
– -$3.47M -103,865 Closed
TSS
986
Two Sigma Securities
New York
– -$2.59M -75,828 Closed
JF
987
Jump Financial
Illinois
– -$2.11M -63,055 Closed
FTA
988
Financial & Tax Architects
Missouri
– -$1.75M -52,331 Closed
QC
989
QCM Cayman
Texas
– -$1.6M -47,936 Closed
CA
990
Calton & Associates
Florida
– -$1.54M -46,014 Closed
SS
991
Simplicity Solutions
Minnesota
– -$1.38M -41,210 Closed
KPF
992
K2 Principal Fund
Ontario, Canada
– -$1.28M -37,500 Closed
CP
993
Cumberland Partners
Ontario, Canada
– -$1.16M -34,632 Closed
CCM
994
Coldstream Capital Management
Washington
– -$603K -33,514 Closed
GRP
995
Global Retirement Partners
California
– -$677K -20,257 Closed
IP
996
Intellectus Partners
California
– -$520K -15,570 Closed
SSWM
997
Smith Salley Wealth Management
North Carolina
– -$501K -14,994 Closed
CWM
998
CCG Wealth Management
California
– -$461K -13,790 Closed
AFS
999
Aft Forsyth & Sober
Florida
– -$410K -12,250 Closed
LBC
1000
Lowe Brockenbrough & Co
Virginia
– -$380K -11,388 Closed
38 39
40
41 42

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.