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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
FNBOO
1001
First National Bank of Omaha
Nebraska
– -$365K -10,929 Closed
CIA
1002
Compass Ion Advisors
Pennsylvania
– -$332K -9,938 Closed
RWM
1003
Ritholtz Wealth Management
New York
– -$276K -8,250 Closed
KFA
1004
Kelleher Financial Advisors
New York
– -$266K -7,974 Closed
SAM
1005
Silvercrest Asset Management
New York
– -$256K -7,650 Closed
PA
1006
Probity Advisors
Texas
– -$242K -7,252 Closed
MSWMA
1007
Market Street Wealth Management Advisors
Indiana
– -$236K -7,073 Closed
BJL
1008
Brighton Jones LLC
Washington
– -$236K -7,067 Closed
NB
1009
Northwest Bancshares
Pennsylvania
– -$228K -6,838 Closed
CPIA
1010
Cornell Pochily Investment Advisors
New York
– -$227K -6,782 Closed
BCP
1011
Berkeley Capital Partners
Georgia
– -$225K -6,727 Closed
MPCG
1012
Matrix Private Capital Group
New York
– -$223K -6,673 Closed
CFG
1013
Citizens Financial Group
Rhode Island
– -$222K -6,658 Closed
FFS
1014
Founders Financial Securities
Maryland
– -$221K -6,627 Closed
DDPIC
1015
Deroy & Devereaux Private Investment Counsel
Michigan
– -$217K -6,500 Closed
TF
1016
Trek Financial
Arizona
– -$205K -6,138 Closed
JPLA
1017
Joseph P. Lucia & Associates
New York
– -$188K -5,630 Closed
GPA
1018
Guidance Point Advisors
Massachusetts
– -$110K -3,312 Closed
SC
1019
Solstein Capital
California
– -$61K -1,823 Closed
DOA
1020
D'Orazio & Associates
Virginia
– -$48K -1,424 Closed
TH
1021
TCTC Holdings
Texas
– -$43K -1,300 Closed
PP
1022
Pacifica Partners
Canada
– -$36K -1,090 Closed
KIG
1023
Kowal Investment Group
Wisconsin
– -$31K -942 Closed
MA
1024
MCF Advisors
Kentucky
– -$28K -843 Closed
QCG
1025
Quadrant Capital Group
Ohio
– -$25K -750 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.