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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
BMD
1026
Better Money Decisions
New Mexico
– -$20K -600 Closed
CI
1027
CX Institutional
Indiana
– -$14K -424 Closed
CBT
1028
CoreFirst Bank & Trust
Kansas
– -$9K -275 Closed
CFA
1029
Cahill Financial Advisors
Minnesota
– -$8K -232 Closed
AWM
1030
Activest Wealth Management
Florida
– -$7.04K -206 -99%
KTC
1031
Kistler-Tiffany Companies
Pennsylvania
– -$6K -168 Closed
DI
1032
Disciplined Investments
Oklahoma
– -$3K -82 Closed
AA
1033
AlphaMark Advisors
Kentucky
– -$2K -50 Closed
IPW
1034
IronBridge Private Wealth
Texas
– -$1K -21 Closed
HNWA
1035
Henrickson Nauta Wealth Advisors
Michigan
– +$137 +4 New
BWL
1036
Bogart Wealth LLC
Virginia
– +$239 +7 +350%
CFCI
1037
Comprehensive Financial Consultants Institutional
Indiana
– +$820 +24 New
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.