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iShares Gold Trust
IAU

Overview Fund Activity

875 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 316 increasing their positions, 278 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
15.37%
Holding in Top 10
102
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.03%
% of All Funds
1.79%
New
98
Increased
316
Reduced
278
Closed
81
Calls
$27.5M
Puts
$9.34M
Net Calls
+$18.2M
Net Calls Change
-$6.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$302M
2
Charles Schwab
2
Charles Schwab
California
$199M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$87M
5
Temasek Holdings
5
Temasek Holdings
Singapore
$237M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$11.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.4B
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$315K
4
APF
4
Alaska Permanent Fund
Alaska
$0
5
HNB
5
Huntington National Bank
Ohio
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
Nottingham Advisors
New York
$22.3M +$17.2M +512,333 +338%
FA
102
FDx Advisors
Illinois
$22.2M +$1.29M +38,470 +6%
LFA
103
Legend Financial Advisors
Pennsylvania
$21.8M +$1.28M +38,178 +6%
BCM
104
Bourgeon Capital Management
Connecticut
$21.5M +$269K +8,051 +1%
NCM
105
Narwhal Capital Management
Georgia
$21.4M +$750K +22,453 +4%
CCM
106
Covington Capital Management
California
$21.4M +$4.68M +140,078 +28%
CIM
107
Confluence Investment Management
Missouri
$20.9M +$862K +25,796 +4%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$20.9M +$1.67M +50,031 +9%
BOS
109
Bingham Osborn & Scarborough
California
$20.9M +$7.69M +230,177 +58%
WFI
110
West Family Investments
California
$20.6M +$20.6M +787,674 New
ECG
111
EPIQ Capital Group
California
$20.2M -$1.39M -41,540 -6%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$20.1M -$8.37M -250,497 -29%
EH
113
Equitable Holdings
New York
$19.9M +$1.32M +39,607 +7%
GJIC
114
Gamble Jones Investment Counsel
California
$19.8M -$129K -3,868 -0.6%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$19.6M +$14.8M +444,269 +314%
CCG
116
Chatham Capital Group
Georgia
$18.8M +$92.2K +2,760 +0.5%
Citigroup
117
Citigroup
New York
$18.5M -$1.76M -52,721 -9%
GMA
118
Goldstein Munger & Associates
California
$18.1M +$81K +2,424 +0.4%
MML Investors Services
119
MML Investors Services
Massachusetts
$17.8M -$3.38M -101,266 -16%
SFG
120
Sowa Financial Group
Rhode Island
$17.8M +$17.8M +532,192 New
TPWA
121
TRUE Private Wealth Advisors
Oregon
$17.3M +$1.07M +32,074 +7%
HIM
122
HawsGoodwin Investment Management
Tennessee
$17.3M +$1.31M +39,064 +8%
TFCP
123
Twin Focus Capital Partners
Massachusetts
$17.3M +$329K +9,849 +2%
Citadel Advisors
124
Citadel Advisors
Florida
$17M +$12.1M +361,352 +247%
GG
125
GenWealth Group
New Jersey
$16.9M +$1.23M +36,871 +8%
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5
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