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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 %
KWILP
126
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.1M – – –
BPA
127
Beacon Pointe Advisors
California
$16M -$1.89M -56,715 -11%
BL
128
BFSG LLC
California
$15.8M +$15.8M +473,974 New
TCCM
129
Timber Creek Capital Management
Massachusetts
$15.7M +$3.15M +94,242 +25%
Goldman Sachs
130
Goldman Sachs
New York
$15.3M +$430K +12,876 +3%
CBA
131
Coastal Bridge Advisors
Connecticut
$15.2M -$1.07M -32,082 -7%
William Blair & Company
132
William Blair & Company
Illinois
$14.9M -$467K -13,988 -3%
SL
133
Systelligence LLC
Minnesota
$14.7M +$2.35M +70,407 +19%
FAT
134
First American Trust
California
$14.6M +$20.8K +624 +0.1%
LWA
135
Lowe Wealth Advisors
Maryland
$14.5M +$156K +4,678 +1%
CAN
136
Cetera Advisor Networks
California
$13.9M -$680K -20,341 -5%
SRC
137
Sage Rhino Capital
California
$13.9M +$199K +5,966 +1%
LPWM
138
Lake Point Wealth Management
Texas
$13.6M +$271K +8,122 +2%
KFP
139
KB Financial Partners
New Jersey
$13.5M +$265K +7,932 +2%
New York State Common Retirement Fund
140
New York State Common Retirement Fund
New York
$13.2M -$12.5M -373,515 -49%
KAS
141
Kestra Advisory Services
Texas
$13.2M -$963K -28,819 -7%
ARMC
142
American Research & Management Company
Massachusetts
$13M -$97.9K -2,931 -0.7%
FPCM
143
Financial Partners Capital Management
New York
$12.9M -$111K -3,329 -0.9%
BF
144
BOK Financial
Oklahoma
$12.8M +$12.8M +384,016 New
DADC
145
D.A. Davidson & Co
Montana
$12.8M +$1.4M +41,875 +12%
KC
146
Kingfisher Capital
North Carolina
$12.8M +$322K +9,649 +3%
BBVA
147
Banco Bilbao Vizcaya Argentaria
Spain
$12.7M +$6.23M +185,799 +96%
Nomura Asset Management
148
Nomura Asset Management
Japan
$12.6M +$5.08M +152,100 +67%
OAM
149
Oppenheimer Asset Management
New York
$12.4M +$469K +14,027 +4%
M&T Bank
150
M&T Bank
New York
$12.3M -$926K -27,714 -7%
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