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iShares Gold Trust
IAU

Overview Fund Activity

977 hedge funds and large institutions have $16.3B invested in iShares Gold Trust in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 276 increasing their positions, 339 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+102
Holders Change %
+11.66%
% of All Funds
15.09%
Holding in Top 10
101
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.98%
% of All Funds
1.56%
New
176
Increased
276
Reduced
339
Closed
56
Calls
$37.3M
Puts
$7.93M
Net Calls
+$29.3M
Net Calls Change
+$11.1M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$300M
2
Jane Street
2
Jane Street
New York
$155M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.38B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$41.2M
5
CSIA
5
Charles Schwab Investment Advisory
California
$727M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$188M
3
HNB
3
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
5
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
126
KB Financial Partners
New Jersey
$16.6M +$2.54M +72,965 +18%
Citigroup
127
Citigroup
New York
$16.5M -$2.8M -80,569 -15%
TCCM
128
Timber Creek Capital Management
Massachusetts
$16.4M -$8.49K -244 -0.1%
BL
129
BFSG LLC
California
$16.3M -$218K -6,261 -1%
TPWA
130
TRUE Private Wealth Advisors
Oregon
$16M -$2.03M -58,309 -11%
LWA
131
Lowe Wealth Advisors
Maryland
$15.4M +$223K +6,397 +1%
SL
132
Systelligence LLC
Minnesota
$15.1M -$267K -7,681 -2%
FAT
133
First American Trust
California
$15.1M -$91.7K -2,635 -0.6%
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$15M +$9.25M +265,745 +160%
Goldman Sachs
135
Goldman Sachs
New York
$15M -$966K -27,753 -6%
William Blair & Company
136
William Blair & Company
Illinois
$14.6M -$902K -25,909 -6%
LPWM
137
Lake Point Wealth Management
Texas
$14.6M +$410K +11,769 +3%
SRC
138
Sage Rhino Capital
California
$14.5M +$41.5K +1,191 +0.3%
DADC
139
D.A. Davidson & Co
Montana
$14.3M +$921K +26,471 +7%
CAN
140
Cetera Advisor Networks
California
$14.1M -$398K -11,443 -3%
CBA
141
Coastal Bridge Advisors
Connecticut
$14.1M -$1.72M -49,313 -11%
RCA
142
Resonant Capital Advisors
Wisconsin
$14M +$1.83M +52,658 +15%
QC
143
Quent Capital
New York
$13.9M +$13.9M +398,742 New
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$13.8M – – –
FPCM
145
Financial Partners Capital Management
New York
$13.5M -$40.7K -1,170 -0.3%
BF
146
BOK Financial
Oklahoma
$13.4M +$48.9K +1,405 +0.4%
BBVA
147
Banco Bilbao Vizcaya Argentaria
Spain
$13.2M -$35.8K -1,030 -0.3%
Cerity Partners
148
Cerity Partners
New York
$13.1M +$12.7M +1,534,435 +3,140%
ARMC
149
American Research & Management Company
Massachusetts
$13M -$516K -14,829 -4%
OAM
150
Oppenheimer Asset Management
New York
$13M +$47K +1,350 +0.4%
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