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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 %
IFO
151
Independent Family Office
New York
$12.2M +$444K +13,296 +4%
AIS
152
American Investment Services
Massachusetts
$12.1M -$129K -3,862 -1%
APA
153
American Portfolios Advisors
New York
$12M +$713K +21,345 +6%
KFS
154
Kelly Financial Services
Massachusetts
$11.9M -$387M -11,572,479 -97%
OPCM
155
Osborne Partners Capital Management
California
$11.7M +$735K +22,011 +7%
RCA
156
Resonant Capital Advisors
Wisconsin
$11.7M +$11.7M +348,855 New
IIC
157
Integrated Investment Consultants
Michigan
$11.6M -$663K -19,853 -5%
VCM
158
Vision Capital Management
Oregon
$11.4M +$1.06M +31,858 +10%
MWA
159
Meridian Wealth Advisors
Texas
$10.9M +$141K +4,213 +1%
SS
160
Sunbelt Securities
Texas
$10.8M – – –
FTS
161
Fifth Third Securities
Ohio
$10.7M +$10.7M +319,261 New
JFA
162
JNBA Financial Advisors
Minnesota
$10.6M +$42.4K +1,268 +0.4%
CPWM
163
Cardinal Point Wealth Management
California
$10.6M +$211K +6,304 +2%
BL
164
BCWM LLC
Kansas
$10.5M +$1.29M +38,532 +14%
SB
165
Simmons Bank
Arkansas
$10.4M -$959K -28,714 -8%
Jane Street
166
Jane Street
New York
$10.3M +$9.83M +294,314 +2,109%
AWM
167
AE Wealth Management
Kansas
$10.3M +$2.04M +60,994 +25%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$10.2M -$281K -8,415 -3%
PAG
169
Private Advisor Group
New Jersey
$10.2M +$717K +21,445 +8%
VA
170
Valmark Advisers
Ohio
$10.1M +$400K +11,963 +4%
WC
171
Whitney & Co
New York
$10.1M +$353K +10,570 +4%
LCM
172
LVM Capital Management
Michigan
$9.84M -$134K -4,006 -1%
MA
173
Modus Advisors
Minnesota
$9.76M +$859K +25,702 +10%
FTUS
174
Flow Traders U.S.
New York
$9.52M +$9.52M +284,785 New
QIM
175
Quest Investment Management
Oregon
$9.34M – – –
5 6
7
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