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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 %
IFO
151
Independent Family Office
New York
$12.9M +$207K +5,942 +2%
OPCM
152
Osborne Partners Capital Management
California
$12.7M +$544K +15,625 +4%
APA
153
American Portfolios Advisors
New York
$12.7M +$201K +5,774 +2%
AIS
154
American Investment Services
Massachusetts
$12.7M +$106K +3,056 +0.8%
KAS
155
Kestra Advisory Services
Texas
$12.5M -$1.23M -35,381 -9%
VCM
156
Vision Capital Management
Oregon
$12.4M +$513K +14,731 +4%
SS
157
Sunbelt Securities
Texas
$11.7M +$836K +24,058 +8%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$11.6M +$11.6M +333,971 New
FCM
159
Fourpath Capital Management
Oklahoma
$11.4M +$11.4M +328,247 New
CPWMP
160
Cardinal Point Wealth Management Partners
California
$11.3M +$11.3M +325,398 New
MWA
161
Meridian Wealth Advisors
Texas
$11.3M -$69.2K -1,988 -0.6%
IIC
162
Integrated Investment Consultants
Michigan
$11.2M -$841K -24,165 -7%
CA
163
Cambridge Associates
Massachusetts
$11.2M +$4.55M +130,671 +69%
BL
164
BCWM LLC
Kansas
$11.1M +$130K +3,747 +1%
SWP
165
Stratos Wealth Partners
Ohio
$11M +$1.96M +56,341 +22%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$10.9M +$294K +8,452 +3%
JFA
167
JNBA Financial Advisors
Minnesota
$10.8M -$306K -8,793 -3%
MCM
168
Morton Capital Management
California
$10.7M +$10.7M +308,040 New
FA
169
Faithward Advisors
Pennsylvania
$10.5M +$9.69M +278,299 +1,201%
VA
170
Valmark Advisers
Ohio
$10.5M -$36.8K -1,058 -0.4%
LFA
171
Legend Financial Advisors
Pennsylvania
$10.4M -$12.3M -352,629 -54%
LCM
172
LVM Capital Management
Michigan
$10.2M -$20.5K -590 -0.2%
MA
173
Modus Advisors
Minnesota
$10.2M +$29.9K +859 +0.3%
FTS
174
Fifth Third Securities
Ohio
$10.1M -$1.03M -29,459 -9%
KC
175
Kingfisher Capital
North Carolina
$9.99M -$3.32M -95,289 -25%
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