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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 %
LG
176
Leuthold Group
Minnesota
$9.23M -$26.4K -789 -0.3%
HCM
177
Howland Capital Management
Massachusetts
$9.15M +$148K +4,416 +2%
CA
178
Cetera Advisors
Colorado
$9.08M +$3.56M +106,591 +65%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$9.05M +$8.49K +254 +0.1%
CGPCS
180
Capital Group Private Client Services
California
$8.99M +$8.99M +268,993 New
NPP
181
New Potomac Partners
Maryland
$8.9M -$65.8K -1,970 -0.7%
RPWA
182
Regent Peak Wealth Advisors
Georgia
$8.82M +$63.3K +1,895 +0.7%
SWP
183
Stratos Wealth Partners
Ohio
$8.67M -$50.3K -1,507 -0.6%
ST
184
Sentinel Trust
Texas
$8.67M -$121K -3,626 -1%
TWM
185
TMD Wealth Management
Arizona
$8.3M +$534K +15,986 +7%
BCI
186
Brinker Capital Investments
Pennsylvania
$8.18M -$4.64M -137,500 -36%
FHA
187
First Horizon Advisors
Tennessee
$8.14M +$7.73M +231,341 +1,873%
PHIMC
188
Private Harbour Investment Management & Counsel
Ohio
$8.12M – – –
WFA
189
Wellspring Financial Advisors
Ohio
$8.09M -$142K -4,260 -2%
MNG
190
Manning & Napier Group
New York
$8.06M – – –
SIAG
191
Signet Investment Advisory Group
Rhode Island
$8.03M +$168K +5,037 +2%
FT
192
Fiduciary Trust
Massachusetts
$8M -$1.21M -36,348 -13%
WLIM
193
White Lighthouse Investment Management
Massachusetts
$7.69M +$608K +18,184 +9%
VCM
194
Verger Capital Management
North Carolina
$7.57M +$1.52M +45,500 +25%
CASB
195
Cape Ann Savings Bank
Massachusetts
$7.52M +$6.52K +195 +0.1%
SFP
196
Sterling Financial Planning
New Jersey
$7.46M +$553K +16,559 +8%
SIC
197
Sigma Investment Counselors
Michigan
$7.06M -$58.6K -1,753 -0.8%
FNBT
198
FineMark National Bank & Trust
Florida
$7.04M +$1.13M +33,936 +19%
PPA
199
Parametric Portfolio Associates
Washington
$6.98M +$723K +21,652 +12%
CHAM
200
Clear Harbor Asset Management
Connecticut
$6.72M +$480K +14,378 +8%
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