IAU icon

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

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
3
HNB
Huntington National Bank
Ohio
$17.8M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.17B
5
Bank of America
Bank of America
North Carolina
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
176
Summit Trail Advisors
New York
$9.91M -$15.5M -446,327 -61%
QIM
177
Quest Investment Management
Oregon
$9.73M – – –
Mitsubishi UFJ Trust & Banking
178
Mitsubishi UFJ Trust & Banking
Japan
$9.68M +$9.68M +280,000 New
HCM
179
Howland Capital Management
Massachusetts
$9.62M +$86.4K +2,482 +0.9%
AWM
180
AE Wealth Management
Kansas
$9.61M -$1.08M -31,140 -10%
NPP
181
New Potomac Partners
Maryland
$9.49M +$225K +6,451 +2%
LG
182
Leuthold Group
Minnesota
$9.44M -$175K -5,025 -2%
TWM
183
TMD Wealth Management
Arizona
$9.4M +$753K +21,633 +9%
CGPCS
184
Capital Group Private Client Services
California
$9.31M -$54.1K -1,554 -0.6%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$9.28M -$149K -4,266 -2%
M&T Bank
186
M&T Bank
New York
$9.17M -$3.67M -105,325 -29%
SIAG
187
Signet Investment Advisory Group
Rhode Island
$8.85M +$481K +13,821 +6%
ST
188
Sentinel Trust
Texas
$8.76M -$275K -7,901 -3%
FHA
189
First Horizon Advisors
Tennessee
$8.64M +$155K +4,463 +2%
ULWM
190
Upper Left Wealth Management
Florida
$8.64M +$8.64M +248,182 New
WLIM
191
White Lighthouse Investment Management
Massachusetts
$8.51M +$496K +14,249 +6%
MNG
192
Manning & Napier Group
New York
$8.5M -$8.06M – –
PHIMC
193
Private Harbour Investment Management & Counsel
Ohio
$8.49M +$26.8K +770 +0.3%
SC
194
Sinecera Capital
Texas
$8.48M +$8.48M +242,584 New
WFA
195
Wellspring Financial Advisors
Ohio
$8.47M +$45.7K +1,319 +0.5%
SFP
196
Sterling Financial Planning
New Jersey
$8.43M +$658K +18,898 +8%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$8.29M -$12.7M -364,722 -60%
VCM
198
Verger Capital Management
North Carolina
$8.24M +$358K +10,275 +5%
SB
199
Simmons Bank
Arkansas
$8.13M -$2.73M -78,495 -25%
BRWA
200
B. Riley Wealth Advisors
Florida
$8.07M +$2.05M +58,978 +34%
6 7
8
9 10