iShares Gold Trust
879 hedge funds and large institutions have $16B invested in iShares Gold Trust in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 319 increasing their positions, 279 reducing their positions, and 81 closing their positions.
195% more call options, than puts
Call options by funds: $27.5M | Put options by funds: $9.34M
19% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 81
14% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 279
3% more funds holding in top 10
Funds holding in top 10: 100 → 103 (+3)
1.48% more ownership
Funds ownership: 54.72% → 56.2% (+1.5%)
1% more capital invested
Capital invested by funds: $15.8B → $16B (+$135M)
0% more funds holding
Funds holding: 876 → 879 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$154M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$140M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$88.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$88.3M |
| 5 |
Temasek Holdings
Singapore
|
+$87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$243M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$188M |
| 3 |
Bank of New York Mellon
New York
|
-$73.8M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$53.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$36.6M |
IAU Hedge Fund Activity: Q3 2021 in Review
879 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2021, worth a combined $16B — up 0.85% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IAU positions and 81 closed out — a net gain of 15 holders — while 319 added to existing stakes and 279 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Fidelity Investments, cutting an estimated $243M.
- 879 institutional investors held iShares Gold Trust (IAU) as of Q3 2021, up from 876 in Q2 2021.
- Funds reported $16B of iShares Gold Trust stock for Q3 2021, up 0.85% quarter-over-quarter.
- 96 funds opened new iShares Gold Trust positions in Q3 2021 and 81 closed out, a net change of +15 holders.
- The largest iShares Gold Trust buyer in Q3 2021 was JP Morgan Chase, an estimated $154M added.
- The largest iShares Gold Trust seller in Q3 2021 was Fidelity Investments, an estimated $243M sold.
Based on aggregated 13F filings for Q3 2021.