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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.4B -$238M -7,132,438 -15%
Bank of America
2
Bank of America
North Carolina
$1.32B -$10.7M -321,080 -0.8%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.27B +$87.1M +2,605,809 +7%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$1.19B -$52.5M -1,571,462 -4%
Morgan Stanley
5
Morgan Stanley
New York
$836M -$13.9M -416,406 -2%
CSIA
6
Charles Schwab Investment Advisory
California
$670M +$30.4M +910,629 +5%
Wells Fargo
7
Wells Fargo
California
$486M -$35.9M -1,074,804 -7%
PCA
8
Personal Capital Advisors
California
$421M +$29.2M +873,105 +7%
UBS Group
9
UBS Group
Switzerland
$322M -$11.4M -341,198 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$302M +$151M +4,509,099 +99%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$275M +$8.8M +256,914 +3%
Temasek Holdings
12
Temasek Holdings
Singapore
$237M +$85.3M +2,552,222 +56%
Charles Schwab
13
Charles Schwab
California
$199M +$137M +4,114,593 +223%
LPL Financial
14
LPL Financial
California
$195M +$12.8M +382,328 +7%
Ameriprise
15
Ameriprise
Minnesota
$182M -$5.79M -173,539 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$179M -$2.25M -67,349 -1%
PC
17
Packer & Co
Australia
$157M +$157M +4,685,100 New
BA
18
Bridgewater Associates
Connecticut
$127M -$13.6M -405,989 -10%
RJA
19
Raymond James & Associates
Florida
$127M +$3.28M +98,247 +3%
Stifel Financial
20
Stifel Financial
Missouri
$118M +$3.54M +106,055 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$118M +$2.46M +73,566 +2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$116M +$456K +13,009 +0.4%
HighTower Advisors
23
HighTower Advisors
Illinois
$109M +$1.41M +42,318 +1%
HNB
24
Huntington National Bank
Ohio
$103M -$97.2M -6,812 Closed
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$99M -$3.88M -116,163 -4%
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