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iShares Gold Trust
IAU

Overview Fund Activity

870 hedge funds and large institutions have $16.2B invested in iShares Gold Trust in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 369 increasing their positions, 342 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-79
Holders Change %
-8.32%
% of All Funds
15.19%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
1.73%
New
71
Increased
369
Reduced
342
Closed
141
Calls
$35.1M
Puts
$10M
Net Calls
+$25M
Net Calls Change
+$28.1M

Top Buyers

1
KFS
Kelly Financial Services
Massachusetts
+$344M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$271M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
4
HNB
Huntington National Bank
Ohio
+$97.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$126M
2
Ameriprise
Ameriprise
Minnesota
-$103M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$69.3M
4
IMC Chicago
IMC Chicago
Illinois
-$62.2M
5
UBS Group
UBS Group
Switzerland
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cranbrook Wealth Management
Michigan
$5.13M -$31.2K -925 -0.6%
FCIM
227
Fairview Capital Investment Management
California
$5.13M +$236K +6,988 +5%
SAA
228
Southeast Asset Advisors
Georgia
$5.12M -$44.3K -1,313 -0.9%
Bessemer Group
229
Bessemer Group
New Jersey
$5.06M -$159K -4,703 -3%
PC
230
Permanens Capital
New York
$5.06M +$202K +5,995 +4%
AIM
231
Alhambra Investment Management
Florida
$5.02M +$2.05M +60,692 +69%
BAM
232
Belpointe Asset Management
Nevada
$4.98M +$1.44M +42,758 +41%
Citadel Advisors
233
Citadel Advisors
Florida
$4.93M -$38.4M -1,139,231 -89%
SPC
234
Sigma Planning Corp
Michigan
$4.88M +$114K +3,368 +2%
PWP
235
Personal Wealth Partners
Minnesota
$4.88M +$309K +9,176 +7%
KWM
236
Kingsview Wealth Management
Oregon
$4.87M +$280K +8,273 +6%
SCA
237
Strategic Capital Advisers
Colorado
$4.87M -$34 -1 -0%
OC
238
Oppenheimer & Co
New York
$4.85M +$196K +5,808 +4%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$4.77M -$19.9M -588,803 -81%
EC
240
Estate Counselors
Wisconsin
$4.77M +$1.7M +50,325 +55%
MWM
241
Maltin Wealth Management
New Jersey
$4.76M -$11.3K -336 -0.2%
FIA
242
Foundations Investment Advisors
Arizona
$4.75M +$1.3M +37,708 +38%
ACP
243
Aveo Capital Partners
Colorado
$4.72M +$424K +12,568 +10%
CB
244
Commerce Bank
Missouri
$4.68M -$152K -4,503 -3%
MA
245
Mosaic Advisors
Texas
$4.67M +$179K +5,311 +4%
LCAM
246
London & Capital Asset Management
United Kingdom
$4.59M -$84.3K -2,501 -2%
PHS
247
Pekin Hardy Strauss
Illinois
$4.48M -$143K -4,248 -3%
Renaissance Technologies
248
Renaissance Technologies
New York
$4.36M +$2.26M +66,900 +107%
MIC
249
Meridian Investment Counsel
California
$4.33M +$35.4K +1,051 +0.8%
VCM
250
Vivaldi Capital Management
Illinois
$4.3M +$217K +6,400 +5%
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