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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 %
CL
251
COWA LLC
Oklahoma
$4.26M +$53.9K +1,593 +1%
CST
252
Charles Schwab Trust
Nevada
$4.24M +$482K +14,313 +13%
AAP
253
Arax Advisory Partners
Colorado
$4.21M +$4.21M +124,826 New
BFP
254
Briaud Financial Planning
Texas
$4.14M -$44.8K -1,329 -1%
NFP
255
Novak Financial Planning
Maryland
$4.13M +$339K +10,052 +9%
HSA
256
Hussman Strategic Advisors
Maryland
$4.08M +$1.97M +58,500 +94%
VCM
257
Versant Capital Management
Arizona
$3.99M -$145K -4,302 -4%
WFG
258
Wills Financial Group
Virginia
$3.96M -$14K -415 -0.4%
IA
259
IFP Advisors
Florida
$3.94M +$248K +7,347 +7%
SAMC
260
Spectrum Asset Management (California)
California
$3.91M +$475K +14,086 +14%
Mitsubishi UFJ Asset Management
261
Mitsubishi UFJ Asset Management
Japan
$3.89M +$511K +15,173 +15%
AWP
262
Accretive Wealth Partners
New Jersey
$3.83M +$117K +3,478 +3%
LWM
263
Laidlaw Wealth Management
New York
$3.81M +$310K +9,181 +9%
GA
264
Gateway Advisory
New Jersey
$3.8M +$127K +3,768 +3%
FA
265
Fermata Advisors
California
$3.75M +$257K +7,618 +7%
OPS
266
Orion Portfolio Solutions
Nebraska
$3.74M -$67.7K -2,009 -2%
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
$3.72M -$155K -4,600 -4%
PWM
268
Perigon Wealth Management
California
$3.72M -$16K -474 -0.4%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$3.71M +$248K +7,365 +7%
AF
270
Advisornet Financial
Minnesota
$3.71M -$43K -1,276 -1%
SFS
271
Sowell Financial Services
Arkansas
$3.63M -$1.3M -38,665 -26%
CGA
272
Crescent Grove Advisors
Illinois
$3.63M +$457K +13,546 +14%
SBH
273
Segall Bryant & Hamill
Illinois
$3.56M +$32K +949 +0.9%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$3.53M +$1.76M +52,293 +100%
RFO
275
RiverGlades Family Offices
Florida
$3.51M -$41.3K -1,224 -1%
9 10
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