IAU icon

iShares Gold Trust

949 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 353 increasing their positions, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-17
Holders Change %
-1.76%
% of All Funds
16.71%
Holding in Top 10
101
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-15.83%
% of All Funds
1.78%
New
83
Increased
353
Reduced
342
Closed
90
Calls
$6.99M
Puts
$10M
Net Calls
-$3.05M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
276
Advisornet Financial
Minnesota
$3.62M +$94.1K +2,894 +3%
KFGK
277
Keystone Financial Group (Kentucky)
Kentucky
$3.6M +$1.46M +44,751 +68%
PWM
278
Perigon Wealth Management
California
$3.6M -$524K -16,106 -13%
AWP
279
Accretive Wealth Partners
New Jersey
$3.58M -$1.1M -33,672 -23%
IA
280
IFP Advisors
Florida
$3.56M -$11.2M -344,340 -76%
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$3.56M +$1.87M +57,360 +110%
GA
282
Gateway Advisory
New Jersey
$3.54M +$44.7K +1,374 +1%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$3.53M
MCC
284
Money Concepts Capital
Florida
$3.5M +$1.08M +33,077 +44%
PFO
285
Pathstone Family Office
New Jersey
$3.46M +$119K +3,646 +4%
RFO
286
RiverGlades Family Offices
Florida
$3.42M -$23.8K -732 -0.7%
BAM
287
Belpointe Asset Management
Nevada
$3.41M -$1.57M -48,309 -32%
SBH
288
Segall Bryant & Hamill
Illinois
$3.41M +$200K +6,147 +6%
LWM
289
Laidlaw Wealth Management
New York
$3.38M +$482K +14,810 +17%
FA
290
Fermata Advisors
California
$3.35M +$3.35M +103,532 New
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$3.34M -$227K -6,969 -6%
FC
292
Ferris Capital
Massachusetts
$3.33M +$271K +8,342 +9%
FIA
293
Foundations Investment Advisors
Arizona
$3.32M +$1.5M +45,195 +82%
PHAM
294
Palisades Hudson Asset Management
Florida
$3.32M +$3.32M +102,097 New
SAMC
295
Spectrum Asset Management (California)
California
$3.32M +$96.5K +2,968 +3%
Mitsubishi UFJ Asset Management
296
Mitsubishi UFJ Asset Management
Japan
$3.26M -$257K -7,918 -7%
DA
297
DCF Advisers
Connecticut
$3.25M
CA
298
Calton & Associates
Florida
$3.2M +$3.2M +98,455 New
OFW
299
Omnia Family Wealth
Florida
$3.15M -$19.2K -590 -0.6%
ZCM
300
Ziegler Capital Management
Illinois
$3.14M