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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 %
LWM
276
Liberty Wealth Management
California
$3.49M +$2.26M +67,055 +183%
PHAM
277
Palisades Hudson Asset Management
Florida
$3.44M -$34 -1 -0%
DA
278
DCF Advisers
Connecticut
$3.37M – – –
SCI
279
Stableford Capital II
Arizona
$3.36M -$1.75M -52,008 -34%
AAS
280
Avantax Advisory Services
Texas
$3.35M +$136K +4,045 +4%
ANTB
281
AMG National Trust Bank
Colorado
$3.27M +$709K +21,086 +28%
ZCM
282
Ziegler Capital Management
Illinois
$3.26M -$34 -1 -0%
OFW
283
Omnia Family Wealth
Florida
$3.26M -$7.35K -218 -0.2%
CA
284
Calton & Associates
Florida
$3.24M -$75.7K -2,245 -2%
WF
285
Welch & Forbes
Massachusetts
$3.23M -$20.9K -621 -0.6%
HFM
286
Harvest Fund Management
China
$3.23M +$290K +8,573 +10%
CF
287
Clarity Financial
Texas
$3.23M +$2.66M +78,977 +471%
WA
288
Wealth Alliance
New York
$3.16M +$88.9K +2,636 +3%
EWM
289
Executive Wealth Management
Michigan
$3.15M +$459K +13,610 +17%
CCP
290
Cardan Capital Partners
Colorado
$3.14M +$40.9K +1,212 +1%
BC
291
Brio Consultants
California
$3.12M +$253K +7,511 +9%
HW
292
Hamilton Wealth
California
$3.09M +$82.1K +2,437 +3%
SW
293
SVB Wealth
Massachusetts
$3.08M +$796K +23,624 +35%
EWA
294
Exencial Wealth Advisors
Oklahoma
$3.03M +$1.96M +58,230 +184%
DFA
295
Delta Financial Advisors
Louisiana
$2.98M +$45.4K +1,348 +2%
RCM
296
Regency Capital Management
Hawaii
$2.98M +$754K +22,361 +34%
RDWM
297
Red Door Wealth Management
Tennessee
$2.95M -$1.09M -32,301 -27%
EPM
298
Elm Partners Management
Pennsylvania
$2.94M -$1.35M -40,000 -31%
GCA
299
Genesee Capital Advisors
New York
$2.94M +$2.94M +87,161 New
IA
300
IAM Advisory
Pennsylvania
$2.94M +$2.94M +87,161 New
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