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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 %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$2.92M -$935K -27,721 -24%
WDC
302
Woodward Diversified Capital
California
$2.91M -$335K -9,944 -10%
ASFA
303
All Season Financial Advisors
Colorado
$2.89M +$2.89M +85,734 New
MCM
304
Mengis Capital Management
Oregon
$2.87M +$181K +5,361 +7%
VWA
305
Visionary Wealth Advisors
Illinois
$2.78M +$169K +5,018 +6%
ACI
306
Alpha Cubed Investments
California
$2.74M +$2.74M +81,248 New
CW
307
CreativeOne Wealth
Kansas
$2.66M +$610K +18,086 +30%
Cohen & Steers
308
Cohen & Steers
New York
$2.65M -$251K -7,433 -9%
AI
309
Atria Investments
North Carolina
$2.65M +$533K +15,805 +25%
NC
310
NewSquare Capital
Pennsylvania
$2.6M -$169K -5,020 -6%
HI
311
Harbour Investments
Wisconsin
$2.6M +$2.6M +77,159 New
UB
312
UMB Bank
Missouri
$2.6M -$507K -15,054 -16%
CS
313
Credit Suisse
Switzerland
$2.56M -$2.9M -86,037 -53%
SC
314
Scotia Capital
Ontario, Canada
$2.54M -$68.8K -2,041 -3%
FMN
315
Financial Management Network
California
$2.51M -$286K -8,410 -10%
TW
316
Transform Wealth
Colorado
$2.5M -$8.43K -250 -0.3%
CG
317
Colony Group
Massachusetts
$2.5M +$15.9K +471 +0.6%
B
318
Bridgeworth
Alabama
$2.49M -$2.63K -78 -0.1%
PIMG
319
Patriot Investment Management Group
Tennessee
$2.47M – – –
WA
320
WBH Advisory
Maryland
$2.46M +$47.1K +1,375 +2%
US Bancorp
321
US Bancorp
Minnesota
$2.45M -$223K -6,621 -8%
GAM
322
Gould Asset Management
California
$2.45M +$84.8K +2,515 +4%
GT
323
Glenmede Trust
Pennsylvania
$2.43M -$658K -19,518 -21%
AIP
324
Almanack Investment Partners
Pennsylvania
$2.39M +$343K +10,181 +17%
WTC
325
WhitTier Trust Company
Nevada
$2.39M -$34 -1 -0%
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