IAU icon

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 %
CCA
326
Cobblestone Capital Advisors
New York
$2.38M +$10.7K +318 +0.5%
UM
327
Ulysses Management
New York
$2.36M – – –
FSA
328
Financial Sense Advisors
California
$2.36M -$841K -24,943 -26%
EDRH
329
Edmond de Rothschild Holding
Switzerland
$2.35M – – –
SPFA
330
Summit Place Financial Advisors
New Jersey
$2.35M +$37.4K +1,108 +2%
CCA
331
Cadent Capital Advisors
Oklahoma
$2.34M +$144K +4,284 +7%
First Manhattan
332
First Manhattan
New York
$2.33M +$3.57K +106 +0.2%
AWA
333
Arkadios Wealth Advisors
Georgia
$2.31M -$3.39M -100,462 -59%
BP
334
Ballentine Partners
Massachusetts
$2.3M -$34 -1 -0%
IWC
335
Integrated Wealth Concepts
Massachusetts
$2.29M +$212K +6,296 +10%
DI
336
DFPG Investments
Utah
$2.29M +$33.3K +968 +1%
NAM
337
Nissay Asset Management
Japan
$2.25M +$1.11M +32,940 +97%
IMC Chicago
338
IMC Chicago
Illinois
$2.24M -$62.2M -1,843,909 -97%
CS
339
Comerica Securities
Michigan
$2.21M +$137K +4,059 +7%
LNWTC
340
Laird Norton Wetherby Trust Company
Washington
$2.21M +$85.3K +2,532 +4%
DL
341
DOHJ LLC
Washington
$2.2M -$163K -4,830 -7%
VCWA
342
Vanguard Capital Wealth Advisors
Colorado
$2.18M +$2.18M +64,791 New
OCM
343
One Capital Management
California
$2.17M +$55K +1,633 +3%
PAMU
344
Pictet Asset Management (UK)
United Kingdom
$2.16M +$1.7M +50,376 +365%
SW
345
SlateStone Wealth
Florida
$2.16M -$506 -15 -0%
GWM
346
Greenhouse Wealth Management
Connecticut
$2.15M – – –
AP
347
Americana Partners
Texas
$2.15M +$266K +8,380 +14%
PFM
348
Patton Fund Management
Texas
$2.14M +$639K +18,955 +43%
WP
349
WMS Partners
Maryland
$2.13M -$708 -21 -0%
UCFA
350
United Capital Financial Advisors
Texas
$2.11M +$299K +8,863 +16%
12 13
14
15 16