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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 %
BSW
426
Buckingham Strategic Wealth
Missouri
$1.34M -$106K -3,133 -7%
BA
427
Bristlecone Advisors
Washington
$1.34M +$82K +2,433 +7%
NL
428
NKCFO LLC
Illinois
$1.33M -$7.36M -218,250 -85%
WCM
429
Whitener Capital Management
North Carolina
$1.32M +$65.9K +1,956 +5%
LWCFA
430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M +$1.32M +39,060 New
BAM
431
Baldrige Asset Management
Pennsylvania
$1.31M -$161K -4,790 -11%
TC
432
TAP Consulting
Missouri
$1.3M +$180K +5,343 +16%
BWP
433
Baldwin Wealth Partners
Massachusetts
$1.27M – – –
CIG
434
Consolidated Investment Group
Colorado
$1.26M – – –
WT
435
Whittier Trust
California
$1.26M -$34 -1 -0%
ECM
436
Evergreen Capital Management
Washington
$1.26M -$34 -1 -0%
PFP
437
Pinnacle Financial Partners
Tennessee
$1.23M -$23.1K -684 -2%
PWA
438
Pinnacle Wealth Advisors
Tennessee
$1.23M +$1.23M +36,377 New
VAM
439
Verity Asset Management
North Carolina
$1.21M +$86.7K +2,572 +8%
OPA
440
Old Port Advisors
Maine
$1.2M +$948K +27,251 +383%
TCA
441
Transcend Capital Advisors
New Jersey
$1.19M -$17K -503 -1%
EE
442
EWG Elevate
California
$1.19M +$276K +8,172 +30%
AAM
443
Aureus Asset Management
Massachusetts
$1.19M +$447K +13,249 +60%
SGI
444
Summit Global Investments
Utah
$1.18M +$224K +6,642 +23%
CFM
445
Coronation Fund Managers
South Africa
$1.18M – – –
BPC
446
Banque Pictet & Cie
Switzerland
$1.17M +$16.1K +478 +1%
V
447
Veritable
Delaware
$1.16M +$219K +6,497 +23%
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$1.16M -$366K -10,893 -24%
HT
449
HAP Trading
New York
$1.15M -$534K -15,850 -32%
CA
450
Clearstead Advisors
Ohio
$1.13M +$23.3K +690 +2%
16 17
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