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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 %
HFP
451
Holistic Financial Partners
Indiana
$1.12M -$34 -1 -0%
BFS
452
Bard Financial Services
Connecticut
$1.1M – – –
FPCP
453
Fort Point Capital Partners
California
$1.1M +$1.96K +58 +0.2%
PWM
454
PBMares Wealth Management
Virginia
$1.09M -$7.04K -209 -0.6%
AIC
455
Ameritas Investment Company
Nebraska
$1.09M +$604K +12,156 +124%
HB
456
Homrich & Berg
Georgia
$1.08M +$13.5K +399 +1%
BA
457
Ballew Advisors
Mississippi
$1.07M -$1.07M -31,121 -50%
VC
458
Vicus Capital
Pennsylvania
$1.07M +$259K +7,686 +32%
JF
459
Jump Financial
Illinois
$1.06M -$5.48M -162,671 -84%
Wolverine Trading
460
Wolverine Trading
Illinois
$1.06M -$176K -5,240 -14%
EL
461
EMFO LLC
Florida
$1.06M +$1.06M +31,305 New
WCM
462
Wealthcare Capital Management
Virginia
$1.05M +$39K +1,157 +4%
RZH
463
Relyea Zuckerberg Hanson
Connecticut
$1.04M -$67 -2 -0%
GC
464
Gibson Capital
Pennsylvania
$1.04M +$38.8K +1,158 +4%
PFA
465
Pettinga Financial Advisors
Indiana
$1.02M -$46.8K -1,387 -4%
ARC
466
Advisor Resource Council
Texas
$1.01M +$1.01M +30,057 New
IP
467
Intellectus Partners
California
$997K – – –
PA
468
Parallel Advisors
California
$982K -$68.3K -2,027 -7%
AFP
469
Ausdal Financial Partners
Iowa
$971K +$7.31K +217 +0.8%
KA
470
Kovack Advisors
Florida
$967K +$65.7K +1,948 +7%
MWM
471
Modera Wealth Management
New Jersey
$957K +$20.2K +600 +2%
CCM
472
Courage Capital Management
Tennessee
$944K – – –
MIAN
473
Mariner Independent Advisor Network
Kansas
$942K -$1.64M -48,546 -63%
AIA
474
Avalon Investment & Advisory
Texas
$940K +$49.7K +1,474 +6%
ARIS
475
Advanced Research Investment Solutions
California
$935K -$10.2K -303 -1%
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