iShares Gold Trust
874 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, 344 reducing their positions, and 140 closing their positions.
250% more call options, than puts
Call options by funds: $35.1M | Put options by funds: $10M
29.31% more ownership
Funds ownership: 26.76% → 56.08% (+29%)
8% more capital invested
Capital invested by funds: $15B → $16.2B (+$1.19B)
7% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 344
2% less funds holding in top 10
Funds holding in top 10: 102 → 100 (-2)
8% less funds holding
Funds holding: 952 → 874 (-78)
49% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$400M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$264M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$174M |
| 4 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$87.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$78.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$129M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$106M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$71.1M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$63.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$55.6M |
IAU Hedge Fund Activity: Q2 2021 in Review
874 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2021, worth a combined $16.2B — up 7.9% from $15B a quarter earlier.
Sellers outnumbered buyers: 140 funds closed out of IAU and 71 opened new positions — a net loss of 69 holders — while 344 trimmed existing stakes and 369 added.
The largest buyer was Kelly Financial Services, adding an estimated $400M. The largest seller was Citigroup, cutting an estimated $129M.
- 874 institutional investors held iShares Gold Trust (IAU) as of Q2 2021, down from 952 in Q1 2021.
- Funds reported $16.2B of iShares Gold Trust stock for Q2 2021, up 7.9% quarter-over-quarter.
- 71 funds opened new iShares Gold Trust positions in Q2 2021 and 140 closed out, a net change of -69 holders.
- The largest iShares Gold Trust buyer in Q2 2021 was Kelly Financial Services, an estimated $400M added.
- The largest iShares Gold Trust seller in Q2 2021 was Citigroup, an estimated $129M sold.
Based on aggregated 13F filings for Q2 2021.