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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 %
C
476
Certuity
Florida
$928K -$405 -12 -0%
NS
477
Newman & Schimel
Illinois
$921K -$1.38M -40,964 -60%
Simplex Trading
478
Simplex Trading
Illinois
$917K -$3.32M -98,532 -78%
MAA
479
Mraz Amerine & Associates
California
$897K -$140K -4,152 -13%
IAN
480
Integrated Advisors Network
Texas
$887K +$619K +18,367 +231%
GC
481
Garde Capital
Washington
$886K +$293K +8,702 +49%
VVP
482
Venture Visionary Partners
Ohio
$870K -$193K -5,736 -18%
FA
483
Forefront Analytics
Pennsylvania
$862K +$66.2K +1,963 +8%
CCT
484
Country Club Trust
Missouri
$860K +$15.4K +460 +2%
NW
485
NewEdge Wealth
Pennsylvania
$858K +$78.6K +2,334 +10%
SAM
486
S.A. Mason
Michigan
$831K +$142K +4,207 +21%
NFG
487
Next Financial Group
Texas
$831K +$183K +5,436 +28%
FHA
488
Flagship Harbor Advisors
Massachusetts
$795K -$91.9K -2,728 -10%
AWM
489
Apollon Wealth Management
South Carolina
$794K +$308K +9,126 +63%
OFA
490
Oak Family Advisors
Illinois
$789K +$19.8K +588 +3%
WJWM
491
Williams Jones Wealth Management
New York
$788K +$165K +4,899 +27%
Comerica Bank
492
Comerica Bank
Texas
$787K +$145K +4,276 +23%
BFO
493
Boston Family Office
Massachusetts
$785K – – –
GW
494
GW & Wade
Massachusetts
$773K -$51.3K -1,521 -6%
MCP
495
Mirador Capital Partners
California
$759K -$1.84M -54,610 -71%
WCM
496
WealthBridge Capital Management
Ohio
$753K -$34 -1 -0%
Vontobel Holding
497
Vontobel Holding
Switzerland
$752K +$202K +6,000 +37%
IWM
498
IHT Wealth Management
Illinois
$746K +$17.8K +528 +2%
JWBC
499
J.W. Burns & Co
New York
$739K -$9K -267 -1%
SAM
500
Strategy Asset Managers
California
$733K +$107K +3,180 +17%
18 19
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