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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 %
TSS
501
Two Sigma Securities
New York
$731K -$1.9M -56,292 -72%
CCG
502
Cypress Capital Group
Florida
$727K -$24.9K -739 -3%
PPP
503
Private Portfolio Partners
New Jersey
$726K -$2.36K -70 -0.3%
PC
504
Port Capital
Illinois
$720K – – –
PFM
505
Phillips Financial Management
Indiana
$720K +$21.4K +635 +3%
PFA
506
Pure Financial Advisors
California
$706K -$843 -25 -0.1%
KPWS
507
Kestra Private Wealth Services
Texas
$706K +$88.7K +2,632 +14%
HSA
508
HBK Sorce Advisory
Pennsylvania
$697K -$1.27M -37,600 -65%
RIA
509
Regal Investment Advisors
Michigan
$695K +$695K +20,605 New
SCP
510
Silverleafe Capital Partners
Tennessee
$692K -$376K -11,144 -35%
TPCW
511
TD Private Client Wealth
New York
$689K -$344K -10,196 -33%
HC
512
Hamilton Capital
Ohio
$682K +$7.68K +228 +1%
TA
513
Tectonic Advisors
Texas
$682K +$682K +20,236 New
EVM
514
Eaton Vance Management
Massachusetts
$673K -$66.8K -1,977 -9%
BCPWM
515
Bradley & Co Private Wealth Management
Florida
$670K – – –
NFG
516
Nations Financial Group
Iowa
$665K +$30.1K +893 +5%
FM
517
Family Management
New York
$664K -$34 -1 -0%
NA
518
NewEdge Advisors
Louisiana
$660K +$34.3K +1,016 +5%
WANY
519
Wealthspire Advisors (New York)
New York
$653K -$224K -6,657 -26%
EWM
520
Empirical Wealth Management
Washington
$651K -$39.6K -1,175 -6%
IAA
521
Independent Advisor Alliance
North Carolina
$650K +$30.8K +914 +5%
FIM
522
FWL Investment Management
Texas
$649K – – –
VAS
523
Valicenti Advisory Services
New York
$648K -$34 -1 -0%
FNT
524
First National Trust
Pennsylvania
$645K -$79.4K -2,354 -11%
JWCA
525
J.W. Cole Advisors
Florida
$645K +$14.5K +431 +2%
19 20
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