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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 %
SSWM
526
Sheets Smith Wealth Management
North Carolina
$644K -$2.9K -86 -0.4%
NPF
527
Norris Perne & French
Michigan
$643K +$21.2K +628 +3%
CCWA
528
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$621K +$186K +5,499 +43%
MFA
529
Mayflower Financial Advisors
Massachusetts
$618K +$10.9K +323 +2%
IPW
530
Inlet Private Wealth
Florida
$613K -$183K -5,420 -23%
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$609K +$53.9K +1,598 +10%
JWCA
532
J.W. Coons Advisors
Ohio
$607K -$118K -3,501 -16%
OWA
533
Outlook Wealth Advisors
Texas
$602K -$49.5K -1,469 -8%
TFO
534
Tarbox Family Office
California
$602K -$34 -1 -0%
ONB
535
Old National Bancorp
Indiana
$594K -$899K -26,679 -60%
LB
536
Leo Brokerage
Texas
$594K +$87.6K +2,597 +17%
CM
537
Caption Management
Oklahoma
$590K +$590K +17,500 New
SCI
538
S&CO Inc
Massachusetts
$579K -$135 -4 -0%
LWAC
539
Laurel Wealth Advisors (California)
California
$579K +$4.99K +148 +0.9%
IC
540
Inscription Capital
Texas
$571K -$2.5M -74,217 -81%
PWP
541
Principle Wealth Partners
Connecticut
$571K – – –
WMA
542
Wealth Management Associates
New Jersey
$564K +$6.64K +197 +1%
NL
543
NWAM LLC
Washington
$559K -$150K -4,437 -21%
PA
544
PFG Advisors
Arizona
$556K -$49.1K -1,458 -8%
Wealth Enhancement Advisory Services
545
Wealth Enhancement Advisory Services
Minnesota
$555K +$5.23K +150 +1%
GIA
546
Gladstone Institutional Advisory
Florida
$551K -$3.56M -105,386 -87%
ISL
547
Ingalls & Snyder LLC
New York
$537K +$259K +7,695 +93%
WIA
548
World Investment Advisors
California
$537K +$341K +10,108 +173%
SI
549
Sprott Inc
Ontario, Canada
$536K +$43K +1,276 +9%
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$12.6K +374 +2%
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