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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 %
FI
551
Financial Insights
Washington
$521K +$521K +1,547 New
EIP
552
Ellis Investment Partners
Pennsylvania
$517K -$13.4K -397 -3%
HH
553
Hilltop Holdings
Texas
$516K +$32.8K +973 +7%
GRP
554
Global Retirement Partners
California
$516K +$168K +4,990 +48%
EFS
555
Essex Financial Services
Connecticut
$514K +$297K +8,802 +137%
KCM
556
Kornitzer Capital Management
Kansas
$510K -$67 -2 -0%
HCA
557
Horan Capital Advisors
Ohio
$509K – – –
BOPW
558
Brandywine Oak Private Wealth
Pennsylvania
$506K +$290K +8,593 +134%
CPA
559
Clear Perspective Advisors
Illinois
$504K -$34 -1 -0%
CG
560
Cutler Group
California
$498K +$498K +14,787 +211,243%
CFG
561
Citizens Financial Group
Rhode Island
$497K +$221K +6,575 +80%
OC
562
Oarsman Capital
Wisconsin
$493K -$23.4K -693 -5%
ICP
563
Interchange Capital Partners
Pennsylvania
$484K -$3.73M -110,909 -89%
AF
564
Aldebaran Financial
$481K +$234K +1,410 +95%
Koshinski Asset Management
565
Koshinski Asset Management
Illinois
$476K +$98.2K +2,914 +26%
TMAM
566
Tokio Marine Asset Management
Japan
$475K – – –
EWA
567
EP Wealth Advisors
California
$473K -$11.3K -336 -2%
HCM
568
Hengehold Capital Management
Ohio
$472K +$472K +14,000 New
Jane Street
569
Jane Street
New York
$470K +$111K +3,309 +31%
IA
570
IFG Advisory
Georgia
$469K -$135 -4 -0%
WFAG
571
Wescott Financial Advisory Group
Pennsylvania
$466K -$34 -1 -0%
EWA
572
Encompass Wealth Advisors
Oregon
$466K – – –
SG
573
StoneX Group
New York
$464K -$39.5K -1,173 -8%
VWA
574
V Wealth Advisors
Kansas
$460K -$1.25M -37,194 -73%
TNA
575
True North Advisors
Texas
$458K +$458K +13,599 New
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