IAU icon

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 %
PA
576
Pinnacle Associates
New York
$451K +$165K +4,882 +58%
PCWA
577
Pacific Capital Wealth Advisors
California
$451K +$451K +13,382 New
BWM
578
BerganKDV Wealth Management
Minnesota
$450K -$67 -2 -0%
WWM
579
Western Wealth Management
Colorado
$448K +$74.9K +2,222 +20%
MC
580
Moors & Cabot
Massachusetts
$443K -$26.2K -777 -6%
RWMH
581
Riverpoint Wealth Management Holdings
Illinois
$441K – – –
AL
582
Aspiriant LLC
California
$439K -$67 -2 -0%
IFA
583
Interactive Financial Advisors
Illinois
$435K -$37.2K -1,104 -8%
CRC
584
Catawba River Capital
South Carolina
$435K -$2.19K -65 -0.5%
CIC
585
Cutler Investment Counsel
Oregon
$435K -$1.05K -31 -0.2%
DP
586
DDD Partners
Washington
$430K +$43.5K +1,290 +11%
CPA
587
Capital Planning Advisors
California
$429K -$34 -1 -0%
AllianceBernstein
588
AllianceBernstein
Tennessee
$427K -$84.9K -2,521 -17%
MSFS
589
Main Street Financial Solutions
Pennsylvania
$424K -$14.1K -418 -3%
HKAM
590
Horizon Kinetics Asset Management
New York
$422K -$9.97K -296 -2%
WPA
591
West Paces Advisors
Georgia
$422K +$5.39K +160 +1%
IC
592
Inverness Counsel
New York
$421K -$407K – –
UAS
593
United Asset Strategies
New York
$417K -$71.1K -2,108 -15%
BFM
594
Boston Financial Management
Massachusetts
$417K +$58.5K +1,736 +16%
FHA
595
First Horizon Advisors
Tennessee
$416K +$389K +11,553 +1,446%
PP
596
PDS Planning
Ohio
$413K -$3.5K -104 -0.8%
BAAM
597
Baker Avenue Asset Management
California
$409K -$34 -1 -0%
ACA
598
Ackerman Capital Advisors
Texas
$406K +$94.6K +2,808 +30%
PP
599
Patron Partners
Texas
$405K -$16K -476 -4%
CIR
600
Clear Investment Research
Georgia
$404K +$54.6K +1,620 +16%
22 23
24
25 26