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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 %
JCM
601
Jacobi Capital Management
Pennsylvania
$403K +$76.1K +2,254 +23%
CFGS
602
Concourse Financial Group Securities
Alabama
$400K -$25.2K -749 -6%
KIA
603
KCM Investment Advisors
California
$400K +$33.6K +998 +9%
CNBTD
604
Citizens National Bank Trust Department
Mississippi
$396K +$168K +4,980 +74%
SCM
605
Southport Capital Management
Tennessee
$396K +$396K +11,751 New
OFG
606
OmniStar Financial Group
North Carolina
$388K -$22.6K -670 -5%
GWM
607
GSB Wealth Management
Connecticut
$387K -$34 -1 -0%
CMBA
608
C.M. Bidwell & Associates
Hawaii
$385K -$67 -2 -0%
ATC
609
Argent Trust Co
Tennessee
$380K +$131K +3,889 +53%
PMFA
610
Plante Moran Financial Advisors
Michigan
$378K +$20.8K +617 +6%
SEIA
611
Signature Estate & Investment Advisors
California
$377K -$67 -2 -0%
BDF
612
Black Diamond Financial
Maryland
$372K +$30.3K +899 +9%
Group One Trading
613
Group One Trading
Illinois
$371K -$360K -10,678 -49%
IF
614
IRON Financial
Illinois
$368K -$4.59K -136 -1%
TNAM
615
Terra Nova Asset Management
New York
$364K -$34 -1 -0%
VFA
616
Valeo Financial Advisors
Indiana
$363K +$5.53K +164 +2%
HW
617
Hancock Whitney
Mississippi
$359K – – –
3AM
618
3EDGE Asset Management
Florida
$357K -$13.1M -387,635 -97%
Natixis Advisors
619
Natixis Advisors
Massachusetts
$351K -$266K -7,907 -43%
GBT
620
Grove Bank & Trust
Florida
$350K -$34 -1 -0%
HCM
621
Hollencrest Capital Management
California
$350K -$34 -1 -0%
HWA
622
Hillcrest Wealth Advisors
New Jersey
$349K +$13.5K +400 +4%
SSWM
623
Smith Salley Wealth Management
North Carolina
$342K -$6.06K -180 -2%
HCIA
624
Hochman Cole Investment Advisors
Illinois
$342K – – –
BMA
625
Brooks Moore & Associates
Tennessee
$342K – – –
23 24
25
26 27