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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 %
JWM
626
JGP Wealth Management
Oregon
$337K – – –
SIC
627
Schwartz Investment Counsel
Michigan
$336K -$34 -1 -0%
PWA
628
Phoenix Wealth Advisors
North Carolina
$336K +$24K +700 +8%
CIA
629
Compass Ion Advisors
Pennsylvania
$335K -$405 -12 -0.1%
BSSFA
630
Baron Silver Stevens Financial Advisors
Florida
$334K -$13.9K -413 -4%
NEIRG
631
New England Investment & Retirement Group
Massachusetts
$332K +$13.9K +413 +4%
OIA
632
OneDigital Investment Advisors
Kansas
$327K +$81.8K +2,431 +33%
QPWM
633
Quadrant Private Wealth Management
Pennsylvania
$321K -$34 -1 -0%
LPT
634
Legacy Private Trust
Wisconsin
$321K +$13.5K +399 +4%
AWM
635
Aberdeen Wealth Management
Illinois
$318K -$176K -5,201 -36%
MCCP
636
Mission Creek Capital Partners
California
$316K – – –
FTC
637
Farmers Trust Company
Ohio
$314K -$67 -2 -0%
CA
638
CGN Advisors
Kansas
$314K +$2.77K +82 +0.9%
BJL
639
Brighton Jones LLC
Washington
$314K +$314K +9,308 New
AssetMark Inc
640
AssetMark Inc
California
$311K -$1.35K -40 -0.4%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$311K – – –
AA
642
Auxano Advisors
Washington
$309K +$12.8K +379 +4%
CSIC
643
Clifford Swan Investment Counsel
California
$308K – – –
CL
644
Choreo LLC
Illinois
$308K +$5.83K +173 +2%
FPB
645
First PREMIER Bank
South Dakota
$306K +$232K +6,882 +315%
FCH
646
Freestone Capital Holdings
Washington
$305K +$5.87K +174 +2%
DY
647
Dowling & Yahnke
California
$301K – – –
TYCC
648
Texas Yale Capital Corp
Florida
$300K -$68 -2 -0%
BS
649
Boenning & Scattergood
Pennsylvania
$297K -$6.73K -200 -2%
CCM
650
Condor Capital Management
New Jersey
$296K +$1.25K +37 +0.4%
24 25
26
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