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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 %
MWC
651
MKD Wealth Coaches
Michigan
$294K -$33.2K -984 -10%
HDIM
652
Hanson & Doremus Investment Management
Vermont
$287K +$96.1K +5,346 +50%
PWMAG
653
Pinnacle Wealth Management Advisory Group
New Jersey
$284K +$284K +8,423 New
EPA
654
Element Pointe Advisors
Florida
$282K – – –
LBD
655
Landsberg Bennett & Dubbaneh
Florida
$281K -$199K -5,948 -42%
NB
656
Northwest Bancshares
Pennsylvania
$281K -$37.9K -1,123 -12%
MPM
657
Meritage Portfolio Management
Kansas
$279K – – –
VIP
658
Viewpoint Investment Partners
Alberta, Canada
$278K +$80.9K +2,400 +41%
BA
659
Bridgewater Advisors
New York
$277K +$277K +8,208 New
ADL
660
Asset Dedication LLC
California
$275K -$67 -2 -0%
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$85.4K -2,488 -24%
ACM
662
AlphaStar Capital Management
North Carolina
$272K +$75K +2,227 +38%
RWM
663
Ritholtz Wealth Management
New York
$270K +$270K +8,018 New
SMDAM
664
Sumitomo Mitsui DS Asset Management
Japan
$269K +$16.8K +500 +7%
ITIM
665
Indiana Trust & Investment Management
Indiana
$268K +$134K +7,404 +100%
LA
666
Latitude Advisors
Florida
$267K -$35.4K -1,050 -12%
SCA
667
STALEY CAPITAL ADVISERS
Pennsylvania
$266K -$34 -1 -0%
BWA
668
BDO Wealth Advisors
Florida
$266K -$34 -1 -0%
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$266K – – –
AA
670
Alesco Advisors
New York
$266K +$3.34K +99 +1%
5L
671
55I LLC
Massachusetts
$265K +$96.3K +2,858 +57%
AWM
672
Altium Wealth Management
New York
$262K -$20.8K -619 -7%
SYBT
673
Stock Yards Bank & Trust
Kentucky
$262K +$30.3K +899 +13%
RIA
674
Realta Investment Advisors
Delaware
$260K +$370 +11 +0.1%
PRS
675
Pinkerton Retirement Specialists
Idaho
$259K +$259K +7,676 New
25 26
27
28 29