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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 %
RIG
676
Roosevelt Investment Group
New York
$257K -$34 -1 -0%
FAB
677
First American Bank
Illinois
$257K +$257K +7,634 New
RWA
678
Redhawk Wealth Advisors
Minnesota
$256K -$57.1K -1,695 -18%
AP
679
Appleton Partners
Massachusetts
$256K -$135 -4 -0.1%
GG
680
Gofen & Glossberg
Illinois
$256K +$28.6K +847 +13%
BMWM
681
Brown Miller Wealth Management
Virginia
$255K +$48.7K +1,450 +24%
CPIA
682
Cornell Pochily Investment Advisors
New York
$252K -$113K -3,348 -31%
AIA
683
Arbor Investment Advisors
North Carolina
$252K +$15.1K +449 +6%
MFW
684
Mosaic Family Wealth
Missouri
$248K -$101 -3 -0%
SWP
685
ShoreHaven Wealth Partners
New Jersey
$247K -$3.91M -116,203 -94%
MWM
686
Merriman Wealth Management
Washington
$246K -$2.8K -83 -1%
FCCM
687
First City Capital Management
Georgia
$246K -$33 -1 -0%
SHWM
688
Smith & Howard Wealth Management
Georgia
$246K – – –
TLCM
689
Twin Lakes Capital Management
California
$245K -$371K -11,027 -60%
TC
690
Tacita Capital
Ontario, Canada
$244K – – –
VanEck Associates
691
VanEck Associates
New York
$243K -$25.3K -749 -9%
MCM
692
Manchester Capital Management
Vermont
$243K -$34 -1 -0%
CIA
693
Capital Investment Advisors
Georgia
$240K +$7.63K +226 +3%
YAL
694
Your Advocates Ltd
Texas
$239K -$34 -1 -0%
MCM
695
Murphy Capital Management
New Jersey
$238K -$90.8K -2,701 -28%
TA
696
TruWealth Advisors
Louisiana
$238K -$23.1K -686 -9%
MSWMA
697
Market Street Wealth Management Advisors
Indiana
$238K +$49.6K +1,474 +26%
ABC
698
Associated Banc-Corp
Wisconsin
$238K +$238K +7,052 New
1832 Asset Management
699
1832 Asset Management
Ontario, Canada
$238K +$238K +7,075 New
VFIC
700
Valley Forge Investment Consultants
Pennsylvania
$237K +$237K +7,036 New
26 27
28
29 30