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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 %
BEAM
701
Baker Ellis Asset Management
Washington
$236K -$16.9K -500 -7%
RC
702
Rinet Company
Massachusetts
$236K +$17.5K +520 +8%
FFS
703
Founders Financial Securities
Maryland
$233K +$22.6K +670 +11%
SWMG
704
Strategic Wealth Management Group
Maryland
$232K -$101 -3 -0%
RIS
705
Retirement Income Solutions
Michigan
$232K -$34 -1 -0%
Members Trust
706
Members Trust
Florida
$232K +$45K +1,333 +24%
RMDI
707
R.M. Davis Inc
Maine
$231K +$231K +6,850 New
Fifth Third Bancorp
708
Fifth Third Bancorp
Ohio
$230K -$156K -4,638 -40%
WP
709
WealthShield Partners
North Carolina
$228K +$57.2K +1,701 +34%
DWM
710
Destination Wealth Management
California
$227K -$8.74K -259 -4%
SWM
711
SeaCrest Wealth Management
New York
$226K -$67 -2 -0%
BBPWM
712
Blue Bell Private Wealth Management
Pennsylvania
$226K -$68 -2 -0%
NPT
713
Nixon Peabody Trust
Massachusetts
$226K -$34 -1 -0%
CA
714
Cambridge Advisors
Nebraska
$226K +$1.62K +48 +0.7%
MPCG
715
Matrix Private Capital Group
New York
$225K -$101 -3 -0%
SW
716
SteelPeak Wealth
California
$221K -$10.5K -311 -5%
MKA
717
M. Kulyk & Associates
Georgia
$219K -$34 -1 -0%
DDPIC
718
Deroy & Devereaux Private Investment Counsel
Michigan
$219K – – –
MFG
719
Merit Financial Group
Georgia
$219K +$219K +6,484 New
LNWWM
720
Laird Norton Wetherby Wealth Management
California
$218K +$218K +6,474 New
SWA
721
Stratos Wealth Advisors
Ohio
$217K +$217K +6,434 New
FM
722
Foster & Motley
Ohio
$216K +$216K +6,405 New
Lido Advisors
723
Lido Advisors
California
$216K +$216K +6,413 New
SPL
724
Smart Portfolios LLC
Washington
$214K -$232K -6,872 -52%
LWA
725
Lenox Wealth Advisors
New York
$213K -$12.1K -359 -5%
27 28
29
30 31