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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 %
CFA
726
Carroll Financial Associates
North Carolina
$211K -$941 -28 -0.4%
JPLA
727
Joseph P. Lucia & Associates
New York
$210K -$95.1K -2,816 -31%
CAN
728
Claraphi Advisory Network
United States
$207K +$207K +6,136 New
TF
729
Trek Financial
Arizona
$206K +$4.63K +137 +2%
WOSD
730
WFA of San Diego
California
$206K +$11.9K +353 +6%
NEWAS
731
N.E.W. Advisory Services
Wisconsin
$205K -$67 -2 -0%
FSA
732
Franklin Street Advisors
North Carolina
$205K +$205K +6,090 New
LRIA
733
Leonard Rickey Investment Advisors
Washington
$204K +$204K +5,917 New
P
734
Pitcairn
Pennsylvania
$202K -$34.9K -1,033 -15%
BO
735
BRR OpCo
Ohio
$201K +$17.6K +521 +10%
ZB
736
Zions Bancorporation
Utah
$195K -$49.3K -1,462 -20%
MAM
737
McCarthy Asset Management
California
$182K – – –
SSB
738
Sandy Spring Bank
Maryland
$182K +$40.1K +1,189 +28%
MHR
739
Matthew Hamilton Rosenberg
$177K – – –
OIA
740
Optimum Investment Advisors
Illinois
$175K -$12.5K -371 -7%
WBC
741
West Branch Capital
Massachusetts
$169K -$21.1K -625 -11%
SBL
742
Sargent Bickham Lagudis
Colorado
$169K +$2.26K +67 +1%
BAM
743
Barrett Asset Management
New York
$167K -$34 -1 -0%
CAL
744
Capital Analysts LLC
Pennsylvania
$162K +$27.3K +812 +20%
CBT
745
Central Bank & Trust
Kentucky
$160K +$62.4K +1,853 +64%
HIA
746
Harbor Investment Advisory
Maryland
$156K -$34 -1 -0%
RCC
747
Red Cedar Capital
Nebraska
$156K -$34 -1 -0%
PA
748
Perennial Advisors
New York
$148K -$34 -1 -0%
BCV
749
Banque Cantonale Vaudoise
Switzerland
$142K – – –
CCA
750
Column Capital Advisors
Indiana
$136K – – –
28 29
30
31 32