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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 %
MRCM
751
M&R Capital Management
New Jersey
$126K – – –
BWM
752
Baystate Wealth Management
Massachusetts
$120K +$10.1K +301 +9%
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$117K +$60.6K +1,800 +107%
LFG
754
Larson Financial Group
Missouri
$110K -$29.6K -881 -21%
FEG
755
Financial Enhancement Group
Indiana
$108K – – –
CWC
756
Carolinas Wealth Consulting
North Carolina
$101K – – –
SIM
757
Sonora Investment Management
Arizona
$96K -$34 -1 -0%
CH
758
Canton Hathaway
Rhode Island
$95K -$34 -1 -0%
FGAM
759
Financial Gravity Asset Management
Texas
$95K +$10.7K +214 +13%
EWM
760
Endurance Wealth Management
Rhode Island
$94K -$34 -1 -0%
WWM
761
Wolff Wiese Magana
California
$93K +$5.23K +155 +6%
RE
762
RBC Europe
United Kingdom
$92.1K -$34 -1 -0%
WIM
763
Westside Investment Management
California
$89.9K -$5.7K -2,826 -6%
BFG
764
Baron Financial Group
New Jersey
$88.4K -$34 -1 -0%
CFD
765
Creative Financial Designs
Indiana
$88K -$7.31K -216 -8%
TFGT
766
TS Financial Group (TSFG)
Illinois
$85K -$67 -2 -0.1%
FP
767
Financial Perspectives
Minnesota
$80.9K -$1.24M -36,641 -94%
FWM
768
Focused Wealth Management
New York
$77K -$34 -1 -0%
AWA
769
Arete Wealth Advisors
Illinois
$76K +$8.18K +3,616 +12%
IWP
770
IAG Wealth Partners
Wisconsin
$75K -$34 -1 -0%
ACA
771
Atlas Capital Advisors
Wyoming
$67.6K +$50.6K +1,500 +297%
GFPC
772
Global Financial Private Client
Florida
$67.2K -$7.47K -221 -10%
MSFP
773
Mark Sheptoff Financial Planning
Connecticut
$67K -$8.38K -250 -11%
BCM
774
Blume Capital Management
California
$67K – – –
AWM
775
Atticus Wealth Management
Florida
$67K – – –
29 30
31
32 33