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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 %
EI
776
Ellevest Inc
New York
$67K +$14K +414 +26%
EBA
777
Eagle Bay Advisors
New York
$67K +$67K +1,801 New
LWP
778
Lumature Wealth Partners
Georgia
$64K -$82.1K -2,446 -56%
TCM
779
Tradewinds Capital Management
Washington
$59K -$101 -3 -0.2%
GM
780
GeoWealth Management
Illinois
$58K +$17.9K +520 +45%
ME
781
McIlrath & Eck
Washington
$55K -$34 -1 -0.1%
CFO
782
CVA Family Office
Colorado
$53K – – –
PO
783
Private Ocean
California
$51K -$33 -1 -0.1%
PCG
784
Private Capital Group
Connecticut
$50K +$5.63K +167 +13%
AWM
785
Accel Wealth Management
Iowa
$49K -$34 -1 -0.1%
DOA
786
D'Orazio & Associates
Virginia
$48K -$68.3K -2,026 -59%
HFA
787
Hoover Financial Advisors
Pennsylvania
$47K -$10.1K -300 -18%
CHA
788
Carmichael Hill & Associates
Maryland
$47K +$101 +3 +0.2%
CFFP
789
Center for Financial Planning
Michigan
$44K – – –
MS
790
Mizuho Securities
Japan
$44K +$44K +1,300 New
OC
791
Oakworth Capital
Alabama
$42K -$47.2K -1,388 -53%
TCOV
792
Trust Company of Vermont
Vermont
$41K – – –
TRCT
793
Tower Research Capital (TRC)
New York
$40K -$2.22M -66,535 -98%
BA
794
Bellwether Advisors
Nebraska
$40K – – –
RG
795
Retirement Group
California
$37K +$67 +2 +0.2%
BFC
796
Bedel Financial Consulting
Indiana
$37K +$8.68K +257 +31%
AWM
797
AllSquare Wealth Management
New York
$35K – – –
TFS
798
TrustCore Financial Services
Tennessee
$35K +$33.1K +968 +1,698%
SB
799
Strategic Blueprint
Georgia
$35K +$35K +1,026 New
MA
800
Montag & Associates
Georgia
$34K – – –
30 31
32
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