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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 %
FMP
801
Financial Management Professionals
Texas
$34K +$4.22K +125 +14%
FRA
802
Front Row Advisors
California
$34K +$34K +1,000 New
AIM
803
Anchor Investment Management
South Carolina
$32.7K -$34 -1 -0.1%
HPC
804
HM Payson & Co
Maine
$32K +$2.09K +62 +7%
VNA
805
Valley National Advisers
Pennsylvania
$32K +$9.35K +278 +41%
RCM
806
Rain Capital Management
Oregon
$32K +$32K +955 New
BAM
807
Bellevue Asset Management
Washington
$31K – – –
FCA
808
FinTrust Capital Advisors
South Carolina
$30K -$34 -1 -0.1%
NFSG
809
Newbridge Financial Services Group
Florida
$29K -$10K -299 -26%
SQA
810
Simon Quick Advisors
New Jersey
$28K -$33 -1 -0.1%
OSNBOA
811
Old Second National Bank of Aurora
Illinois
$26K – – –
RBC
812
Roble Belko & Company
Pennsylvania
$25K -$34 -1 -0.1%
AW
813
Alaethes Wealth
Nevada
$25K +$25K +750 New
DSC
814
Duncker Streett & Co
Missouri
$24K – – –
HIIFS
815
Harel Insurance Investments & Financial Services
Israel
$22K +$22K +650 New
CTB
816
Country Trust Bank
Illinois
$22K +$22K +652 New
CWP
817
Concord Wealth Partners
Virginia
$21K -$66.9K -1,944 -76%
BMD
818
Better Money Decisions
New Mexico
$20K – – –
EBSAM
819
Eubel Brady & Suttman Asset Management
Ohio
$20K +$20K +1,200 New
MM
820
Main Management
California
$19K – – –
BCA
821
Berman Capital Advisors
Georgia
$18K +$18K +550 New
EWA
822
Evolution Wealth Advisors
Florida
$17K – – –
SFPG
823
Stonebridge Financial Planning Group
Florida
$16K – – –
ETI
824
Enterprise Trust & Investment
California
$15K – – –
FNBOSM
825
First National Bank of South Miami
Florida
$14K – – –
31 32
33
34 35