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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 %
HR
851
Howe & Rusling
New York
$4K – – –
HCM
852
Highlander Capital Management
New Jersey
$4K – – –
FI
853
FormulaFolio Investments
Michigan
$4K – – –
BCA
854
Bray Capital Advisors
Florida
$4K – – –
SWA
855
SOA Wealth Advisors
New York
$4K – – –
SCA
856
Stonebridge Capital Advisors
Minnesota
$4K +$2.67K +100 +200%
MA
857
MBA Advisors
Pennsylvania
$3.2K +$655 +19,438 +26%
RIM
858
Rockbridge Investment Management
New York
$3K -$32 -1 -1%
AA
859
AlphaMark Advisors
Kentucky
$2K – – –
HWM
860
HighMark Wealth Management
Minnesota
$2K – – –
HWMA
861
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
HCP
862
Hexagon Capital Partners
Arkansas
$2K +$809 +19 +68%
FWM
863
Filbrandt Wealth Management
Wisconsin
$2K +$1.24K +46 +164%
JWM
864
Janiczek Wealth Management
Colorado
$1K -$31 -1 -3%
IPW
865
IronBridge Private Wealth
Texas
$1K – – –
AWM
866
Activest Wealth Management
Florida
$1K +$1K +3 New
AIP
867
Ameritas Investment Partners
Nebraska
$1K +$1K +54 New
BBHC
868
Brown Brothers Harriman & Co
New York
$312 +$4 +124 +1%
WMG
869
WESCAP Management Group
California
– -$22.8M -699,989 Closed
GWM
870
Geneos Wealth Management
Colorado
– -$20.5M -609,111 Closed
SFG
871
Sowa Financial Group
Rhode Island
– -$17.4M -534,253 Closed
FMI
872
Factory Mutual Insurance
Massachusetts
– -$15.8M -485,000 Closed
BL
873
BFSG LLC
California
– -$14.6M -448,906 Closed
Prudential Financial
874
Prudential Financial
New Jersey
– -$14.4M -442,047 Closed
VFA
875
Voya Financial Advisors
Connecticut
– -$12.6M -394,404 Closed
33 34
35
36 37