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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
$354M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$275M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.66B
4
HNB
Huntington National Bank
Ohio
$97.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
$85M

Top Sellers

1
Citigroup
Citigroup
New York
$20.5M
2
Ameriprise
Ameriprise
Minnesota
$189M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.26B
4
IMC Chicago
IMC Chicago
Illinois
$2.24M
5
UBS Group
UBS Group
Switzerland
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
926
Dubuque Bank & Trust
Iowa
– -$289K -8,873 Closed
KFA
927
Kelleher Financial Advisors
New York
– -$263K -8,097 Closed
ESB
928
Essex Savings Bank
Connecticut
– -$266K -8,075 Closed
WT
929
Washington Trust
Rhode Island
– -$260K -8,007 Closed
EPWM
930
Essex Private Wealth Management
Massachusetts
– -$252K -7,763 Closed
LDFR
931
Lehman & Derafelo Financial Resources
Pennsylvania
– -$252K -7,750 Closed
SIAM
932
Sterling Investment Advisors (Missouri)
Missouri
– -$248K -7,638 Closed
SC
933
Slow Capital
California
– -$247K -7,606 Closed
SWM
934
Sugarloaf Wealth Management
Georgia
– -$244 -7,500 Closed
RA
935
RFG Advisory
Alabama
– -$238K -7,324 Closed
WIC
936
Woodmont Investment Counsel
Tennessee
– -$229K -7,049 Closed
AWE
937
Avidian Wealth Enterprises
Texas
– -$225K -6,926 Closed
CM
938
Columbus Macro
Pennsylvania
– -$214K -6,586 Closed
AWP
939
Abacus Wealth Partners
California
– -$211K -6,501 Closed
FHC
940
First Heartland Consultants
Missouri
– -$210K -6,468 Closed
FWP
941
Firethorn Wealth Partners
Georgia
– -$203K -6,240 Closed
AFAS
942
Acorn Financial Advisory Services
Virginia
– -$200K -6,069 Closed
PG
943
Patten Group
Tennessee
– -$193K -5,932 Closed
B
944
Bellecapital
Switzerland
– -$191K -5,879 Closed
LSPW
945
Lake Street Private Wealth
Illinois
– -$191K -5,877 Closed
GGS
946
Galvin Gaustad & Stein
Arizona
– -$191K -5,861 Closed
HI
947
Harrington Investments
California
– -$188K -5,775 Closed
CFO
948
Colony Family Offices
North Carolina
– -$188K -5,771 Closed
FAG
949
Financial Advisory Group
Texas
– -$184K -5,660 Closed
NCG
950
Newport Capital Group
New Jersey
– -$184K -5,659 Closed
36 37
38
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