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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 %
MAS
951
Managed Account Services
Florida
– -$183K -5,624 Closed
BCP
952
Berkeley Capital Partners
Georgia
– -$182K -5,596 Closed
FFN
953
Focus Financial Network
Minnesota
– -$180K -5,544 Closed
CA
954
Claro Advisors
Massachusetts
– -$179K -5,491 Closed
SWP
955
Summit Wealth Partners
Florida
– -$178K -5,482 Closed
ST
956
Sabal Trust
Florida
– -$178K -5,464 Closed
KA
957
Klingman & Associates
New York
– -$177K -5,449 Closed
NIA
958
Northstar Investment Advisors
Colorado
– -$176K -5,400 Closed
ODIJL
959
One Day In July LLC
Vermont
– -$176K -5,398 Closed
LFAS
960
Level Four Advisory Services
Texas
– -$175K -5,384 Closed
IFWM
961
Institute for Wealth Management
Colorado
– -$174K -5,364 Closed
KCM
962
Kanawha Capital Management
Virginia
– -$174K -5,350 Closed
AFG
963
Arkansas Financial Group
Arkansas
– -$174K -5,343 Closed
JPG
964
Jordan Park Group
California
– -$170K -5,220 Closed
IAIM
965
International Assets Investment Management
Florida
– -$188K -5,198 Closed
IAA
966
Ironsides Asset Advisors
North Carolina
– -$165K -5,075 Closed
CCP
967
Clarkston Capital Partners
Michigan
– -$165K -5,067 Closed
LSC
968
Lesa Sroufe & Co
Washington
– -$163K -5,025 Closed
SC
969
Searle & Co
Connecticut
– -$163K -5,000 Closed
RCM
970
Radnor Capital Management
Pennsylvania
– -$163K -5,000 Closed
SMH
971
Sanders Morris Harris
Texas
– -$163K -5,000 Closed
GCA
972
Guardian Capital Advisors
Ontario, Canada
– -$104K -5,000 Closed
HFS
973
Hantz Financial Services
Michigan
– -$139K -4,260 Closed
APWM
974
Atlas Private Wealth Management
New York
– -$135K -4,150 Closed
DWP
975
Destiny Wealth Partners
Florida
– -$134K -4,132 Closed
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