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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 %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6M +$182K +5,395 +0.6%
TF
77
TIAA FSB
Florida
$29.1M +$538K +15,947 +2%
Bank of Nova Scotia
78
Bank of Nova Scotia
Ontario, Canada
$28.8M +$28.8M +853,500 New
CT
79
Cambridge Trust
Massachusetts
$27.6M +$27.6M +196,560 New
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$26.3M +$162K +4,819 +0.6%
KPW
81
Kore Private Wealth
New York
$26M +$396K +11,736 +2%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$25.9M +$25.9M +769,553 New
RBA
83
Richard Bernstein Advisors
New York
$25.8M +$697K +20,687 +3%
MIA
84
MainStreet Investment Advisors
Illinois
$25.7M -$2.34M -69,358 -8%
STA
85
Summit Trail Advisors
New York
$25.1M -$7.04M -208,957 -22%
PI
86
Parkside Investments
Illinois
$24.5M +$2.04M +60,545 +9%
ST
87
Spinnaker Trust
Maine
$24.2M +$2.33M +69,224 +11%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$23.5M -$597K -17,713 -2%
EAMA
89
EFG Asset Management (Americas)
Florida
$23.5M +$324K +9,509 +1%
VCM
90
Vigilant Capital Management
Maine
$23.3M -$131K -3,881 -0.6%
MSWM
91
Mader & Shannon Wealth Management
Missouri
$22.6M -$95.1K -2,821 -0.4%
MD
92
Money Design
Japan
$22.5M -$12.7M -376,096 -36%
OA
93
Oxbow Advisors
Texas
$22.3M +$21.9M +649,220 +5,017%
MGWM
94
Marks Group Wealth Management
Minnesota
$22.1M +$534K +15,848 +2%
EWM
95
Evercore Wealth Management
New York
$21.9M -$407K -12,066 -2%
ECG
96
EPIQ Capital Group
California
$21.8M +$125K +3,719 +0.6%
MML Investors Services
97
MML Investors Services
Massachusetts
$21.4M -$1.91M -56,688 -8%
BCM
98
Bourgeon Capital Management
Connecticut
$21.4M +$676K +20,042 +3%
HPWM
99
Highland Private Wealth Management
Washington
$21.1M +$903K +26,785 +4%
FA
100
FDx Advisors
Illinois
$21.1M -$69.7K -2,069 -0.3%
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4
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