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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 %
NCM
101
Narwhal Capital Management
Georgia
$20.9M +$2.16M +64,209 +12%
LFA
102
Legend Financial Advisors
Pennsylvania
$20.7M +$19M +564,403 +1,151%
Citigroup
103
Citigroup
New York
$20.5M -$126M -3,725,932 -86%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$20.4M +$6.47M +191,923 +46%
CIM
105
Confluence Investment Management
Missouri
$20.2M +$1.97M +58,555 +11%
GJIC
106
Gamble Jones Investment Counsel
California
$20.1M +$747K +22,169 +4%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$20.1M +$6.26M +185,653 +45%
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$19.4M -$226K -6,709 -1%
CCG
109
Chatham Capital Group
Georgia
$18.8M -$171K -5,084 -0.9%
EH
110
Equitable Holdings
New York
$18.8M +$971K +28,811 +5%
GMA
111
Goldstein Munger & Associates
California
$18.2M +$40.1K +1,190 +0.2%
BPA
112
Beacon Pointe Advisors
California
$18M +$5.32M +157,860 +42%
BFO
113
Biltmore Family Office
North Carolina
$17.9M +$2.4M +71,293 +16%
CC
114
Cadinha & Co
Hawaii
$17.4M +$13.2M +391,114 +311%
IA
115
IndexIQ Advisors
New York
$17.2M +$11.8M +349,907 +218%
TFCP
116
Twin Focus Capital Partners
Massachusetts
$17.1M +$3.33M +98,904 +24%
CCM
117
Covington Capital Management
California
$16.9M -$3.8M -112,824 -18%
MCG
118
MACRO Consulting Group
New Jersey
$16.7M +$1.73M +51,209 +12%
TPWA
119
TRUE Private Wealth Advisors
Oregon
$16.4M +$4.29M +127,163 +35%
CBA
120
Coastal Bridge Advisors
Connecticut
$16.4M -$187K -5,552 -1%
KWILP
121
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.3M +$2.86M +84,904 +21%
HIM
122
HawsGoodwin Investment Management
Tennessee
$16.2M +$15.9M +472,740 +6,601%
GG
123
GenWealth Group
New Jersey
$15.8M +$1,000K +29,660 +7%
William Blair & Company
124
William Blair & Company
Illinois
$15.5M +$2.57M +76,219 +20%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$15.1M +$2.2M +65,298 +17%
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