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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 %
Goldman Sachs
126
Goldman Sachs
New York
$15M -$191K -5,678 -1%
AFA
127
AllGen Financial Advisors
Florida
$14.8M -$1.04M -30,832 -7%
CAN
128
Cetera Advisor Networks
California
$14.8M +$12M +354,577 +427%
FAT
129
First American Trust
California
$14.7M -$2.61M -77,530 -15%
LWA
130
Lowe Wealth Advisors
Maryland
$14.5M -$189K -5,612 -1%
KAS
131
Kestra Advisory Services
Texas
$14.2M +$1.43M +42,501 +11%
SRC
132
Sage Rhino Capital
California
$13.8M +$706K +20,943 +5%
LPWM
133
Lake Point Wealth Management
Texas
$13.4M +$13.4M +398,632 New
KFP
134
KB Financial Partners
New Jersey
$13.4M +$983K +29,148 +8%
M&T Bank
135
M&T Bank
New York
$13.4M -$5.01M -148,744 -27%
BOS
136
Bingham Osborn & Scarborough
California
$13.3M +$3.86M +114,385 +41%
ARMC
137
American Research & Management Company
Massachusetts
$13.2M +$290K +8,610 +2%
FPCM
138
Financial Partners Capital Management
New York
$13.2M +$3.19M +94,651 +32%
BCI
139
Brinker Capital Investments
Pennsylvania
$12.8M +$2.14M +63,533 +20%
TCCM
140
Timber Creek Capital Management
Massachusetts
$12.7M +$31K +920 +0.2%
KC
141
Kingfisher Capital
North Carolina
$12.6M +$288K +8,554 +2%
SL
142
Systelligence LLC
Minnesota
$12.5M -$13M -385,018 -51%
IIC
143
Integrated Investment Consultants
Michigan
$12.4M +$2.08M +61,627 +20%
AIS
144
American Investment Services
Massachusetts
$12.3M -$856K -25,383 -7%
OAM
145
Oppenheimer Asset Management
New York
$12.1M +$482K +14,287 +4%
IFO
146
Independent Family Office
New York
$11.9M -$656K -19,458 -5%
SC
147
Sagil Capital
United Kingdom
$11.8M +$9.74M +289,000 +462%
DADC
148
D.A. Davidson & Co
Montana
$11.5M +$1.24M +36,734 +12%
SB
149
Simmons Bank
Arkansas
$11.5M +$268K +7,962 +2%
APA
150
American Portfolios Advisors
New York
$11.4M +$976K +28,945 +9%
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