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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
+$344M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$271M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
4
HNB
Huntington National Bank
Ohio
+$97.2M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$126M
2
Ameriprise
Ameriprise
Minnesota
-$103M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$69.3M
4
IMC Chicago
IMC Chicago
Illinois
-$62.2M
5
UBS Group
UBS Group
Switzerland
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Moulton Wealth Management
Washington
$11.3M +$11.3M +335,876 New
OPCM
152
Osborne Partners Capital Management
California
$11.1M +$580K +17,197 +6%
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$10.9M +$7.83M +232,420 +255%
MWA
154
Meridian Wealth Advisors
Texas
$10.8M +$2.57M +76,178 +31%
IC
155
Iconiq Capital
California
$10.8M +$5.39M +159,796 +100%
SS
156
Sunbelt Securities
Texas
$10.8M +$10.8M +311,919 New
CBT
157
Capital Bank & Trust
California
$10.7M -$5.85M -173,649 -35%
JFA
158
JNBA Financial Advisors
Minnesota
$10.7M -$114K -3,376 -1%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$10.5M +$560K +16,610 +6%
CPWM
160
Cardinal Point Wealth Management
California
$10.5M +$532K +15,783 +5%
VCM
161
Vision Capital Management
Oregon
$10.4M +$761K +22,583 +8%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$10.2M +$1.55M +46,094 +18%
LCM
163
LVM Capital Management
Michigan
$10.1M +$302K +8,972 +3%
WC
164
Whitney & Co
New York
$9.83M +$577K +17,120 +6%
GI
165
Glovista Investments
New Jersey
$9.81M +$1.48M +43,801 +18%
VA
166
Valmark Advisers
Ohio
$9.78M +$651K +19,299 +7%
SFP
167
Shepherd Financial Partners
Massachusetts
$9.72M -$325K -9,649 -3%
PAG
168
Private Advisor Group
New Jersey
$9.53M +$730K +21,660 +8%
QIM
169
Quest Investment Management
Oregon
$9.43M – – –
AFS
170
Aft Forsyth & Sober
Florida
$9.4M +$105K +3,125 +1%
LG
171
Leuthold Group
Minnesota
$9.34M -$326K -9,674 -3%
BL
172
BCWM LLC
Kansas
$9.3M +$458K +13,591 +5%
FT
173
Fiduciary Trust
Massachusetts
$9.3M -$2.81M -83,506 -23%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$9.12M +$752K +22,300 +9%
ASN
175
Advisory Services Network
Georgia
$9.1M -$433K -12,833 -5%
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