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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 %
HCM
176
Howland Capital Management
Massachusetts
$9.09M +$516K +15,306 +6%
RPWA
177
Regent Peak Wealth Advisors
Georgia
$9.05M +$1.07M +31,048 +13%
NPP
178
New Potomac Partners
Maryland
$9.04M +$31K +920 +0.3%
MA
179
Modus Advisors
Minnesota
$8.98M +$497K +14,746 +6%
ST
180
Sentinel Trust
Texas
$8.87M +$7.45M +221,017 +526%
SWP
181
Stratos Wealth Partners
Ohio
$8.8M +$428K +12,703 +5%
SHWM
182
Silicon Hills Wealth Management
Texas
$8.53M +$4.31M +127,921 +102%
WFA
183
Wellspring Financial Advisors
Ohio
$8.31M -$2.79M -83,204 -25%
AWM
184
AE Wealth Management
Kansas
$8.3M -$2.85M -84,589 -26%
PHIMC
185
Private Harbour Investment Management & Counsel
Ohio
$8.2M -$387K -11,486 -5%
SC
186
Sepio Capital
Utah
$8.2M -$4.06M -120,337 -33%
CASB
187
Cape Ann Savings Bank
Massachusetts
$8.14M +$8.14M +224,961 New
SIAG
188
Signet Investment Advisory Group
Rhode Island
$7.93M +$382K +11,338 +5%
TWM
189
TMD Wealth Management
Arizona
$7.84M -$1.94M -57,464 -20%
BAM
190
Brave Asset Management
New Jersey
$7.66M +$2.3M +68,246 +43%
Nomura Asset Management
191
Nomura Asset Management
Japan
$7.62M +$2.74M +81,150 +56%
SPIA
192
Steward Partners Investment Advisory
New York
$7.25M -$244K -7,249 -3%
SIC
193
Sigma Investment Counselors
Michigan
$7.18M -$312K -9,246 -4%
WLIM
194
White Lighthouse Investment Management
Massachusetts
$7.14M +$1.25M +37,120 +21%
GKWIM
195
Gerber Kawasaki Wealth & Investment Management
California
$7.08M -$1.12M -33,121 -14%
LIM
196
Leavell Investment Management
Alabama
$7.08M +$3.54M +217,742 +100%
SFP
197
Sterling Financial Planning
New Jersey
$6.96M +$780K +23,138 +13%
BBVA
198
Banco Bilbao Vizcaya Argentaria
Spain
$6.91M -$1.24M -34,860 -15%
AC
199
Alexandria Capital
Virginia
$6.89M -$568K -16,855 -8%
CA
200
Corrado Advisors
New Jersey
$6.73M +$531K +15,745 +9%
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