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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 %
USAA
201
United Services Automobile Association
Texas
$6.67M -$2.37M -70,272 -26%
IWP
202
Insight Wealth Partners
Texas
$6.6M -$123K -3,655 -2%
AA
203
Ancora Advisors
Ohio
$6.48M -$188K -5,572 -3%
DAS
204
Dynamic Advisor Solutions
Arizona
$6.37M -$1.61M -47,740 -20%
PPA
205
Parametric Portfolio Associates
Washington
$6.31M -$1.28M -37,891 -17%
CHAM
206
Clear Harbor Asset Management
Connecticut
$6.29M +$184K +5,456 +3%
BWP
207
BSW Wealth Partners
Colorado
$6.28M +$643K +19,081 +11%
RC
208
Roundview Capital
New Jersey
$6.24M -$450K -13,342 -7%
WAM
209
Wallington Asset Management
Indiana
$6.21M +$358K +10,612 +6%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$6.14M +$121K +3,606 +2%
CB
211
Community Bank
New York
$6.12M -$35.5K -1,053 -0.6%
VCM
212
Verger Capital Management
North Carolina
$6.1M -$218K -6,471 -3%
GI
213
GAMCO Investors
Connecticut
$6.1M – – –
FNBT
214
FineMark National Bank & Trust
Florida
$5.96M +$670K +19,861 +13%
WMP
215
Wealth Management Partners
Arizona
$5.93M +$314K +9,307 +6%
NAM
216
NTV Asset Management
West Virginia
$5.89M -$750K -22,250 -11%
EW
217
Evoke Wealth
California
$5.84M -$312K -9,258 -5%
CA
218
Cetera Advisors
Colorado
$5.57M +$142K +4,205 +3%
GA
219
GFS Advisors
Texas
$5.52M +$137K +4,068 +3%
BRWA
220
B. Riley Wealth Advisors
Florida
$5.52M -$1.21M -35,961 -18%
TW
221
TrinityPoint Wealth
Connecticut
$5.45M +$137K +4,067 +3%
WC
222
Weil Company
California
$5.35M +$337K +10,010 +7%
EP
223
Eudaimonia Partners
Tennessee
$5.3M +$371K +11,018 +8%
HC
224
Hatton Consulting
Arizona
$5.23M +$1.15M +34,219 +28%
NA
225
Nottingham Advisors
New York
$5.18M -$13.9M -405,322 -73%
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