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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.

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
1
Kelly Financial Services
Massachusetts
$354M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$275M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.66B
4
HNB
4
Huntington National Bank
Ohio
$97.2M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$85M

Top Sellers

1
Citigroup
1
Citigroup
New York
$20.5M
2
Ameriprise
2
Ameriprise
Minnesota
$189M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.26B
4
IMC Chicago
4
IMC Chicago
Illinois
$2.24M
5
UBS Group
5
UBS Group
Switzerland
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B +$170M +5,036,019 +11%
Bank of America
2
Bank of America
North Carolina
$1.35B -$39.5M -1,171,039 -3%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.26B -$69.3M -2,056,601 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$76.5M +2,268,688 +7%
Morgan Stanley
5
Morgan Stanley
New York
$857M +$55.3M +1,640,376 +7%
CSIA
6
Charles Schwab Investment Advisory
California
$645M +$37.4M +1,110,143 +6%
Wells Fargo
7
Wells Fargo
California
$527M +$3.12M +92,508 +0.6%
PCA
8
Personal Capital Advisors
California
$395M +$39.4M +1,168,634 +11%
KFS
9
Kelly Financial Services
Massachusetts
$354M +$344M +11,579,591 +3,304%
UBS Group
10
UBS Group
Switzerland
$337M -$54.2M -1,607,115 -14%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$275M +$271M +7,651,503 +5,895%
Ameriprise
12
Ameriprise
Minnesota
$189M -$103M -3,064,929 -35%
APF
13
Alaska Permanent Fund
Alaska
$188M – – –
LPL Financial
14
LPL Financial
California
$184M +$3.06M +90,841 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$183M +$17.3M +514,170 +10%
Temasek Holdings
16
Temasek Holdings
Singapore
$153M +$36.2M +1,075,000 +31%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$153M -$47.8M -1,419,044 -24%
BA
18
Bridgewater Associates
Connecticut
$142M -$7.06M -209,289 -5%
RJA
19
Raymond James & Associates
Florida
$125M +$336K +9,972 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$122M +$17.6M +521,328 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$117M +$5.33M +158,244 +5%
Stifel Financial
22
Stifel Financial
Missouri
$116M +$7.8M +231,386 +7%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$115M +$32M +917,296 +39%
HighTower Advisors
24
HighTower Advisors
Illinois
$109M +$21.4M +633,668 +25%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$104M +$20.6M +612,443 +25%
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