IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

966 hedge funds and large institutions have $17.7B invested in iShares Gold Trust in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 374 increasing their positions, 259 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+92
Holders Change %
+10.53%
% of All Funds
17.14%
Holding in Top 10
120
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.64%
% of All Funds
2.13%
New
164
Increased
374
Reduced
259
Closed
57
Calls
$36.4M
Puts
$26.3M
Net Calls
+$10.1M
Net Calls Change
+$1.47M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
3
Truist Financial
Truist Financial
North Carolina
+$167M
4
Wells Fargo
Wells Fargo
California
+$116M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$75.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$217M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
3
UBS Group
UBS Group
Switzerland
-$106M
4
Charles Schwab
Charles Schwab
California
-$81.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
226
Urban Wealth Management
California
$5.99M +$5.99M +165,164 New
RPWA
227
Regent Peak Wealth Advisors
Georgia
$5.85M +$82.2K +2,267 +1%
IC
228
Iconiq Capital
California
$5.79M – – –
CHAM
229
Clear Harbor Asset Management
Connecticut
$5.77M -$96.2K -2,652 -2%
Bessemer Group
230
Bessemer Group
New Jersey
$5.77M +$1.2M +33,061 +26%
SHWM
231
Silicon Hills Wealth Management
Texas
$5.76M +$6.13K +169 +0.1%
BWP
232
BSW Wealth Partners
Colorado
$5.75M -$159K -4,384 -3%
GA
233
GFS Advisors
Texas
$5.69M -$143K -3,941 -2%
EAM
234
Evanson Asset Management
California
$5.68M -$45.7K -1,261 -0.8%
MM
235
Marino Management
Connecticut
$5.66M +$5.66M +156,109 New
SCA
236
Strategic Capital Advisers
Colorado
$5.57M – – –
BAM
237
Belpointe Asset Management
Nevada
$5.56M -$2.28M -62,820 -29%
SAA
238
Southeast Asset Advisors
Georgia
$5.55M – – –
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$5.51M -$1.1M -31,332 -17%
Renaissance Technologies
240
Renaissance Technologies
New York
$5.5M +$1.34M +37,050 +32%
ST
241
Sageworth Trust
Pennsylvania
$5.48M – – –
WMP
242
Wealth Management Partners
Arizona
$5.47M +$5.47M +154,986 New
SCI
243
Stableford Capital II
Arizona
$5.45M +$36 +1 +0%
TCM
244
Tradewinds Capital Management
Washington
$5.42M -$10.7M -294,534 -66%
SPC
245
Sigma Planning Corp
Michigan
$5.32M -$767K -21,162 -13%
CWM
246
Cranbrook Wealth Management
Michigan
$5.31M +$51.1K +1,409 +1%
CB
247
Commerce Bank
Missouri
$5.3M +$68.9K +1,901 +1%
CL
248
COWA LLC
Oklahoma
$5.26M +$5.26M +149,118 New
AWP
249
Accretive Wealth Partners
New Jersey
$5.21M +$5.21M +143,776 New
ADL
250
Asset Dedication LLC
California
$5.21M +$399K +11,000 +8%
8 9
10
11 12