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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 %
AWA
251
Arkadios Wealth Advisors
Georgia
$5.19M +$4.6M +126,828 +775%
Nomura Asset Management
252
Nomura Asset Management
Japan
$5.19M -$2.45M -67,650 -32%
FCIM
253
Fairview Capital Investment Management
California
$5.17M -$13.6K -375 -0.3%
CGA
254
Crescent Grove Advisors
Illinois
$5.14M +$848K +23,391 +20%
KWM
255
Kingsview Wealth Management
Oregon
$5.06M -$655K -18,060 -11%
Jane Street
256
Jane Street
New York
$5.01M -$69.3M -1,910,995 -93%
PC
257
Permanens Capital
New York
$5M +$1.26M +34,661 +34%
WC
258
Weil Company
California
$5M +$125K +3,440 +3%
TW
259
TrinityPoint Wealth
Connecticut
$4.99M +$605K +17,131 +14%
PHS
260
Pekin Hardy Strauss
Illinois
$4.96M +$58.4K +1,610 +1%
CA
261
Cambridge Associates
Massachusetts
$4.84M -$5.68M -156,761 -54%
CA
262
Cetera Advisors
Colorado
$4.81M -$1.75M -48,285 -27%
DFG
263
DWM Financial Group
Illinois
$4.79M -$1.67M -45,959 -26%
ICP
264
Interchange Capital Partners
Pennsylvania
$4.78M +$4.78M +131,924 New
SPA
265
Sentinel Pension Advisors
Massachusetts
$4.77M +$288K +7,933 +6%
SFP
266
Sterling Financial Planning
New Jersey
$4.76M +$4.76M +131,195 New
FIM
267
Freedom Investment Management
Connecticut
$4.7M -$574K -15,820 -11%
HW
268
Hamilton Wealth
California
$4.62M -$324K -8,942 -7%
EPM
269
Elm Partners Management
Pennsylvania
$4.61M -$1.54M -42,500 -25%
PWM
270
Perigon Wealth Management
California
$4.6M -$75.2K -2,075 -2%
WP
271
WealthShield Partners
North Carolina
$4.58M +$2.96M +81,572 +183%
NL
272
NVWM LLC
Pennsylvania
$4.55M -$510K -14,066 -10%
AAP
273
Arax Advisory Partners
Colorado
$4.54M +$81.5K +2,248 +2%
PWP
274
Personal Wealth Partners
Minnesota
$4.51M +$269K +7,425 +6%
MWM
275
Maltin Wealth Management
New Jersey
$4.51M -$155K -4,264 -3%
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