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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 %
WDC
276
Woodward Diversified Capital
California
$4.49M +$4.49M +123,788 New
MIC
277
Meridian Investment Counsel
California
$4.49M -$10.9K -300 -0.2%
FNBT
278
FineMark National Bank & Trust
Florida
$4.44M +$1.38M +37,973 +45%
VCM
279
Versant Capital Management
Arizona
$4.43M -$157K -4,339 -3%
CASB
280
Cape Ann Savings Bank
Massachusetts
$4.42M +$4.42M +122,001 New
MA
281
Mosaic Advisors
Texas
$4.36M +$4.36M +120,177 New
AIM
282
Alhambra Investment Management
Florida
$4.34M +$541K +14,909 +14%
SFS
283
Sowell Financial Services
Arkansas
$4.27M -$40.4K -1,113 -0.9%
SWP
284
ShoreHaven Wealth Partners
New Jersey
$4.27M +$4.27M +117,687 New
MAFM
285
Mid Atlantic Financial Management
Pennsylvania
$4.22M +$189K +5,224 +5%
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$4.2M -$2.09M -57,570 -33%
MWM
287
MinichMacGregor Wealth Management
New York
$4.18M -$12.1M -333,432 -74%
NC
288
NewSquare Capital
Pennsylvania
$4.17M +$182K +5,009 +5%
WFG
289
Wills Financial Group
Virginia
$4.11M +$459K +12,667 +13%
AI
290
Atria Investments
North Carolina
$4.05M +$321K +8,865 +9%
Rafferty Asset Management
291
Rafferty Asset Management
New York
$4.03M -$125K -3,436 -3%
VCM
292
Vivaldi Capital Management
Illinois
$3.99M -$156K -4,313 -4%
ST
293
Sentinel Trust
Texas
$3.97M +$2.62M +72,125 +193%
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$3.97M +$2.86M +78,800 +256%
SCP
295
Silverleafe Capital Partners
Tennessee
$3.93M -$4.75M -130,887 -55%
AF
296
Advisornet Financial
Minnesota
$3.93M +$50.2K +1,385 +1%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$3.92M -$2.21K -61 -0.1%
GA
298
Gateway Advisory
New Jersey
$3.9M +$206K +5,689 +6%
RFO
299
RiverGlades Family Offices
Florida
$3.84M -$88.2K -2,432 -2%
WTC
300
WhitTier Trust Company
Nevada
$3.84M +$272K +7,500 +8%
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