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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 %
SPFA
301
Summit Place Financial Advisors
New Jersey
$3.8M +$175K +4,831 +5%
PFO
302
Pathstone Family Office
New Jersey
$3.73M +$1.78M +49,140 +92%
HFM
303
Harvest Fund Management
China
$3.65M -$498K -13,724 -12%
DA
304
DCF Advisers
Connecticut
$3.63M – – –
NS
305
Newman & Schimel
Illinois
$3.62M +$3.62M +99,686 New
GIA
306
Gladstone Institutional Advisory
Florida
$3.6M +$293K +8,078 +9%
SAMC
307
Spectrum Asset Management (California)
California
$3.59M +$2.25M +61,920 +167%
SBH
308
Segall Bryant & Hamill
Illinois
$3.58M -$42K -1,159 -1%
HT
309
HAP Trading
New York
$3.55M +$1.5M +41,490 +74%
WA
310
Wealth Alliance
New York
$3.54M +$18.2K +501 +0.5%
OFW
311
Omnia Family Wealth
Florida
$3.53M -$224K -6,167 -6%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$3.53M – – –
ZCM
313
Ziegler Capital Management
Illinois
$3.51M -$502K -13,850 -13%
WF
314
Welch & Forbes
Massachusetts
$3.5M -$7.54K -208 -0.2%
MWC
315
MKD Wealth Coaches
Michigan
$3.5M -$190K -5,242 -5%
RCAG
316
Rehmann Capital Advisory Group
Michigan
$3.49M +$638K +17,576 +22%
ACP
317
Aveo Capital Partners
Colorado
$3.49M -$1.66M -45,689 -32%
AAS
318
Avantax Advisory Services
Texas
$3.46M -$206K -5,669 -6%
FC
319
Ferris Capital
Massachusetts
$3.41M +$789K +21,774 +30%
VHAM
320
Van Hulzen Asset Management
California
$3.34M -$226K -6,232 -6%
IC
321
Inscription Capital
Texas
$3.31M – – –
EC
322
Estate Counselors
Wisconsin
$3.3M -$24.5K -675 -0.7%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$3.28M +$133K +3,676 +4%
AFS
324
Aft Forsyth & Sober
Florida
$3.26M +$3.21M +88,625 +7,543%
CCP
325
Cardan Capital Partners
Colorado
$3.25M +$124K +3,417 +4%
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