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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 %
NFP
326
Novak Financial Planning
Maryland
$3.25M +$3.25M +89,490 New
MIAN
327
Mariner Independent Advisor Network
Kansas
$3.24M +$1.71M +47,242 +112%
LWM
328
Laidlaw Wealth Management
New York
$3.23M +$428K +11,792 +15%
Millennium Management
329
Millennium Management
New York
$3.21M +$2.96M +81,750 +1,185%
CAL
330
Capital Advisors Ltd
Ohio
$3.17M +$2.96M +5,036 +1,365%
DFA
331
Delta Financial Advisors
Louisiana
$3.14M +$50.4K +1,390 +2%
EWM
332
Executive Wealth Management
Michigan
$3.13M -$576K -15,899 -16%
HSA
333
HBK Sorce Advisory
Pennsylvania
$3.1M -$3.1M -85,423 -50%
MCP
334
Mirador Capital Partners
California
$3.07M +$79K +2,180 +3%
PFS
335
Prospera Financial Services
Texas
$3.02M +$687K +18,947 +29%
CST
336
Charles Schwab Trust
Nevada
$2.96M +$352K +9,719 +14%
Wolverine Trading
337
Wolverine Trading
Illinois
$2.94M -$482K -13,341 -14%
CAN
338
Cetera Advisor Networks
California
$2.91M -$1.63M -44,922 -36%
UB
339
UMB Bank
Missouri
$2.89M -$234K -6,443 -7%
NAM
340
Nissay Asset Management
Japan
$2.88M +$419K +11,554 +17%
GT
341
Glenmede Trust
Pennsylvania
$2.87M +$1.24M +34,159 +76%
MCM
342
Mengis Capital Management
Oregon
$2.86M +$8.45K +233 +0.3%
GAM
343
Gould Asset Management
California
$2.84M +$8.52K +235 +0.3%
BC
344
Brio Consultants
California
$2.82M +$278K +7,678 +11%
WP
345
WMS Partners
Maryland
$2.8M – – –
CG
346
Colony Group
Massachusetts
$2.72M -$24.1K -664 -0.9%
MCC
347
Money Concepts Capital
Florida
$2.7M +$2.7M +74,526 New
CG
348
Caprock Group
Idaho
$2.67M +$761K +21,000 +40%
Group One Trading
349
Group One Trading
Illinois
$2.66M +$628K +17,307 +31%
B
350
Bridgeworth
Alabama
$2.65M +$552K +15,226 +26%
12 13
14
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