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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 %
IA
351
IndexIQ Advisors
New York
$2.62M +$2.49M +68,682 +2,005%
BFS
352
Bickling Financial Services
Massachusetts
$2.61M +$2.61M +72,072 New
FMN
353
Financial Management Network
California
$2.61M +$2.61M +73,219 New
AIP
354
Ahrens Investment Partners
Louisiana
$2.61M +$13.3K +367 +0.5%
BP
355
Ballentine Partners
Massachusetts
$2.57M +$90.7K +2,500 +4%
CCA
356
Cobblestone Capital Advisors
New York
$2.55M +$29.8K +823 +1%
First Manhattan
357
First Manhattan
New York
$2.54M +$50.3K +1,388 +2%
UM
358
Ulysses Management
New York
$2.54M – – –
EDRH
359
Edmond de Rothschild Holding
Switzerland
$2.53M -$906K -24,997 -26%
DL
360
DOHJ LLC
Washington
$2.51M -$170K -4,981 -6%
SMC
361
Smith, Moore & Co
Missouri
$2.51M -$208K -5,746 -8%
BEC
362
Blue Edge Capital
Virginia
$2.51M +$61.5K +1,695 +3%
BW
363
Bison Wealth
Georgia
$2.5M +$447K +12,335 +22%
RFC
364
Regions Financial Corp
Alabama
$2.47M +$168K +4,625 +7%
OPS
365
Orion Portfolio Solutions
Nebraska
$2.46M +$318K +8,774 +15%
WDL
366
Well Done LLC
Michigan
$2.43M -$18.8K -518 -0.8%
ERSOT
367
Employees Retirement System of Texas
Texas
$2.41M -$4.64M – –
KFGK
368
Keystone Financial Group (Kentucky)
Kentucky
$2.4M +$2.4M +66,041 New
AFWM
369
AMJ Financial Wealth Management
Virginia
$2.38M -$1.09M -29,971 -31%
LNWTC
370
Laird Norton Wetherby Trust Company
Washington
$2.38M +$2.38M +65,493 New
PIMG
371
Patriot Investment Management Group
Tennessee
$2.35M +$241K +6,662 +11%
Simplex Trading
372
Simplex Trading
Illinois
$2.34M +$802K +22,132 +52%
GWM
373
Greenhouse Wealth Management
Connecticut
$2.31M +$2.31M +63,750 New
ONB
374
Old National Bancorp
Indiana
$2.31M -$14.4K -396 -0.6%
ANTB
375
AMG National Trust Bank
Colorado
$2.28M +$10.7K +295 +0.5%
13 14
15
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