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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 %
OWA
401
Outlook Wealth Advisors
Texas
$2.08M -$36.8K -1,014 -2%
RWA
402
RGT Wealth Advisors
Texas
$2.07M – – –
PIA
403
Perennial Investment Advisors
California
$2.06M -$1.17M -32,332 -36%
BCA
404
Bay Colony Advisors
Massachusetts
$2.05M -$155K -4,261 -7%
CFGF
405
Compass Financial Group (Florida)
Florida
$2.03M +$19.4K +535 +1%
APW
406
Austin Private Wealth
Texas
$2.02M -$92.1K -2,539 -4%
IWC
407
Integrated Wealth Concepts
Massachusetts
$2.02M +$264K +7,282 +15%
IF
408
Intrua Financial
Texas
$2M +$24.9K +687 +1%
PHIMC
409
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$13.6K -375 -0.7%
GI
410
Gradient Investments
Minnesota
$1.99M – – –
BRM
411
Boston Research & Management
Massachusetts
$1.99M -$20.8K -575 -1%
CCM
412
Carlson Capital Management
Minnesota
$1.98M +$1.98M +56,203 New
TSW
413
Thompson Siegel & Walmsley
Virginia
$1.97M – – –
FIA
414
Foundations Investment Advisors
Arizona
$1.95M +$487K +13,798 +33%
EAM
415
Eagle Asset Management
Florida
$1.93M +$1.93M +53,320 New
IIA
416
IPG Investment Advisors
California
$1.92M -$1.35M -37,180 -41%
PPA
417
Parametric Portfolio Associates
Washington
$1.91M -$27.5M -756,903 -93%
RVPG
418
Relative Value Partners Group
$1.91M +$1.91M +52,626 New
BEI
419
Benjamin Edwards Inc
Missouri
$1.9M +$412K +11,360 +28%
SA
420
Sunesis Advisors
Kansas
$1.89M – – –
Susquehanna International Group
421
Susquehanna International Group
Pennsylvania
$1.89M -$1.48M -40,738 -44%
GCIG
422
Grand Central Investment Group
Florida
$1.89M +$1.89M +52,032 New
UCFA
423
United Capital Financial Advisors
Texas
$1.86M +$87.9K +2,424 +5%
MHS
424
M Holdings Securities
Oregon
$1.86M -$21.5K -594 -1%
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$1.85M -$713K -19,649 -28%
15 16
17
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