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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 %
Cerity Partners
426
Cerity Partners
New York
$1.8M +$1.29M +35,452 +251%
LNC
427
Lincoln National Corp
Pennsylvania
$1.79M +$989K +27,292 +124%
FFG
428
Ford Financial Group
California
$1.79M +$42.2K +1,165 +2%
VWA
429
Visionary Wealth Advisors
Illinois
$1.78M -$442K -12,180 -20%
BIA
430
Bigelow Investment Advisors
Maine
$1.78M +$241K +6,648 +16%
TRCT
431
Tower Research Capital (TRC)
New York
$1.76M +$371K +10,232 +27%
BRWA
432
B. Riley Wealth Advisors
Florida
$1.76M -$589K -16,236 -25%
FPCP
433
Fort Point Capital Partners
California
$1.75M +$36.5K +1,008 +2%
AF
434
Allworth Financial
California
$1.75M +$1.55M +42,647 +774%
WCFA
435
Walkner Condon Financial Advisors
Wisconsin
$1.7M +$414K +11,415 +32%
S
436
SignatureFD
Georgia
$1.7M +$27.2K +750 +2%
CF
437
Centaurus Financial
California
$1.68M +$218K +6,005 +15%
MIM
438
Macroview Investment Management
Maryland
$1.67M +$4.28K +118 +0.3%
JA
439
JVL Associates
Michigan
$1.66M – – –
JIP
440
Jaffetilchin Investment Partners
Florida
$1.65M +$106K +2,918 +7%
PCTC
441
Perkins Coie Trust Company
Washington
$1.62M +$28.1K +775 +2%
PFA
442
Pettinga Financial Advisors
Indiana
$1.62M +$127K +3,501 +9%
SAM
443
Satovsky Asset Management
New York
$1.6M +$1.6M +44,143 New
WP
444
WealthSource Partners
California
$1.6M -$38.7K -1,066 -2%
TWA
445
TPB Wealth Advisors
Texas
$1.6M +$1.6M +44,000 New
SAM
446
SignalPoint Asset Management
Missouri
$1.59M -$35K -966 -2%
PAMU
447
Pictet Asset Management (UK)
United Kingdom
$1.57M -$2.27M -62,618 -59%
BO
448
Bank OZK
Arkansas
$1.56M +$203K +5,611 +15%
GSEP
449
Golden State Equity Partners
California
$1.55M +$1.55M +42,725 New
VWA
450
V Wealth Advisors
Kansas
$1.55M +$1.55M +42,691 New
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