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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 %
BSW
451
Buckingham Strategic Wealth
Missouri
$1.54M +$405K +11,165 +36%
NCM
452
Northside Capital Management
Oregon
$1.53M +$181K +5,000 +13%
CCA
453
Cadent Capital Advisors
Oklahoma
$1.52M +$1.52M +42,012 New
NEAM
454
New England Asset Management
Connecticut
$1.5M – – –
FCM
455
Firestone Capital Management
Florida
$1.49M – – –
CW
456
CreativeOne Wealth
Kansas
$1.49M +$493K +13,592 +50%
PP
457
Palladium Partners
Virginia
$1.46M +$51.3K +1,416 +4%
BPC
458
Banque Pictet & Cie
Switzerland
$1.46M – – –
EP
459
Eudaimonia Partners
Tennessee
$1.45M +$960K +26,472 +195%
HKAM
460
Horizon Kinetics Asset Management
New York
$1.45M -$310K -8,539 -18%
BP
461
BBR Partners
New York
$1.44M – – –
ECM
462
Evergreen Capital Management
Washington
$1.43M +$22K +608 +2%
CG
463
Cutler Group
California
$1.41M -$702K -19,350 -33%
IC
464
IEQ Capital
California
$1.4M -$68K -1,875 -5%
TCA
465
Transcend Capital Advisors
New Jersey
$1.4M -$962K -26,525 -41%
WS
466
Wedbush Securities
California
$1.39M -$1.22M -33,763 -47%
BAM
467
Baldrige Asset Management
Pennsylvania
$1.37M +$475K +13,093 +53%
BWP
468
Baldwin Wealth Partners
Massachusetts
$1.37M +$10.3K +285 +0.8%
BA
469
Bristlecone Advisors
Washington
$1.36M -$376K -10,378 -22%
CIG
470
Consolidated Investment Group
Colorado
$1.36M – – –
PAG
471
Pinnacle Advisory Group
Maryland
$1.31M -$25.7K -708 -2%
MNBTD
472
Moody National Bank Trust Division
Texas
$1.3M – – –
LWM
473
Liberty Wealth Management
California
$1.3M +$475K +13,430 +58%
OFA
474
Oak Family Advisors
Illinois
$1.28M +$1.28M +35,154 New
TA
475
TruWealth Advisors
Louisiana
$1.26M +$1.26M +34,829 New
17 18
19
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