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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 %
EWA
476
Exencial Wealth Advisors
Oklahoma
$1.26M -$1.13K -31 -0.1%
PG
477
Pendal Group
Australia
$1.24M – – –
FPF
478
First Pacific Financial
Washington
$1.23M +$1.23M +34,025 New
SWM
479
SVA Wealth Management
Wisconsin
$1.23M +$1.23M +34,029 New
FAIM
480
Financial Advocates Investment Management
Washington
$1.23M -$487K -13,427 -28%
WT
481
Whittier Trust
California
$1.22M +$536K +14,792 +78%
SFFS
482
Stonehage Fleming Financial Services
Jersey
$1.22M +$12.9K +355 +1%
EVM
483
Eaton Vance Management
Massachusetts
$1.21M +$430K +11,853 +55%
NL
484
NWAM LLC
Washington
$1.21M +$684K +18,862 +129%
TC
485
TAP Consulting
Missouri
$1.21M -$3.08K -85 -0.3%
HFP
486
Holistic Financial Partners
Indiana
$1.2M – – –
PFP
487
Pinnacle Financial Partners
Tennessee
$1.2M – – –
CWP
488
Concord Wealth Partners
Virginia
$1.2M +$1.2M +33,049 New
BWM
489
Birchcreek Wealth Management
Ohio
$1.19M +$1.19M +32,948 New
CA
490
Clearstead Advisors
Ohio
$1.19M – – –
BFS
491
Bard Financial Services
Connecticut
$1.19M +$1.19M +32,750 New
MWM
492
Merriman Wealth Management
Washington
$1.16M -$2.76M -76,093 -70%
PWM
493
PBMares Wealth Management
Virginia
$1.15M +$228K +6,277 +25%
VVP
494
Venture Visionary Partners
Ohio
$1.15M +$1.15M +31,644 New
AWA
495
Arete Wealth Advisors
Illinois
$1.14M +$110K +2,973 +11%
AP
496
Arlington Partners
Alabama
$1.14M +$1.14M +31,411 New
WCM
497
Whitener Capital Management
North Carolina
$1.14M +$3.08K +85 +0.3%
SFG
498
SageGuard Financial Group
Tennessee
$1.12M +$1.12M +30,912 New
PA
499
Parallel Advisors
California
$1.11M +$582K +16,061 +110%
FIG
500
FundX Investment Group
California
$1.11M -$198K -5,467 -15%
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