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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 %
BL
501
Balentine LLC
Georgia
$1.11M +$5.98K +165 +0.5%
CIA
502
Choate Investment Advisors
Massachusetts
$1.1M -$136K -3,742 -11%
SSWM
503
Smith Salley Wealth Management
North Carolina
$1.1M +$1.1M +30,265 New
BA
504
Ballew Advisors
Mississippi
$1.1M – – –
HB
505
Homrich & Berg
Georgia
$1.1M +$92.7K +2,556 +9%
AAM
506
Augustine Asset Management
Florida
$1.09M -$73.6K -2,030 -6%
GC
507
Gibson Capital
Pennsylvania
$1.08M +$23.4K +646 +2%
FHB
508
First Hawaiian Bank
Hawaii
$1.07M -$42.5K -1,171 -4%
IP
509
Intellectus Partners
California
$1.07M +$1.07M +29,578 New
KLC
510
Knowledge Leaders Capital
Colorado
$1.07M +$258K +7,109 +32%
PFM
511
Patton Fund Management
Texas
$1.07M +$392K +10,800 +58%
FEM
512
Fulcrum Equity Management
Texas
$1.04M +$155K +4,286 +18%
VAM
513
Verity Asset Management
North Carolina
$1.03M -$133K -3,655 -11%
PWM
514
PRW Wealth Management
Massachusetts
$1.03M -$576K -15,900 -36%
BFO
515
Boston Family Office
Massachusetts
$1.03M +$1.03M +28,275 New
ARIS
516
Advanced Research Investment Solutions
California
$1.02M – – –
CCM
517
Courage Capital Management
Tennessee
$1.02M – – –
MWM
518
Modera Wealth Management
New Jersey
$1M +$8.52K +235 +0.9%
RZH
519
Relyea Zuckerberg Hanson
Connecticut
$994K +$53.7K +1,482 +6%
PCIA
520
Prime Capital Investment Advisors
Kansas
$994K +$95K +2,620 +11%
C
521
Certuity
Florida
$990K +$112K +3,087 +13%
FNT
522
First National Trust
Pennsylvania
$981K -$22.9K -632 -2%
TNBTD
523
Trustmark National Bank Trust Department
Mississippi
$968K +$125K +3,445 +15%
AIA
524
Avalon Investment & Advisory
Texas
$947K – – –
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
$946K -$984K -9,000 -51%
19 20
21
22 23