IAU icon

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 %
V
526
Veritable
Delaware
$943K -$18.6K -513 -2%
BWM
527
Bulltick Wealth Management
Florida
$943K +$943K +26,000 New
OFG
528
OmniStar Financial Group
North Carolina
$940K +$119K +3,283 +14%
FHA
529
Flagship Harbor Advisors
Massachusetts
$933K +$14.5K +399 +2%
LB
530
Leo Brokerage
Texas
$928K +$503K +13,886 +119%
MAA
531
Mraz Amerine & Associates
California
$921K +$468K +12,906 +103%
Comerica Bank
532
Comerica Bank
Texas
$920K -$534K -15,082 -37%
VCM
533
Verde Capital Management
Michigan
$916K -$181K -5,003 -17%
AFP
534
Ausdal Financial Partners
Iowa
$911K +$84K +2,317 +10%
CCT
535
Country Club Trust
Missouri
$900K – – –
GW
536
GW & Wade
Massachusetts
$893K -$98.9K -2,726 -10%
PA
537
PFG Advisors
Arizona
$857K +$195K +5,373 +29%
AWM
538
Apollon Wealth Management
South Carolina
$856K +$856K +23,595 New
VC
539
Vicus Capital
Pennsylvania
$855K -$8.52M -235,035 -91%
AWS
540
AJ Wealth Strategies
New York
$840K -$60.7K -1,675 -7%
EWM
541
Empirical Wealth Management
Washington
$828K +$94.2K +2,597 +13%
WCM
542
WealthBridge Capital Management
Ohio
$810K +$41.7K +1,150 +5%
RIA
543
Regal Investment Advisors
Michigan
$800K +$800K +22,075 New
JWBC
544
J.W. Burns & Co
New York
$798K +$14K +387 +2%
CCG
545
Cypress Capital Group
Florida
$796K +$796K +21,965 New
NVCHI
546
New Vernon Capital Holdings II
New Jersey
$795K -$59K -1,627 -7%
AAM
547
Aureus Asset Management
Massachusetts
$795K – – –
IPW
548
Inlet Private Wealth
Florida
$792K +$493K +13,605 +165%
TI
549
Tidal Investments
Wisconsin
$787K -$92.6K -2,556 -11%
WCM
550
Wealthcare Capital Management
Virginia
$787K +$312K +8,601 +66%
20 21
22
23 24