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 %
PPP
551
Private Portfolio Partners
New Jersey
$786K +$24.7K +682 +3%
JWCA
552
J.W. Coons Advisors
Ohio
$782K -$200K -5,511 -20%
AWA
553
Alta Wealth Advisors
Massachusetts
$782K +$782K +21,562 New
PC
554
Port Capital
Illinois
$774K – – –
KA
555
Kovack Advisors
Florida
$772K +$57.5K +1,587 +8%
RDWM
556
Red Door Wealth Management
Tennessee
$767K -$66K -1,821 -8%
PFM
557
Phillips Financial Management
Indiana
$745K +$4.03K +111 +0.5%
IAN
558
Integrated Advisors Network
Texas
$742K +$742K +20,463 New
UAS
559
United Asset Strategies
New York
$740K +$1.05K +29 +0.1%
SFA
560
Source Financial Advisors
New York
$736K +$736K +20,308 New
AL
561
Aspiriant LLC
California
$733K +$455K +12,544 +163%
FIM
562
FWL Investment Management
Texas
$725K +$725K +20,000 New
SIC
563
Schwartz Investment Counsel
Michigan
$724K – – –
RAM
564
Riggs Asset Management
Pennsylvania
$722K -$907K -25,024 -56%
FM
565
Family Management
New York
$714K +$714K +19,692 New
SSWM
566
Sheets Smith Wealth Management
North Carolina
$707K -$103K -2,852 -13%
HC
567
Hamilton Capital
Ohio
$700K +$23.1K +636 +3%
IWM
568
IHT Wealth Management
Illinois
$699K +$142K +3,905 +25%
VAS
569
Valicenti Advisory Services
New York
$697K – – –
HH
570
Hilltop Holdings
Texas
$693K +$31.6K +872 +5%
JWM
571
JGP Wealth Management
Oregon
$684K +$684K +20,000 New
IAA
572
Ironsides Asset Advisors
North Carolina
$683K – – –
FA
573
Forefront Analytics
Pennsylvania
$681K -$10.4K -286 -2%
KIA
574
KCM Investment Advisors
California
$681K +$69.6K +1,920 +11%
PFA
575
Pure Financial Advisors
California
$680K +$2.87K +79 +0.4%
21 22
23
24 25