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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 %
IAA
576
Independent Advisor Alliance
North Carolina
$679K +$46.5K +1,282 +7%
NPF
577
Norris Perne & French
Michigan
$672K +$5.77K +159 +0.9%
NFG
578
Nations Financial Group
Iowa
$671K +$87.1K +2,402 +15%
TLCM
579
Twin Lakes Capital Management
California
$664K +$664K +18,303 New
MFA
580
Mayflower Financial Advisors
Massachusetts
$658K +$658K +18,156 New
TFO
581
Tarbox Family Office
California
$648K – – –
JWCA
582
J.W. Cole Advisors
Florida
$641K -$215K -5,931 -25%
CCFCSB
583
Cape Cod Five Cents Savings Bank
Massachusetts
$638K +$638K +17,596 New
BS
584
Banco Santander
Spain
$633K -$32.1K -886 -5%
SCI
585
S&CO Inc
Massachusetts
$623K – – –
PFA
586
Professional Financial Advisors
Nebraska
$620K +$435 +12 +0.1%
CCM
587
Coldstream Capital Management
Washington
$616K +$84.6K +2,334 +16%
LWAC
588
Laurel Wealth Advisors (California)
California
$615K -$248K -6,847 -29%
PWP
589
Principle Wealth Partners
Connecticut
$614K – – –
AWM
590
Altium Wealth Management
New York
$609K – – –
Vontobel Holding
591
Vontobel Holding
Switzerland
$600K +$600K +16,551 New
Toronto Dominion Bank
592
Toronto Dominion Bank
Ontario, Canada
$588K – – –
SAM
593
Strategy Asset Managers
California
$587K +$30.1K +830 +5%
NFG
594
Next Financial Group
Texas
$578K -$12.7K -349 -2%
WMA
595
Wealth Management Associates
New Jersey
$571K +$199K +5,478 +53%
EIP
596
Ellis Investment Partners
Pennsylvania
$566K +$109K +3,015 +24%
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$560K – – –
EWA
598
EP Wealth Advisors
California
$550K +$550K +15,170 New
HCA
599
Horan Capital Advisors
Ohio
$547K +$547K +15,085 New
DIM
600
Delta Investment Management
California
$544K +$173K +4,777 +47%
22 23
24
25 26