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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 %
MSFS
626
Main Street Financial Solutions
Pennsylvania
$494K +$494K +13,628 New
WFAG
627
Wescott Financial Advisory Group
Pennsylvania
$491K +$491K +13,542 New
BWM
628
BerganKDV Wealth Management
Minnesota
$489K +$51K +1,408 +12%
CPA
629
Capital Planning Advisors
California
$483K +$21.8K +601 +5%
CL
630
Choreo LLC
Illinois
$478K +$27K +745 +6%
WJWM
631
Williams Jones Wealth Management
New York
$475K +$175K +4,838 +59%
SG
632
StoneX Group
New York
$472K +$22.1K +609 +5%
VanEck Associates
633
VanEck Associates
New York
$471K -$570K -15,730 -55%
SMDAM
634
Sumitomo Mitsui DS Asset Management
Japan
$471K +$471K +13,000 New
TWM
635
Tradition Wealth Management
Minnesota
$471K +$471K +13,001 New
CIC
636
Cutler Investment Counsel
Oregon
$468K – – –
CAL
637
Capital Analysts LLC
Pennsylvania
$461K +$76.2K +2,100 +20%
CFO
638
Collective Family Office
Pennsylvania
$459K +$459K +12,649 New
HCIA
639
Hochman Cole Investment Advisors
Illinois
$457K +$206K +5,685 +82%
IC
640
Inverness Counsel
New York
$453K -$450K – –
RWMH
641
Riverpoint Wealth Management Holdings
Illinois
$453K – – –
SM
642
SG3 Management
Puerto Rico
$453K +$453K +12,500 New
JPLA
643
Joseph P. Lucia & Associates
New York
$450K -$46.8K -1,290 -9%
WPA
644
West Paces Advisors
Georgia
$448K – – –
CA
645
CGN Advisors
Kansas
$445K +$445K +12,265 New
BSSFA
646
Baron Silver Stevens Financial Advisors
Florida
$443K +$443K +12,240 New
PP
647
Patron Partners
Texas
$441K +$441K +12,158 New
PP
648
PDS Planning
Ohio
$439K – – –
TFA
649
Teamwork Financial Advisors
Texas
$436K -$81.2K -2,241 -16%
KC
650
Knuff & Co
California
$421K -$48K -1,325 -10%
24 25
26
27 28