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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 %
WANY
651
Wealthspire Advisors (New York)
New York
$420K +$420K +11,585 New
CIA
652
Compass Ion Advisors
Pennsylvania
$414K +$217K +5,989 +110%
WWM
653
Western Wealth Management
Colorado
$412K -$651K -17,943 -61%
KWM
654
Keebeck Wealth Management
Illinois
$406K +$406K +11,205 New
MCM
655
Murphy Capital Management
New Jersey
$403K -$97.8K -2,700 -20%
BFM
656
Boston Financial Management
Massachusetts
$402K – – –
IF
657
IRON Financial
Illinois
$402K +$5.84K +161 +1%
KPWS
658
Kestra Private Wealth Services
Texas
$401K -$5.31K -147 -1%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$399K +$30.6K +844 +8%
CRC
660
Catawba River Capital
South Carolina
$399K +$399K +11,016 New
IFWM
661
Institute for Wealth Management
Colorado
$396K +$15K +415 +4%
MC
662
Moors & Cabot
Massachusetts
$396K +$18K +500 +5%
TNAM
663
Terra Nova Asset Management
New York
$391K +$391K +10,788 New
AssetMark Inc
664
AssetMark Inc
California
$388K – – –
IA
665
IFG Advisory
Georgia
$386K -$12.4K -341 -3%
HW
666
Hancock Whitney
Mississippi
$386K – – –
OWP
667
Obermeyer Wealth Partners
Colorado
$385K +$385K +10,625 New
BWM
668
Buckley Wealth Management
Nevada
$384K +$384K +10,600 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$382K +$7.87K +217 +2%
VFA
670
Valeo Financial Advisors
Indiana
$381K +$18.7K +515 +5%
TG
671
TCW Group
California
$378K +$378K +10,425 New
Natixis Advisors
672
Natixis Advisors
Massachusetts
$377K -$48.7K -1,343 -11%
GBT
673
Grove Bank & Trust
Florida
$377K – – –
HCM
674
Hollencrest Capital Management
California
$377K – – –
VCWA
675
Vanguard Capital Wealth Advisors
Colorado
$375K +$375K +10,398 New
25 26
27
28 29