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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 %
Barclays
676
Barclays
United Kingdom
$369K -$3.64M -100,405 -91%
GRP
677
Global Retirement Partners
California
$367K +$43.7K +1,207 +14%
GC
678
Gruss & Co
Florida
$363K -$545K -15,000 -60%
CFGS
679
Concourse Financial Group Securities
Alabama
$361K +$113K +3,117 +46%
RWA
680
Redhawk Wealth Advisors
Minnesota
$359K -$906 -25 -0.3%
RSWM
681
Robertson Stephens Wealth Management
California
$359K +$130K +3,579 +56%
TW
682
Towerpoint Wealth
California
$359K +$359K +9,899 New
RIA
683
Realta Investment Advisors
Delaware
$355K +$4.68K +129 +1%
GWM
684
GSB Wealth Management
Connecticut
$354K – – –
BCP
685
Berkeley Capital Partners
Georgia
$352K -$60.7K -1,675 -15%
MG
686
Mather Group
Illinois
$350K -$104K -2,863 -23%
CMBA
687
C.M. Bidwell & Associates
Hawaii
$350K – – –
QPWM
688
Quadrant Private Wealth Management
Pennsylvania
$345K – – –
FTC
689
Farmers Trust Company
Ohio
$343K +$38.6K +1,067 +13%
BAAM
690
Baker Avenue Asset Management
California
$343K +$69K +1,905 +25%
MCCP
691
Mission Creek Capital Partners
California
$339K – – –
BDF
692
Black Diamond Financial
Maryland
$337K +$29.8K +822 +10%
EE
693
EWG Elevate
California
$336K +$14.5K +399 +5%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$334K – – –
PJSIMP
695
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334K +$158K +4,488 +89%
FCH
696
Freestone Capital Holdings
Washington
$333K -$74.8K -2,062 -18%
BBHC
697
Brown Brothers Harriman & Co
New York
$332K +$232K +6,393 +232%
LPT
698
Legacy Private Trust
Wisconsin
$331K – – –
JWS
699
Juncture Wealth Strategies
Arizona
$330K -$18.2K -502 -5%
CSIC
700
Clifford Swan Investment Counsel
California
$324K – – –
26 27
28
29 30