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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 %
ED
701
Exane Derivatives
France
$323K +$323K +8,900 New
DBT
702
Dubuque Bank & Trust
Iowa
$322K – – –
TYCC
703
Texas Yale Capital Corp
Florida
$320K – – –
ATC
704
Argent Trust Co
Tennessee
$320K +$20.9K +577 +7%
PWA
705
Phoenix Wealth Advisors
North Carolina
$320K +$320K +8,837 New
AA
706
Auxano Advisors
Washington
$318K – – –
BFA
707
Beaumont Financial Advisors
Massachusetts
$317K -$7.47M -206,293 -96%
CA
708
Continuum Advisory
Idaho
$313K -$30.3K -836 -9%
GC
709
Garde Capital
Washington
$311K – – –
PA
710
Pinnacle Associates
New York
$308K +$25.2K +694 +9%
ESB
711
Essex Savings Bank
Connecticut
$306K – – –
VIP
712
Viewpoint Investment Partners
Alberta, Canada
$306K +$306K +9,000 New
MPM
713
Meritage Portfolio Management
Kansas
$300K +$73.4K +2,025 +32%
OIA
714
OneDigital Investment Advisors
Kansas
$298K -$10K -277 -3%
BMA
715
Brooks Moore & Associates
Tennessee
$297K +$16.3K +450 +6%
JCM
716
Jacobi Capital Management
Pennsylvania
$296K +$16.6K +459 +6%
HDIM
717
Hanson & Doremus Investment Management
Vermont
$295K +$5.51K +152 +2%
SWMG
718
Strategic Wealth Management Group
Maryland
$295K +$9.69K +267 +3%
ACM
719
AlphaStar Capital Management
North Carolina
$294K -$5.71M -164,171 -95%
KFA
720
Kelleher Financial Advisors
New York
$293K -$2.21K -61 -0.7%
SEIA
721
Signature Estate & Investment Advisors
California
$293K – – –
TI
722
Trexquant Investment
Connecticut
$291K +$291K +8,021 New
HIM
723
HawsGoodwin Investment Management
Tennessee
$290K -$7.23K -199 -2%
SWM
724
Stockman Wealth Management
Montana
$290K +$290K +7,998 New
Parallax Volatility Advisers
725
Parallax Volatility Advisers
California
$288K +$288K +7,951 New
27 28
29
30 31