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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 %
BWA
726
BDO Wealth Advisors
Florida
$286K – – –
SCA
727
STALEY CAPITAL ADVISERS
Pennsylvania
$286K – – –
LA
728
Latitude Advisors
Florida
$285K +$285K +7,866 New
DWT
729
Dorsey & Whitney Trust
South Dakota
$284K – – –
EPWM
730
Essex Private Wealth Management
Massachusetts
$283K +$59.7K +1,649 +27%
AA
731
Alesco Advisors
New York
$282K +$66.7K +1,842 +31%
WT
732
Washington Trust
Rhode Island
$281K – – –
LDFR
733
Lehman & Derafelo Financial Resources
Pennsylvania
$281K – – –
AFAS
734
Acorn Financial Advisory Services
Virginia
$280K -$26.5K -732 -9%
EWMCB
735
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$278K -$45.7K -1,261 -14%
RIG
736
Roosevelt Investment Group
New York
$277K – – –
MF
737
Montis Financial
Massachusetts
$274K +$274K +7,804 New
Fisher Asset Management
738
Fisher Asset Management
Washington
$273K +$273K +7,520 New
Wealth Enhancement Advisory Services
739
Wealth Enhancement Advisory Services
Minnesota
$273K +$273K +7,856 New
CFG
740
Citizens Financial Group
Rhode Island
$272K -$320K -8,846 -54%
BEAM
741
Baker Ellis Asset Management
Washington
$272K -$49.1K -1,354 -15%
SC
742
Slow Capital
California
$272K -$944 -26 -0.3%
CAM
743
Concorde Asset Management
Michigan
$269K -$90.1K -2,490 -25%
ITIM
744
Indiana Trust & Investment Management
Indiana
$268K – – –
CCWA
745
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$266K +$38.2K +1,054 +17%
SHWM
746
Smith & Howard Wealth Management
Georgia
$264K – – –
SWM
747
SeaCrest Wealth Management
New York
$263K -$4.24K -117 -2%
CNBTD
748
Citizens National Bank Trust Department
Mississippi
$263K +$72.6K +2,000 +38%
DY
749
Dowling & Yahnke
California
$262K -$43.6K -1,200 -14%
MCM
750
Manchester Capital Management
Vermont
$262K – – –
28 29
30
31 32