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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 %
WA
751
WESPAC Advisors
California
$259K +$57.6K +1,590 +29%
GWM
752
Geneos Wealth Management
Colorado
$259K +$255K +660,321 +6,652%
TNB
753
TCF National Bank
South Dakota
$258K +$1.63K +45 +0.6%
YAL
754
Your Advocates Ltd
Texas
$257K +$256K +7,071 +30,743%
AIA
755
Arbor Investment Advisors
North Carolina
$255K -$30.6K -842 -11%
CIR
756
Clear Investment Research
Georgia
$255K +$108K +2,968 +73%
DWM
757
Destination Wealth Management
California
$255K +$255K +7,021 New
PRS
758
Pinkerton Retirement Specialists
Idaho
$254K +$254K +7,000 New
CA
759
Claro Advisors
Massachusetts
$253K +$27.2K +749 +12%
AAM
760
Ameraudi Asset Management
New York
$250K -$7.39K -204 -3%
SIAM
761
Sterling Investment Advisors (Missouri)
Missouri
$250K – – –
RIS
762
Retirement Income Solutions
Michigan
$250K – – –
RCA
763
Rowland Carmichael Advisors
Arizona
$248K – – –
PG
764
Patten Group
Tennessee
$248K +$3.2K +88 +1%
MAS
765
Managed Account Services
Florida
$247K +$7.37K +207 +3%
CFO
766
Colony Family Offices
North Carolina
$245K +$245K +6,756 New
BCV
767
Banque Cantonale Vaudoise
Switzerland
$244K -$183K -5,030 -43%
CIA
768
Capital Investment Advisors
Georgia
$244K +$19.9K +550 +9%
TF
769
Trek Financial
Arizona
$244K +$20.8K +573 +9%
NPT
770
Nixon Peabody Trust
Massachusetts
$243K – – –
CPIA
771
Cornell Pochily Investment Advisors
New York
$243K +$243K +6,690 New
ACA
772
Ackerman Capital Advisors
Texas
$242K -$108K -2,976 -31%
WIA
773
World Investment Advisors
California
$242K -$49.6K -1,431 -17%
MPCG
774
Matrix Private Capital Group
New York
$242K +$1.81K +50 +0.8%
CA
775
Cambridge Advisors
Nebraska
$241K +$36 +1 +0%
29 30
31
32 33