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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 %
BBPWM
776
Blue Bell Private Wealth Management
Pennsylvania
$240K +$26.5K +738 +12%
BJL
777
Brighton Jones LLC
Washington
$240K +$240K +6,624 New
BOPW
778
Brandywine Oak Private Wealth
Pennsylvania
$238K -$28.6M -790,401 -99%
FCCM
779
First City Capital Management
Georgia
$238K -$167K -4,813 -41%
EFS
780
Essex Financial Services
Connecticut
$237K – – –
DDPIC
781
Deroy & Devereaux Private Investment Counsel
Michigan
$236K – – –
FHC
782
First Heartland Consultants
Missouri
$235K -$26.7K -735 -10%
MKA
783
M. Kulyk & Associates
Georgia
$235K +$235K +6,487 New
CFA
784
Carroll Financial Associates
North Carolina
$227K – – –
FFS
785
Founders Financial Securities
Maryland
$227K +$23.2K +638 +11%
GG
786
Gofen & Glossberg
Illinois
$222K +$222K +6,115 New
SYBT
787
Stock Yards Bank & Trust
Kentucky
$219K -$6.07K -168 -3%
AW
788
ACG Wealth
Georgia
$219K – – –
SIA
789
Soltis Investment Advisors
Utah
$217K +$217K +5,987 New
AWM
790
Altavista Wealth Management
North Carolina
$215K – – –
FWP
791
Firethorn Wealth Partners
Georgia
$215K +$215K +5,930 New
AP
792
Appleton Partners
Massachusetts
$211K -$4.1K -113 -2%
PWPS
793
Pinnacle Wealth Planning Services
Ohio
$211K -$1.49K -41 -0.7%
NCG
794
Newport Capital Group
New Jersey
$206K +$206K +5,659 New
FAG
795
Financial Advisory Group
Texas
$205K – – –
LWA
796
Lenox Wealth Advisors
New York
$205K – – –
WBC
797
West Branch Capital
Massachusetts
$204K – – –
GGS
798
Galvin Gaustad & Stein
Arizona
$200K +$200K +5,525 New
NIA
799
Northstar Investment Advisors
Colorado
$198K +$7.27K +200 +4%
AFG
800
Allegheny Financial Group
Pennsylvania
$198K +$198K +5,452 New
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