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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 %
ST
801
Sabal Trust
Florida
$198K +$198K +5,464 New
SWP
802
Summit Wealth Partners
Florida
$198K +$1.09K +30 +0.6%
CM
803
Columbus Macro
Pennsylvania
$196K -$3.48K -96 -2%
LFAS
804
Level Four Advisory Services
Texas
$191K -$1.16K -32 -0.6%
MHR
805
Matthew Hamilton Rosenberg
$190K – – –
AFG
806
Arkansas Financial Group
Arkansas
$190K – – –
HWA
807
Hillcrest Wealth Advisors
New Jersey
$190K – – –
KCM
808
Kanawha Capital Management
Virginia
$190K +$190K +5,244 New
CGL
809
Clarius Group LLC
Washington
$189K -$19.7K -543 -9%
LNWWM
810
Laird Norton Wetherby Wealth Management
California
$189K +$189K +5,213 New
JPG
811
Jordan Park Group
California
$189K +$189K +5,220 New
IAIM
812
International Assets Investment Management
Florida
$188K -$76.3K -2,110 -29%
CCP
813
Clarkston Capital Partners
Michigan
$184K +$184K +5,067 New
LRIA
814
Leonard Rickey Investment Advisors
Washington
$182K -$39.3K -1,083 -18%
LSC
815
Lesa Sroufe & Co
Washington
$182K – – –
BS
816
Boenning & Scattergood
Pennsylvania
$182K – – –
SC
817
Searle & Co
Connecticut
$181K – – –
RCM
818
Radnor Capital Management
Pennsylvania
$181K – – –
JFG
819
JMG Financial Group
Illinois
$181K +$181K +5,000 New
TFGT
820
TS Financial Group (TSFG)
Illinois
$180K +$42.1K +1,162 +30%
BAM
821
Barrett Asset Management
New York
$179K – – –
WWM
822
Wolff Wiese Magana
California
$175K +$175K +4,825 New
SBL
823
Sargent Bickham Lagudis
Colorado
$170K – – –
EWA
824
Evolution Wealth Advisors
Florida
$170K – – –
RCC
825
Red Cedar Capital
Nebraska
$168K – – –
31 32
33
34 35