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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 %
HIA
826
Harbor Investment Advisory
Maryland
$168K – – –
BWA
827
Burt Wealth Advisors
Maryland
$165K – – –
PA
828
Perennial Advisors
New York
$159K +$159K +4,390 New
HFS
829
Hantz Financial Services
Michigan
$154K -$45.4K -1,250 -23%
APWM
830
Atlas Private Wealth Management
New York
$150K – – –
CCA
831
Column Capital Advisors
Indiana
$148K +$1.02K +28 +0.7%
FRA
832
Front Row Advisors
California
$145K – – –
MAM
833
McCarthy Asset Management
California
$144K +$144K +3,966 New
MRCM
834
M&R Capital Management
New Jersey
$135K – – –
DWP
835
Destiny Wealth Partners
Florida
$135K +$135K +3,712 New
SSB
836
Sandy Spring Bank
Maryland
$134K -$16.8K -463 -11%
FEG
837
Financial Enhancement Group
Indiana
$116K – – –
NCM
838
New Capital Management
Texas
$116K – – –
SIM
839
Sonora Investment Management
Arizona
$112K +$10.3K +284 +10%
BWM
840
Baystate Wealth Management
Massachusetts
$110K -$773K -21,290 -88%
CWC
841
Carolinas Wealth Consulting
North Carolina
$109K +$109K +3,000 New
GCA
842
Guardian Capital Advisors
Ontario, Canada
$104K – – –
BCM
843
Blume Capital Management
California
$103K -$18.1K -500 -15%
DOA
844
D'Orazio & Associates
Virginia
$103K – – –
EWM
845
Endurance Wealth Management
Rhode Island
$102K – – –
CH
846
Canton Hathaway
Rhode Island
$102K – – –
RE
847
RBC Europe
United Kingdom
$99.1K +$5.26K +145 +6%
BFG
848
Baron Financial Group
New Jersey
$95.1K – – –
SWM
849
Sugarloaf Wealth Management
Georgia
$91K – – –
FF
850
FourThought Financial
Florida
$90K +$90K +2,500 New
32 33
34
35 36