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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 %
GFPC
851
Global Financial Private Client
Florida
$87.4K +$7.07K +195 +9%
FP
852
Financial Perspectives
Minnesota
$87.1K -$200K -5,510 -70%
FWM
853
Focused Wealth Management
New York
$83K -$5.03K -139 -6%
FA
854
Financial Advantage
Maryland
$82K – – –
MSFP
855
Mark Sheptoff Financial Planning
Connecticut
$82K – – –
IWP
856
IAG Wealth Partners
Wisconsin
$81K – – –
FPB
857
First PREMIER Bank
South Dakota
$79K – – –
AWM
858
Atticus Wealth Management
Florida
$73K – – –
PO
859
Private Ocean
California
$72K -$5.1K -140 -7%
SIS
860
SVB Investment Services
Utah
$70K – – –
SMG
861
Spectrum Management Group
Indiana
$67K -$48.6K -1,342 -42%
LFG
862
Larson Financial Group
Missouri
$67K -$20K -554 -23%
FGAM
863
Financial Gravity Asset Management
Texas
$66K +$66K +1,842 New
TCOV
864
Trust Company of Vermont
Vermont
$65K +$65K +1,791 New
IRC
865
Investors Research Corp
Georgia
$63K – – –
HPC
866
HM Payson & Co
Maine
$62K +$34.3K +945 +124%
CBT
867
Central Bank & Trust
Kentucky
$60K – – –
CFD
868
Creative Financial Designs
Indiana
$60K +$51K +1,416 +566%
HFA
869
Hoover Financial Advisors
Pennsylvania
$60K +$60K +1,700 New
ME
870
McIlrath & Eck
Washington
$59K – – –
WEC
871
Winslow Evans & Crocker
Massachusetts
$58K +$58K +1,600 New
FP
872
Fiduciary Planning
Florida
$58K +$58K +1,612 New
EI
873
Ellevest Inc
New York
$57K +$27.2K +750 +91%
PS
874
Planned Solutions
California
$54K – – –
OIM
875
Oder Investment Management
California
$54K +$54K +1,500 New
33 34
35
36 37