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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 %
AWM
876
Accel Wealth Management
Iowa
$53K +$53K +1,459 New
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$51K +$49.5K +1,373 +3,269%
SNT
878
Security National Trust
West Virginia
$50K – – –
PCG
879
Private Capital Group
Connecticut
$48K – – –
CFFP
880
Center for Financial Planning
Michigan
$47K – – –
SSWG
881
Seven Springs Wealth Group
Tennessee
$47K – – –
CCM
882
Cribstone Capital Management
Maine
$44K +$31.9K +885 +264%
BA
883
Bellwether Advisors
Nebraska
$43K +$43K +1,200 New
ATC
884
Adirondack Trust Company
New York
$41K – – –
CHA
885
Carmichael Hill & Associates
Maryland
$39K – – –
LGWM
886
Litman Gregory Wealth Management
California
$38K – – –
AWM
887
AllSquare Wealth Management
New York
$38K – – –
NFSG
888
Newbridge Financial Services Group
Florida
$37K – – –
SIS
889
Sound Income Strategies
Florida
$37K – – –
TF
890
Tompkins Financial
New York
$37K – – –
FMP
891
Financial Management Professionals
Texas
$36K +$1.83K +50 +5%
MA
892
Montag & Associates
Georgia
$36K +$36K +1,000 New
AIM
893
Anchor Investment Management
South Carolina
$35.2K – – –
LGA
894
Lebenthal Global Advisors
New York
$35K +$35K +968 New
BAM
895
Bellevue Asset Management
Washington
$33K – – –
FCA
896
FinTrust Capital Advisors
South Carolina
$32K -$3.62K -100 -10%
RWA
897
Ropes Wealth Advisors
Massachusetts
$32K +$32K +883 New
WIM
898
Westside Investment Management
California
$32K +$4.65K +4,675 +17%
SQA
899
Simon Quick Advisors
New Jersey
$31K +$31K +853 New
SIAG
900
Safeguard Investment Advisory Group
California
$31K +$31K +867 New
34 35
36
37 38