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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 %
BFC
901
Bedel Financial Consulting
Indiana
$30K – – –
RWG
902
Regal Wealth Group
California
$30K +$30K +822 New
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K -$4.52K -125 -14%
OSNBOA
904
Old Second National Bank of Aurora
Illinois
$28K – – –
TC
905
Truvestments Capital
Florida
$28K +$2.06K +56 +8%
OC
906
Oakworth Capital
Alabama
$27K – – –
RBC
907
Roble Belko & Company
Pennsylvania
$26K – – –
MF
908
Manchester Financial
California
$26K – – –
DSC
909
Duncker Streett & Co
Missouri
$26K +$4.48K +125 +21%
TIAM2
910
Tru Independence Asset Management 2
Oregon
$25K +$25K +702 New
VNA
911
Valley National Advisers
Pennsylvania
$24K -$1.57K -44 -6%
FHA
912
First Horizon Advisors
Tennessee
$23K – – –
MAM
913
Meeder Asset Management
Ohio
$22K -$8.01K -225 -27%
ZB
914
Zions Bancorporation
Utah
$22K – – –
DZ Bank
915
DZ Bank
Germany
$21K – – –
SIC
916
Salem Investment Counselors
North Carolina
$20K -$2.71K -76 -12%
KFI
917
Key Financial Inc
Pennsylvania
$20K +$20K +546 New
OIA
918
Optimum Investment Advisors
Illinois
$18K – – –
PCA
919
Providence Capital Advisors
North Carolina
$18K +$18K +500 New
SFPG
920
Stonebridge Financial Planning Group
Florida
$17K – – –
ETI
921
Enterprise Trust & Investment
California
$16K – – –
SA
922
SRH Advisors
Kansas
$15K – – –
FNBOSM
923
First National Bank of South Miami
Florida
$15K +$15K +416 New
FWM
924
Filbrandt Wealth Management
Wisconsin
$15K +$15K +419 New
BBHBI
925
B, B, H, & B Inc
Alabama
$12K +$12K +350 New
35 36
37
38 39