iShares Gold Trust
IAU
952 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 353 increasing their positions, 344 reducing their positions, and 90 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 344
0.87% less ownership
Funds ownership: 27.63% → 26.76% (-0.87%)
8% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 90
2% less funds holding
Funds holding: 969 → 952 (-17)
16% less capital invested
Capital invested by funds: $17.7B → $15B (-$2.75B)
16% less funds holding in top 10
Funds holding in top 10: 122 → 102 (-20)
30% less call options, than puts
Call options by funds: $6.99M | Put options by funds: $10M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$118M |
| 2 |
HF
HRT Financial
New York
|
+$73.8M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$65.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$43.9M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$169M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$141M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$130M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$114M |
| 5 |
JP Morgan Chase
New York
|
-$105M |
IAU Hedge Fund Activity: Q1 2021 in Review
952 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2021, worth a combined $15B — down 16% from $17.7B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of IAU and 83 opened new positions — a net loss of 7 holders — while 344 trimmed existing stakes and 353 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $118M. The largest seller was Wells Fargo, cutting an estimated $169M.
- 952 institutional investors held iShares Gold Trust (IAU) as of Q1 2021, down from 969 in Q4 2020.
- Funds reported $15B of iShares Gold Trust stock for Q1 2021, down 16% quarter-over-quarter.
- 83 funds opened new iShares Gold Trust positions in Q1 2021 and 90 closed out, a net change of -7 holders.
- The largest iShares Gold Trust buyer in Q1 2021 was Northwestern Mutual Wealth Management, an estimated $118M added.
- The largest iShares Gold Trust seller in Q1 2021 was Wells Fargo, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2021.