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iShares Gold Trust
IAU

Overview Fund Activity

949 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, 342 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-17
Holders Change %
-1.76%
% of All Funds
16.71%
Holding in Top 10
101
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-15.83%
% of All Funds
1.78%
New
83
Increased
353
Reduced
342
Closed
90
Calls
$6.99M
Puts
$10M
Net Calls
-$3.05M
Net Calls Change
-$13.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.07B
2
HF
HRT Financial
New York
$76.6M
3
IMC Chicago
IMC Chicago
Illinois
$62.1M
4
Citadel Advisors
Citadel Advisors
Florida
$41.8M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$54.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$505M
2
Truist Financial
Truist Financial
North Carolina
$50.4M
3
Charles Schwab
Charles Schwab
California
$60.8M
4
BA
Bridgewater Associates
Connecticut
$144M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
951
Ritholtz Wealth Management
New York
– -$35.3M -972,332 Closed
SFSG
952
Sound Financial Strategies Group
Mississippi
– -$20.2M -555,698 Closed
RCM
953
Ratan Capital Management
Florida
– -$18.9M -522,400 Closed
RCM
954
Rain Capital Management
Oregon
– -$14.7M -405,126 Closed
TM
955
Titan Managers
Arizona
– -$13.7M -378,442 Closed
SS
956
Sunbelt Securities
Texas
– -$10M -276,763 Closed
MWM
957
Moulton Wealth Management
Washington
– -$8.2M -233,183 Closed
CASB
958
Cape Ann Savings Bank
Massachusetts
– -$4.42M -122,001 Closed
MWM
959
MinichMacGregor Wealth Management
New York
– -$4.18M -115,230 Closed
CG
960
Caprock Group
Idaho
– -$2.67M -73,500 Closed
AFWM
961
AMJ Financial Wealth Management
Virginia
– -$2.38M -65,635 Closed
CCM
962
Carlson Capital Management
Minnesota
– -$1.98M -56,203 Closed
EAM
963
Eagle Asset Management
Florida
– -$1.93M -53,320 Closed
Cerity Partners
964
Cerity Partners
New York
– -$1.8M -49,561 Closed
PAG
965
Pinnacle Advisory Group
Maryland
– -$1.31M -36,068 Closed
FIG
966
FundX Investment Group
California
– -$1.11M -30,623 Closed
BL
967
Balentine LLC
Georgia
– -$1.11M -30,610 Closed
AAM
968
Augustine Asset Management
Florida
– -$1.09M -30,039 Closed
KLC
969
Knowledge Leaders Capital
Colorado
– -$1.07M -29,494 Closed
FEM
970
Fulcrum Equity Management
Texas
– -$1.04M -28,636 Closed
PWM
971
PRW Wealth Management
Massachusetts
– -$1.03M -28,300 Closed
VCM
972
Verde Capital Management
Michigan
– -$916K -25,270 Closed
AWS
973
AJ Wealth Strategies
New York
– -$840K -23,170 Closed
RIA
974
Regal Investment Advisors
Michigan
– -$800K -22,075 Closed
NVCHI
975
New Vernon Capital Holdings II
New Jersey
– -$795K -21,917 Closed
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