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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
$1.59B
3
Truist Financial
Truist Financial
North Carolina
$206M
4
Wells Fargo
Wells Fargo
California
$742M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.07B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$327M
3
UBS Group
UBS Group
Switzerland
$486M
4
Charles Schwab
Charles Schwab
California
$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Tanglewood Wealth Management
Texas
$27.6M +$1.5M +41,382 +6%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$27.5M -$230K -6,481 -0.8%
FI
78
FormulaFolio Investments
Michigan
$27M +$14.7M +404,970 +119%
WMG
79
WESCAP Management Group
California
$25.7M -$833K -22,974 -3%
VM
80
VPR Management
Texas
$25.2M +$1.16M +32,000 +5%
VCM
81
Vigilant Capital Management
Maine
$25.2M +$917K +25,291 +4%
RBA
82
Richard Bernstein Advisors
New York
$25M -$20.2M -555,826 -45%
MSWM
83
Mader & Shannon Wealth Management
Missouri
$24.3M +$167K +4,598 +0.7%
ECG
84
EPIQ Capital Group
California
$23.6M +$33K +910 +0.1%
EAMA
85
EFG Asset Management (Americas)
Florida
$23.5M +$129K +3,502 +0.6%
PI
86
Parkside Investments
Illinois
$23.3M +$1.68M +46,300 +8%
FCFS
87
First Command Financial Services
Texas
$23.3M +$614K +16,929 +3%
FCB
88
First Command Bank
Texas
$23.3M +$614K +16,929 +3%
CT
89
Cambridge Trust
Massachusetts
$22.9M -$22.6M – –
Goldman Sachs
90
Goldman Sachs
New York
$22.9M +$6.45M +177,885 +39%
VFA
91
Voya Financial Advisors
Connecticut
$22.7M +$3.9M +108,128 +21%
BCM
92
Bourgeon Capital Management
Connecticut
$22.3M +$9.38M +258,741 +73%
ST
93
Spinnaker Trust
Maine
$22.2M +$232K +6,388 +1%
M&T Bank
94
M&T Bank
New York
$22M -$865K -23,843 -4%
CIM
95
Confluence Investment Management
Missouri
$21.9M +$3.86M +106,395 +21%
HPWM
96
Highland Private Wealth Management
Washington
$21M +$640K +17,647 +3%
CCM
97
Covington Capital Management
California
$21M -$11M -304,584 -34%
EWM
98
Evercore Wealth Management
New York
$20.9M +$609K +16,789 +3%
WAS
99
WESPAC Advisors SoCal
California
$20.7M +$6.44M +177,737 +45%
FA
100
FDx Advisors
Illinois
$20.6M -$1.4M -38,683 -6%
2 3
4
5 6