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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 %
BHWA
976
Beacon Harbor Wealth Advisors
Virginia
– -$12.4M -343,430 Closed
OCPWS
977
One Charles Private Wealth Services
Massachusetts
– -$6.39M -177,450 Closed
HIM
978
Hanlon Investment Management
New Jersey
– -$4.36M -121,233 Closed
PHAM
979
Palisades Hudson Asset Management
Florida
– -$3.67M -102,097 Closed
DT
980
Daniels + Tansey
Delaware
– -$2.6M -72,183 Closed
TSS
981
Two Sigma Securities
New York
– -$2.5M -69,374 Closed
CWM
982
Centric Wealth Management
Illinois
– -$1.94M -67,521 Closed
PS
983
Portfolio Solutions
Michigan
– -$2.41M -66,910 Closed
EWM
984
Edge Wealth Management
New York
– -$1.82M -50,510 Closed
QAM
985
Q3 Asset Management
Michigan
– -$1.74M -48,413 Closed
OMC
986
Old Mission Capital
Illinois
– -$790K -21,964 Closed
RWB
987
RMR Wealth Builders
New Jersey
– -$655K -18,213 Closed
TPA
988
Trivium Point Advisory
Connecticut
– -$646K -17,958 Closed
CRCM
989
Corbett Road Capital Management
Virginia
– -$557K -15,472 Closed
UFF
990
USA Financial Formulas
Michigan
– -$534K -14,841 Closed
EF
991
Empirical Finance
Pennsylvania
– -$469K -13,029 Closed
SG Americas Securities
992
SG Americas Securities
New York
– -$442K -12,295 Closed
DBRC
993
D.B. Root & Company
Pennsylvania
– -$441K -12,273 Closed
WAMC
994
Western Asset Management Company
California
– -$430K -11,925 Closed
MFW
995
Mosaic Family Wealth
Missouri
– -$404K -11,240 Closed
LP
996
LGL Partners
Pennsylvania
– -$365K -10,150 Closed
FWM
997
FFT Wealth Management
Pennsylvania
– -$360K -10,000 Closed
B
998
Bellecapital
Switzerland
– -$268K -7,450 Closed
NRS
999
Neville Rodie & Shaw
New York
– -$257K -7,150 Closed
NP
1000
NorthRock Partners
Minnesota
– -$248K -6,899 Closed
38 39
40
41 42