iShares Gold Trust
969 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, 375 increasing their positions, 260 reducing their positions, and 57 closing their positions.
188% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 57
44% more repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 260
39% more call options, than puts
Call options by funds: $36.4M | Put options by funds: $26.3M
10% more funds holding
Funds holding: 877 → 969 (+92)
2% more capital invested
Capital invested by funds: $17.4B → $17.7B (+$366M)
0% more ownership
Funds ownership: 27.63% → 27.63% (+0%)
2% less funds holding in top 10
Funds holding in top 10: 124 → 122 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$199M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$168M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$164M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$115M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$74.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$217M |
| 2 |
JP Morgan Chase
New York
|
-$171M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$105M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$80.6M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$76.7M |
IAU Hedge Fund Activity: Q4 2020 in Review
969 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2020, worth a combined $17.7B — up 2.1% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new IAU positions and 57 closed out — a net gain of 107 holders — while 375 added to existing stakes and 260 trimmed.
The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $199M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $217M sold.
- 969 institutional investors held iShares Gold Trust (IAU) as of Q4 2020, up from 877 in Q3 2020.
- Funds reported $17.7B of iShares Gold Trust stock for Q4 2020, up 2.1% quarter-over-quarter.
- 164 funds opened new iShares Gold Trust positions in Q4 2020 and 57 closed out, a net change of +107 holders.
- The largest iShares Gold Trust buyer in Q4 2020 was Alaska Permanent Fund, an estimated $199M added.
- The largest iShares Gold Trust seller in Q4 2020 was D.E. Shaw & Co, an estimated $217M sold.
Based on aggregated 13F filings for Q4 2020.