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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 %
FANJ
1001
Financial Architects (New Jersey)
New Jersey
– -$237K -6,591 Closed
PVH
1002
Psagot Value Holdings
Israel
– -$234K -6,500 Closed
FFN
1003
Focus Financial Network
Minnesota
– -$206K -5,713 Closed
EFSCE
1004
Enterprise Financial Services Corp (EFSC)
Missouri
– -$200K -5,558 Closed
BO
1005
BRR OpCo
Ohio
– -$195K -5,427 Closed
Members Trust
1006
Members Trust
Florida
– -$193K -5,377 Closed
BMCM
1007
Bryn Mawr Capital Management
Pennsylvania
– -$189K -5,264 Closed
TCM
1008
Telos Capital Management
California
– -$183K -5,086 Closed
FFA
1009
Founders Financial Alliance
North Carolina
– -$159K -4,454 Closed
CSPIA
1010
Cary Street Partners Investment Advisory
Virginia
– -$119K -3,314 Closed
UOTTAIMCU
1011
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$115K -3,200 Closed
JWM
1012
Jeppson Wealth Management
California
– -$68K -1,900 Closed
CPW
1013
Catalyst Private Wealth
California
– -$61K -1,694 Closed
PCWA
1014
Pacific Capital Wealth Advisors
California
– -$52K -1,432 Closed
WCG
1015
Weaver Consulting Group
California
– -$46K -1,286 Closed
AIP
1016
Ameritas Investment Partners
Nebraska
– -$30K -854 Closed
JSC
1017
Jackson Square Capital
California
– -$21K -576 Closed
CCM
1018
Chiron Capital Management
Florida
– -$18K -500 Closed
PFWA
1019
Paces Ferry Wealth Advisors
Georgia
– -$17K -464 Closed
T2I
1020
Turim 21 Investimentos
Brazil
– -$17K -462 Closed
DI
1021
Disciplined Investments
Oklahoma
– -$13K -368 Closed
BCM
1022
Birch Capital Management
Texas
– -$10K -272 Closed
BC
1023
Barnett & Company
Tennessee
– -$5K -150 Closed
VRM
1024
Vectors Research Management
New York
– -$4K -104 Closed
BWL
1025
Bogart Wealth LLC
Virginia
– -$1K -40 Closed
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