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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 %
MF
1001
Montis Financial
Massachusetts
– -$274K -7,804 Closed
EWMCB
1002
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$278K -7,668 Closed
Fisher Asset Management
1003
Fisher Asset Management
Washington
– -$273K -7,520 Closed
CAM
1004
Concorde Asset Management
Michigan
– -$269K -7,436 Closed
WA
1005
WESPAC Advisors
California
– -$259K -7,153 Closed
PRS
1006
Pinkerton Retirement Specialists
Idaho
– -$254K -7,000 Closed
AAM
1007
Ameraudi Asset Management
New York
– -$250K -6,900 Closed
BJL
1008
Brighton Jones LLC
Washington
– -$240K -6,624 Closed
AW
1009
ACG Wealth
Georgia
– -$219K -6,050 Closed
SIA
1010
Soltis Investment Advisors
Utah
– -$217K -5,987 Closed
AWM
1011
Altavista Wealth Management
North Carolina
– -$215K -5,925 Closed
AFG
1012
Allegheny Financial Group
Pennsylvania
– -$198K -5,452 Closed
CGL
1013
Clarius Group LLC
Washington
– -$189K -5,216 Closed
LNWWM
1014
Laird Norton Wetherby Wealth Management
California
– -$189K -5,213 Closed
LRIA
1015
Leonard Rickey Investment Advisors
Washington
– -$182K -5,011 Closed
JFG
1016
JMG Financial Group
Illinois
– -$181K -5,000 Closed
BWA
1017
Burt Wealth Advisors
Maryland
– -$165K -4,542 Closed
FRA
1018
Front Row Advisors
California
– -$145K -4,000 Closed
NCM
1019
New Capital Management
Texas
– -$116K -3,250 Closed
FF
1020
FourThought Financial
Florida
– -$90K -2,500 Closed
SIS
1021
SVB Investment Services
Utah
– -$70K -1,918 Closed
OIM
1022
Oder Investment Management
California
– -$54K -1,500 Closed
PS
1023
Planned Solutions
California
– -$54K -1,487 Closed
SNT
1024
Security National Trust
West Virginia
– -$50K -1,391 Closed
LGA
1025
Lebenthal Global Advisors
New York
– -$35K -968 Closed
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