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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 %
MGWM
101
Marks Group Wealth Management
Minnesota
$20.4M +$1.8M +49,597 +10%
CBA
102
Coastal Bridge Advisors
Connecticut
$20.3M +$6.5M +179,386 +47%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$20.3M +$20M +550,520 +6,429%
GJIC
104
Gamble Jones Investment Counsel
California
$20.2M +$2.02M +55,757 +11%
SFSG
105
Sound Financial Strategies Group
Mississippi
$20.2M +$20.2M +555,698 New
GMA
106
Goldstein Munger & Associates
California
$19.8M +$10.6K +291 +0.1%
BBVA
107
Banco Bilbao Vizcaya Argentaria
Spain
$19.8M +$17.3M +476,617 +691%
LFA
108
Legend Financial Advisors
Pennsylvania
$19.8M -$1.98M -54,691 -9%
CCG
109
Chatham Capital Group
Georgia
$19.7M +$534K +14,725 +3%
BCM
110
Brookstone Capital Management
Illinois
$19.2M +$1.87M +51,564 +11%
SFG
111
Sowa Financial Group
Rhode Island
$19.2M +$1M +27,640 +6%
CC
112
Cadinha & Co
Hawaii
$19.1M -$12.9K -356 -0.1%
RCM
113
Ratan Capital Management
Florida
$18.9M – – –
EH
114
Equitable Holdings
New York
$18.9M +$167K +4,594 +0.9%
NCM
115
Narwhal Capital Management
Georgia
$18.8M +$1.65M +45,514 +10%
FAT
116
First American Trust
California
$18.6M -$597K -16,458 -3%
CBT
117
Capital Bank & Trust
California
$18.4M +$1.6M +44,130 +10%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$18.2M – – –
Bank Julius Baer & Co
119
Bank Julius Baer & Co
Switzerland
$18M +$1.32M +36,505 +8%
3AM
120
3EDGE Asset Management
Florida
$17.7M -$235K -6,491 -1%
CS
121
Credit Suisse
Switzerland
$17.6M +$10.5M +290,363 +149%
FMI
122
Factory Mutual Insurance
Massachusetts
$17.6M +$17.6M +485,000 New
KAS
123
Kestra Advisory Services
Texas
$17.3M +$5.4M +149,607 +45%
AFA
124
AllGen Financial Advisors
Florida
$16.9M +$16.9M +465,413 New
KPW
125
Kore Private Wealth
New York
$16.5M +$425K +11,719 +3%
3 4
5
6 7