IAU icon

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 %
HPWM
101
Highland Private Wealth Management
Washington
$19.5M +$601K +18,477 +3%
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$18.9M +$739K +22,729 +4%
GJIC
103
Gamble Jones Investment Counsel
California
$18.6M +$493K +15,167 +3%
CCG
104
Chatham Capital Group
Georgia
$18.3M +$640K +19,670 +4%
NA
105
Nottingham Advisors
New York
$18.2M +$4.95M +151,212 +37%
NCM
106
Narwhal Capital Management
Georgia
$18.1M +$1.17M +36,045 +7%
M&T Bank
107
M&T Bank
New York
$17.7M -$1.99M -61,257 -10%
CIM
108
Confluence Investment Management
Missouri
$17.6M -$2.05M -62,964 -10%
GMA
109
Goldstein Munger & Associates
California
$17.5M -$212K -6,534 -1%
SFG
110
Sowa Financial Group
Rhode Island
$17.4M +$157K +4,813 +0.9%
EH
111
Equitable Holdings
New York
$17.2M +$203K +6,229 +1%
FAT
112
First American Trust
California
$16.7M -$50.3K -1,548 -0.3%
CBT
113
Capital Bank & Trust
California
$16M -$487K -14,971 -3%
CBA
114
Coastal Bridge Advisors
Connecticut
$16M -$2.21M -67,916 -12%
FMI
115
Factory Mutual Insurance
Massachusetts
$15.8M – – –
AFA
116
AllGen Financial Advisors
Florida
$15.3M +$185K +5,684 +1%
BFO
117
Biltmore Family Office
North Carolina
$14.9M +$314K +9,662 +2%
Creative Planning
118
Creative Planning
Kansas
$14.8M +$241K +7,403 +2%
Goldman Sachs
119
Goldman Sachs
New York
$14.7M -$5.87M -180,591 -29%
BL
120
BFSG LLC
California
$14.6M +$788K +24,236 +6%
MCG
121
MACRO Consulting Group
New Jersey
$14.4M +$1.06M +32,679 +8%
Prudential Financial
122
Prudential Financial
New Jersey
$14.4M -$387K -11,886 -3%
GG
123
GenWealth Group
New Jersey
$14.3M +$1.8M +55,423 +14%
LWA
124
Lowe Wealth Advisors
Maryland
$14.2M +$163K +5,007 +1%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$13.5M +$1.1M +33,910 +9%
3 4
5
6 7