IAU icon

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
+$170M
3
Truist Financial
Truist Financial
North Carolina
+$167M
4
Wells Fargo
Wells Fargo
California
+$116M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$75.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$217M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
3
UBS Group
UBS Group
Switzerland
-$106M
4
Charles Schwab
Charles Schwab
California
-$81.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$16.5M +$531K +14,631 +3%
IA
127
IFP Advisors
Florida
$16.5M -$2.6M -71,826 -14%
BFO
128
Biltmore Family Office
North Carolina
$16.3M +$1.47M +40,479 +10%
Creative Planning
129
Creative Planning
Kansas
$16.3M +$6.25M +172,426 +62%
KFS
130
Kelly Financial Services
Massachusetts
$16M +$4.96M +136,764 +45%
KeyBank National Association
131
KeyBank National Association
Ohio
$15.7M -$1.33M -36,722 -8%
LWA
132
Lowe Wealth Advisors
Maryland
$15.6M +$570K +15,732 +4%
BL
133
BFSG LLC
California
$15.4M +$5.36M +147,775 +53%
FT
134
Fiduciary Trust
Massachusetts
$15.3M +$2.09M +57,523 +16%
SPIA
135
Steward Partners Investment Advisory
New York
$15.3M -$3.17M -87,414 -17%
TFCP
136
Twin Focus Capital Partners
Massachusetts
$15.2M +$964K +26,583 +7%
BF
137
BOK Financial
Oklahoma
$15M +$733K +20,209 +5%
MCG
138
MACRO Consulting Group
New Jersey
$14.9M +$207K +5,718 +1%
FSA
139
Financial Sense Advisors
California
$14.9M +$1.41M +38,868 +10%
AIS
140
American Investment Services
Massachusetts
$14.7M -$274K -7,568 -2%
NA
141
Nottingham Advisors
New York
$14.7M -$12.9M -355,726 -47%
RCM
142
Rain Capital Management
Oregon
$14.7M +$1.48M +40,762 +11%
GG
143
GenWealth Group
New Jersey
$13.9M +$1.24M +34,097 +10%
ARMC
144
American Research & Management Company
Massachusetts
$13.9M -$1.72M -47,388 -11%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$13.8M +$760K +20,962 +6%
TM
146
Titan Managers
Arizona
$13.7M -$184K -5,085 -1%
IVA
147
International Value Advisers
$13.7M -$42.9M -1,184,373 -76%
TCCM
148
Timber Creek Capital Management
Massachusetts
$13.7M +$161K +4,428 +1%
IFO
149
Independent Family Office
New York
$13.3M -$460K -12,700 -3%
WFA
150
Wellspring Financial Advisors
Ohio
$13.3M +$302K +8,327 +2%
4 5
6
7 8