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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 %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$13.3M +$4.94M +151,837 +59%
TFCP
127
Twin Focus Capital Partners
Massachusetts
$13.3M -$393K -12,093 -3%
KWILP
128
Kiwi Wealth Investments Limited Partnership
New Zealand
$13M -$18.2M -558,211 -58%
3AM
129
3EDGE Asset Management
Florida
$13M -$2.88M -88,628 -18%
BF
130
BOK Financial
Oklahoma
$12.8M -$635K -19,520 -5%
AIS
131
American Investment Services
Massachusetts
$12.7M -$517K -15,901 -4%
VFA
132
Voya Financial Advisors
Connecticut
$12.6M -$7.52M -234,759 -37%
SRC
133
Sage Rhino Capital
California
$12.6M +$2.46M +75,656 +24%
William Blair & Company
134
William Blair & Company
Illinois
$12.5M +$1.3M +39,907 +12%
ARMC
135
American Research & Management Company
Massachusetts
$12.4M -$37.7K -1,160 -0.3%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$12.4M +$3.89M +119,511 +45%
KAS
137
Kestra Advisory Services
Texas
$12.4M -$3.23M -99,451 -21%
BPA
138
Beacon Pointe Advisors
California
$12.2M +$5.64M +173,556 +85%
TCCM
139
Timber Creek Capital Management
Massachusetts
$12.2M -$58K -1,785 -0.5%
IFO
140
Independent Family Office
New York
$12.1M +$130K +3,985 +1%
KFP
141
KB Financial Partners
New Jersey
$11.9M +$11.9M +367,328 New
KC
142
Kingfisher Capital
North Carolina
$11.8M +$567K +17,435 +5%
SC
143
Sepio Capital
Utah
$11.8M -$88.2K -2,713 -0.7%
TPWA
144
TRUE Private Wealth Advisors
Oregon
$11.7M -$34.4M -1,056,597 -75%
FT
145
Fiduciary Trust
Massachusetts
$11.7M -$2.06M -63,467 -15%
KFS
146
Kelly Financial Services
Massachusetts
$11.4M -$2.98M -91,592 -21%
OAM
147
Oppenheimer Asset Management
New York
$11.2M +$540K +16,619 +5%
SB
148
Simmons Bank
Arkansas
$10.8M -$577K -17,750 -5%
AWM
149
AE Wealth Management
Kansas
$10.8M +$610K +18,757 +6%
JFA
150
JNBA Financial Advisors
Minnesota
$10.4M -$340K -10,446 -3%
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