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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
+$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 %
SC
151
Sepio Capital
Utah
$13.3M +$1.31M +36,140 +11%
EW
152
Evoke Wealth
California
$13.2M -$174K -4,794 -1%
BCI
153
Brinker Capital Investments
Pennsylvania
$12.8M -$8.65M -238,504 -40%
SB
154
Simmons Bank
Arkansas
$12.7M +$3.27M +90,049 +35%
KC
155
Kingfisher Capital
North Carolina
$12.6M +$450K +12,412 +4%
William Blair & Company
156
William Blair & Company
Illinois
$12.5M +$8.27K +228 +0.1%
IIC
157
Integrated Investment Consultants
Michigan
$12.2M +$1.14M +31,424 +10%
JFA
158
JNBA Financial Advisors
Minnesota
$12M -$58.3K -1,609 -0.5%
CF
159
Clarity Financial
Texas
$11.9M +$11.9M +327,714 New
OAM
160
Oppenheimer Asset Management
New York
$11.9M +$2.78M +76,695 +31%
SFP
161
Shepherd Financial Partners
Massachusetts
$11.7M +$11.7M +323,342 New
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$11.7M -$139K -3,836 -1%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$11.6M -$73K -2,012 -0.6%
SRC
164
Sage Rhino Capital
California
$11.3M +$78.6K +2,168 +0.7%
AWM
165
AE Wealth Management
Kansas
$11.3M +$3.46M +95,290 +44%
ASN
166
Advisory Services Network
Georgia
$11.1M -$3.59M -98,995 -24%
DAS
167
Dynamic Advisor Solutions
Arizona
$11.1M +$260K +7,167 +2%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$11M +$5.97M +164,590 +120%
FPCM
169
Financial Partners Capital Management
New York
$10.7M +$3.32M +91,568 +45%
LCM
170
LVM Capital Management
Michigan
$10.7M -$24.2K -668 -0.2%
NL
171
NKCFO LLC
Illinois
$10.7M -$6.31M -174,125 -37%
LG
172
Leuthold Group
Minnesota
$10.3M -$395K -10,886 -4%
PAG
173
Private Advisor Group
New Jersey
$10.3M +$2.94M +81,020 +40%
LIM
174
Leavell Investment Management
Alabama
$10.2M -$570K -15,713 -5%
QIM
175
Quest Investment Management
Oregon
$10.1M +$9.97K +275 +0.1%
5 6
7
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