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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 %
BCI
151
Brinker Capital Investments
Pennsylvania
$10.3M -$1.16M -35,816 -10%
OPCM
152
Osborne Partners Capital Management
California
$10.1M +$10.1M +311,114 New
APA
153
American Portfolios Advisors
New York
$10M +$1.8M +55,346 +22%
WFA
154
Wellspring Financial Advisors
Ohio
$9.96M -$1.12M -37,251 -10%
DADC
155
D.A. Davidson & Co
Montana
$9.93M +$1.06M +32,525 +12%
IIC
156
Integrated Investment Consultants
Michigan
$9.92M -$1.06M -32,513 -10%
FA
157
Faithward Advisors
Pennsylvania
$9.84M +$9.84M +302,626 New
SFP
158
Shepherd Financial Partners
Massachusetts
$9.69M -$829K -25,499 -8%
FPCM
159
Financial Partners Capital Management
New York
$9.64M +$10.6K +325 +0.1%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$9.63M -$734K -22,580 -7%
CPWM
161
Cardinal Point Wealth Management
California
$9.59M +$590K +18,153 +7%
TWM
162
TMD Wealth Management
Arizona
$9.43M +$2.9M +89,189 +44%
LCM
163
LVM Capital Management
Michigan
$9.42M -$189K -5,818 -2%
VCM
164
Vision Capital Management
Oregon
$9.34M +$534K +16,432 +6%
LG
165
Leuthold Group
Minnesota
$9.32M +$61.9K +1,904 +0.7%
ASN
166
Advisory Services Network
Georgia
$9.19M -$805K -24,745 -8%
BOS
167
Bingham Osborn & Scarborough
California
$9.12M +$1.9M +58,386 +26%
QIM
168
Quest Investment Management
Oregon
$9.09M – – –
AFS
169
Aft Forsyth & Sober
Florida
$8.97M +$6.05M +185,950 +207%
WC
170
Whitney & Co
New York
$8.92M +$276K +8,472 +3%
RCA
171
Resonant Capital Advisors
Wisconsin
$8.86M +$1.54M +47,226 +21%
VA
172
Valmark Advisers
Ohio
$8.81M +$401K +12,331 +5%
USAA
173
United Services Automobile Association
Texas
$8.72M +$8.72M +268,200 New
NPP
174
New Potomac Partners
Maryland
$8.69M -$128K -3,925 -1%
BL
175
BCWM LLC
Kansas
$8.53M +$350K +10,757 +4%
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