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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 %
SS
176
Sunbelt Securities
Texas
$10M +$953K +26,281 +10%
CPWM
177
Cardinal Point Wealth Management
California
$10M +$10M +276,659 New
AA
178
Ancora Advisors
Ohio
$10M -$141K -3,900 -1%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$9.91M -$1.33M -36,795 -12%
DADC
180
D.A. Davidson & Co
Montana
$9.89M -$1.14M -31,443 -10%
GI
181
Glovista Investments
New Jersey
$9.89M +$2.97M +82,427 +43%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$9.88M -$3.17M -87,331 -24%
CAM
183
Cresset Asset Management
Illinois
$9.88M -$165K -4,558 -2%
NPP
184
New Potomac Partners
Maryland
$9.84M -$40.7K -1,123 -0.4%
VCM
185
Vision Capital Management
Oregon
$9.82M +$1.11M +30,693 +13%
SS
186
Simplicity Solutions
Minnesota
$9.75M +$4.83M +133,309 +98%
MA
187
Modus Advisors
Minnesota
$9.63M +$658K +18,152 +7%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$9.53M +$3.84M +105,812 +67%
WC
189
Whitney & Co
New York
$9.39M +$1.03M +29,172 +12%
VA
190
Valmark Advisers
Ohio
$9.38M +$856K +23,599 +10%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$9.35M +$878K +24,228 +10%
FHC
192
First Horizon Corporation
Tennessee
$9.21M -$57.3K -1,581 -0.6%
APA
193
American Portfolios Advisors
New York
$9.15M +$910K +25,105 +11%
BL
194
BCWM LLC
Kansas
$9.13M +$332K +9,156 +4%
LCAM
195
London & Capital Asset Management
United Kingdom
$8.87M -$1.09M -30,132 -11%
SWP
196
Stratos Wealth Partners
Ohio
$8.58M -$494K -13,614 -5%
HCM
197
Howland Capital Management
Massachusetts
$8.5M +$757K +20,879 +10%
SIAG
198
Signet Investment Advisory Group
Rhode Island
$8.38M +$8.38M +231,180 New
MWA
199
Meridian Wealth Advisors
Texas
$8.29M +$1.26M +34,690 +18%
MWM
200
Moulton Wealth Management
Washington
$8.2M -$648K -18,441 -7%
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