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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 %
Cohen & Steers
201
Cohen & Steers
New York
$8.19M +$94.3K +2,600 +1%
RCA
202
Resonant Capital Advisors
Wisconsin
$8.16M +$835K +23,032 +11%
SEI Investments
203
SEI Investments
Pennsylvania
$8.12M -$1.05K -29 -0%
TW
204
Transform Wealth
Colorado
$8.1M -$7.07M -195,049 -47%
P
205
Pitcairn
Pennsylvania
$8.09M +$8.09M +223,113 New
BOS
206
Bingham Osborn & Scarborough
California
$8.06M +$1.4M +38,533 +21%
SIC
207
Sigma Investment Counselors
Michigan
$7.88M +$4.53M +124,989 +135%
AC
208
Alexandria Capital
Virginia
$7.53M +$425K +11,733 +6%
BPA
209
Beacon Pointe Advisors
California
$7.36M +$5.3M +146,383 +259%
TWM
210
TMD Wealth Management
Arizona
$7.28M +$7.28M +200,686 New
RC
211
Roundview Capital
New Jersey
$7.25M +$35.4K +977 +0.5%
NAM
212
NTV Asset Management
West Virginia
$7.24M +$1.76M +48,575 +32%
HF
213
HRT Financial
New York
$7.04M +$1.89M +52,225 +37%
CB
214
Community Bank
New York
$6.89M -$147K -4,052 -2%
OC
215
Oppenheimer & Co
New York
$6.82M +$1.54M +42,370 +29%
VCM
216
Verger Capital Management
North Carolina
$6.8M – – –
MA
217
Mutual Advisors
Nebraska
$6.67M -$171K -4,715 -3%
GI
218
GAMCO Investors
Connecticut
$6.64M -$12.7K -350 -0.2%
CA
219
Corrado Advisors
New Jersey
$6.42M -$204K -5,614 -3%
IWP
220
Insight Wealth Partners
Texas
$6.25M +$2.11M +58,077 +51%
NAM
221
NorthCoast Asset Management
Connecticut
$6.23M -$2.51M -69,183 -29%
WAM
222
Wallington Asset Management
Indiana
$6.22M +$243K +6,690 +4%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$6.18M +$275K +7,596 +5%
HSBC Holdings
224
HSBC Holdings
United Kingdom
$6.17M +$827K +22,825 +15%
WQ
225
Wealth Quarterback
New Jersey
$5.99M +$1.25M +34,422 +26%
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