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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
$1.59B
3
Truist Financial
Truist Financial
North Carolina
$206M
4
Wells Fargo
Wells Fargo
California
$742M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.07B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$327M
3
UBS Group
UBS Group
Switzerland
$486M
4
Charles Schwab
Charles Schwab
California
$205M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B +$170M +4,693,827 +12%
Bank of America
2
Bank of America
North Carolina
$1.58B +$32.7M +902,809 +2%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.47B -$77.7M -2,141,955 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.07B +$75.3M +2,075,905 +8%
Morgan Stanley
5
Morgan Stanley
New York
$918M +$10.6M +293,348 +1%
Wells Fargo
6
Wells Fargo
California
$742M +$116M +3,202,281 +19%
CSIA
7
Charles Schwab Investment Advisory
California
$614M +$8.01M +220,803 +1%
UBS Group
8
UBS Group
Switzerland
$486M -$106M -2,930,263 -18%
Ameriprise
9
Ameriprise
Minnesota
$360M -$6.58M -181,572 -2%
PCA
10
Personal Capital Advisors
California
$351M +$15.7M +433,580 +5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$327M -$173M -4,770,694 -35%
BA
12
Bridgewater Associates
Connecticut
$281M -$5.66M -156,109 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$213M +$73.4M +2,023,217 +52%
Truist Financial
14
Truist Financial
North Carolina
$206M +$167M +4,595,936 +420%
Charles Schwab
15
Charles Schwab
California
$205M -$81.6M -2,251,495 -28%
APF
16
Alaska Permanent Fund
Alaska
$202M +$202M +5,568,000 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$180M -$26.1M -721,083 -13%
LPL Financial
18
LPL Financial
California
$176M +$25.8M +711,907 +17%
Citigroup
19
Citigroup
New York
$155M -$14.1M -390,060 -8%
RJA
20
Raymond James & Associates
Florida
$150M +$7.83M +215,852 +5%
PC
21
Packer & Co
Australia
$149M – – –
PCP
22
Proficio Capital Partners
Massachusetts
$132M +$2.74M +75,413 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$128M +$7.53M +202,201 +6%
Stifel Financial
24
Stifel Financial
Missouri
$119M +$14M +385,082 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$116M +$1.49M +41,017 +1%
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