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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
1
Northwestern Mutual Wealth Management
Wisconsin
$1.07B
2
HF
2
HRT Financial
New York
$76.6M
3
IMC Chicago
3
IMC Chicago
Illinois
$62.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.8M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$54.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$505M
2
Truist Financial
2
Truist Financial
North Carolina
$50.4M
3
Charles Schwab
3
Charles Schwab
California
$60.8M
4
BA
4
Bridgewater Associates
Connecticut
$144M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.43B +$8.28M +254,641 +0.6%
Bank of America
2
Bank of America
North Carolina
$1.34B -$81.1M -2,492,978 -6%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.28B -$42.7M -1,314,214 -3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.07B +$112M +3,446,822 +12%
Morgan Stanley
5
Morgan Stanley
New York
$774M -$50.1M -1,541,300 -6%
CSIA
6
Charles Schwab Investment Advisory
California
$586M +$35.4M +1,088,673 +6%
Wells Fargo
7
Wells Fargo
California
$505M -$161M -4,936,165 -24%
UBS Group
8
UBS Group
Switzerland
$377M -$58.4M -1,795,361 -13%
PCA
9
Personal Capital Advisors
California
$343M +$28.5M +876,475 +9%
Ameriprise
10
Ameriprise
Minnesota
$282M -$40.6M -1,249,487 -13%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$194M -$100M -3,077,844 -34%
APF
12
Alaska Permanent Fund
Alaska
$181M – – –
LPL Financial
13
LPL Financial
California
$174M +$16.6M +509,782 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$160M -$31.3M -963,766 -16%
PC
15
Packer & Co
Australia
$152M +$18.7M +575,000 +14%
BA
16
Bridgewater Associates
Connecticut
$144M -$108M -3,321,977 -43%
Citigroup
17
Citigroup
New York
$141M +$1.97M +60,622 +1%
RJA
18
Raymond James & Associates
Florida
$120M -$15M -461,192 -11%
Temasek Holdings
19
Temasek Holdings
Singapore
$113M +$35.3M +1,084,380 +46%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$107M +$3.46M +106,284 +3%
Stifel Financial
21
Stifel Financial
Missouri
$104M -$2.43M -74,739 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$101M -$60.5M -1,859,953 -38%
FFA
23
First Foundation Advisors
California
$95.8M -$1.71M -52,443 -2%
PCP
24
Proficio Capital Partners
Massachusetts
$95.3M -$23.3M -717,493 -20%
HighTower Advisors
25
HighTower Advisors
Illinois
$84.1M -$4.49M -137,959 -5%
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