IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

776 hedge funds and large institutions have $10.8B invested in iShares Gold Trust in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 307 increasing their positions, 204 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+43
Holders Change %
+5.87%
% of All Funds
17.14%
Holding in Top 10
104
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+28.4%
% of All Funds
2.3%
New
112
Increased
307
Reduced
204
Closed
57
Calls
$10.4M
Puts
$2.57M
Net Calls
+$7.81M
Net Calls Change
+$5.15M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$305M
2
Bank of America
Bank of America
North Carolina
+$191M
3
Morgan Stanley
Morgan Stanley
New York
+$143M
4
Ameriprise
Ameriprise
Minnesota
+$74.8M
5
Wells Fargo
Wells Fargo
California
+$55.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$281M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$168M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$133M
4
IVA
International Value Advisers
-$131M
5
FI
FormulaFolio Investments
Michigan
-$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
301
USA Financial Formulas
Michigan
$2.02M +$2.02M +67,138 New
WTC
302
WhitTier Trust Company
Nevada
$2.01M -$90.4K -3,000 -4%
QAM
303
Q3 Asset Management
Michigan
$2M +$2M +66,426 New
AWM
304
Avior Wealth Management
Nebraska
$1.99M -$270K -8,969 -12%
CWM
305
Centric Wealth Management
Illinois
$1.94M -$152K -5,312 -7%
F
306
Filament
Washington
$1.93M – – –
SMC
307
Smith, Moore & Co
Missouri
$1.92M -$22.6K -750 -1%
CG
308
Colony Group
Massachusetts
$1.87M +$3.71K +123 +0.2%
DL
309
DOHJ LLC
Washington
$1.86M -$10.2K -338 -0.5%
HIM
310
Hanlon Investment Management
New Jersey
$1.86M +$1.86M +61,710 New
M
311
MOTCO
Texas
$1.86M +$32.1K +1,066 +2%
OC
312
Oppenheimer & Co
New York
$1.81M +$217K +7,214 +14%
LWS
313
Lucia Wealth Services
California
$1.79M -$2.62M -86,846 -59%
FTUS
314
Flow Traders U.S.
New York
$1.79M -$3.59M -119,202 -67%
BRM
315
Boston Research & Management
Massachusetts
$1.78M -$24.1K -800 -1%
CS
316
Comerica Securities
Michigan
$1.75M -$130K -4,325 -7%
VCM
317
Verde Capital Management
Michigan
$1.73M -$1.39M -46,184 -45%
RWA
318
RGT Wealth Advisors
Texas
$1.72M – – –
AA
319
Alesco Advisors
New York
$1.71M -$152K -5,055 -8%
LNC
320
Lincoln National Corp
Pennsylvania
$1.68M -$827K -27,431 -33%
PHIMC
321
Private Harbour Investment Management & Counsel
Ohio
$1.68M +$1.29M +42,873 +337%
PS
322
Portfolio Solutions
Michigan
$1.67M -$1.89M -62,809 -53%
VAM
323
Verity Asset Management
North Carolina
$1.66M +$643K +21,272 +63%
TSW
324
Thompson Siegel & Walmsley
Virginia
$1.64M – – –
TPCW
325
TD Private Client Wealth
New York
$1.61M +$1.61M +53,341 New
11 12
13
14 15