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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 %
BlackRock
51
BlackRock
New York
$26.6M +$4.55M +150,926 +21%
BWM
52
Baystate Wealth Management
Massachusetts
$25.1M +$25M +828,716 +17,454%
NA
53
Nottingham Advisors
New York
$24M -$4.11M -134,395 -15%
CC
54
Cadinha & Co
Hawaii
$23.7M +$383K +12,693 +2%
ECG
55
EPIQ Capital Group
California
$22.1M -$5.02M -166,510 -19%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5M -$11.3M -373,767 -34%
VIM
57
VCU Investment Management
Virginia
$21.3M +$8.9M +295,352 +72%
FCFS
58
First Command Financial Services
Texas
$21.1M -$86.4K -2,868 -0.4%
FCB
59
First Command Bank
Texas
$21.1M -$86.4K -2,868 -0.4%
JIR
60
James Investment Research
Ohio
$20.9M +$10.1M +334,501 +93%
TF
61
TIAA FSB
Florida
$20.6M +$8.68M +287,904 +73%
VM
62
VPR Management
Texas
$20M -$2.15M -71,425 -10%
TPWA
63
TRUE Private Wealth Advisors
Oregon
$19.9M +$17.1M +566,865 +606%
FSA
64
Financial Sense Advisors
California
$19.6M +$4.5M +149,273 +30%
MA
65
MUFG Americas
New York
$19.5M +$2.94M +97,648 +18%
M&T Bank
66
M&T Bank
New York
$19.3M +$4.1M +136,019 +27%
MD
67
Money Design
Japan
$19.2M -$2.34M -77,533 -11%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$19.1M -$2.53M -84,084 -12%
VCM
69
Vigilant Capital Management
Maine
$19.1M +$891K +29,559 +5%
MSWM
70
Mader & Shannon Wealth Management
Missouri
$19.1M -$203K -6,732 -1%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$18.9M -$195K -6,470 -1%
JMFC
72
J.M. Forbes & Co
Massachusetts
$18.7M +$18.7M +620,625 New
ZF
73
Zhang Financial
Michigan
$18.5M -$294K -9,678 -2%
Truist Financial
74
Truist Financial
North Carolina
$18.3M +$8.36M +277,320 +84%
ST
75
Spinnaker Trust
Maine
$18.3M +$664K +22,019 +4%
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