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iShares Gold Trust
IAU

Overview Fund Activity

874 hedge funds and large institutions have $17.4B invested in iShares Gold Trust in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 415 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+42
Holders Change %
+5.05%
% of All Funds
17.68%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.47%
New
94
Increased
415
Reduced
198
Closed
42
Calls
$34M
Puts
$25.4M
Net Calls
+$8.66M
Net Calls Change
-$5.36M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$989M
2
Bank of America
Bank of America
North Carolina
$1.54B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$217M
4
UBS Group
UBS Group
Switzerland
$587M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$500M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.77M
2
MB
Mizuho Bank
Japan
$54M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.54B
4
IVA
International Value Advisers
$56.2M
5
Charles Schwab
Charles Schwab
California
$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
51
J.M. Forbes & Co
Massachusetts
$46.9M +$2.24M +62,362 +5%
GP
52
Greenline Partners
New York
$46.5M +$19.4M +538,135 +71%
MD
53
Money Design
Japan
$46.2M +$13.6M +377,211 +42%
HighTower Advisors
54
HighTower Advisors
Illinois
$45M +$6.09M +169,221 +16%
RBA
55
Richard Bernstein Advisors
New York
$44.8M +$526K +14,631 +1%
TF
56
TIAA FSB
Florida
$43.8M +$12.7M +352,481 +41%
MCM
57
Mainstay Capital Management
Michigan
$41.6M +$24.2M +672,963 +140%
Truist Financial
58
Truist Financial
North Carolina
$39.4M +$8.84M +245,793 +29%
Asset Management One
59
Asset Management One
Japan
$38.3M +$510K +14,184 +1%
CAAS
60
Capital Asset Advisory Services
Michigan
$37.2M -$511K -14,193 -1%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$36.6M +$4.1M +113,950 +13%
HNB
62
Huntington National Bank
Ohio
$35.8M -$4.7M – –
MA
63
MUFG Americas
New York
$34.5M +$4.61M +128,252 +15%
STA
64
Summit Trail Advisors
New York
$33.5M +$33.1M +923,967 +8,236%
MSL
65
Mackay Shields LLC
New York
$33.4M – – –
BIAS
66
Beacon Investment Advisory Services
New Jersey
$33.3M +$753K +20,924 +2%
RWM
67
Ritholtz Wealth Management
New York
$33.2M +$5.12M +142,321 +18%
KWILP
68
Kiwi Wealth Investments Limited Partnership
New Zealand
$32.4M – – –
CCM
69
Covington Capital Management
California
$31.8M +$10.7M +297,597 +51%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$31.3M +$5.57M +154,751 +22%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$30.3M +$2.99M +83,179 +11%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.3M +$2.84M +78,983 +11%
PPA
73
Parametric Portfolio Associates
Washington
$29.1M +$25.6M +710,211 +714%
PL
74
Perpetual Ltd
Australia
$28.7M +$28.7M +799,000 New
BOPW
75
Brandywine Oak Private Wealth
Pennsylvania
$28.7M +$3.24M +90,034 +13%
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