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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 %
3AM
76
3EDGE Asset Management
Florida
$17.1M -$2.85M -94,717 -14%
Nomura Asset Management
77
Nomura Asset Management
Japan
$17M +$2.54M +84,250 +18%
CT
78
Cambridge Trust
Massachusetts
$16.7M -$374K – –
WMG
79
WESCAP Management Group
California
$16.5M +$6.16M +204,518 +60%
GMA
80
Goldstein Munger & Associates
California
$16.4M +$17.1K +566 +0.1%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$16.3M +$878K +29,131 +6%
HPWM
82
Highland Private Wealth Management
Washington
$16.1M +$363K +12,032 +2%
EWM
83
Evercore Wealth Management
New York
$15.9M +$686K +22,774 +5%
SEI Investments
84
SEI Investments
Pennsylvania
$15.3M -$1.71M -56,698 -10%
GP
85
Greenline Partners
New York
$15.3M +$15.3M +506,519 New
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$15.2M +$15.2M +504,841 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
$15.1M +$15.1M +502,200 New
MML Investors Services
88
MML Investors Services
Massachusetts
$15M +$910K +30,199 +6%
CCM
89
Covington Capital Management
California
$14.9M +$4.14M +137,392 +39%
EH
90
Equitable Holdings
New York
$14.9M -$165K -5,479 -1%
AIS
91
American Investment Services
Massachusetts
$14.8M -$2.29M -76,130 -13%
Cohen & Steers
92
Cohen & Steers
New York
$14.6M -$2.29M -75,840 -14%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$14.3M +$1.07M +35,580 +8%
LPWM
94
Lake Point Wealth Management
Texas
$14.2M -$727K -24,108 -5%
QIM
95
Quest Investment Management
Oregon
$13.5M – – –
MCG
96
MACRO Consulting Group
New Jersey
$13.5M -$3.01M -91,567 -18%
SFG
97
Sowa Financial Group
Rhode Island
$13.4M +$3.57M +118,395 +36%
NCM
98
Narwhal Capital Management
Georgia
$13.3M +$1.42M +47,237 +12%
CIM
99
Confluence Investment Management
Missouri
$13.3M +$7.07M +234,721 +114%
Goldman Sachs
100
Goldman Sachs
New York
$13.2M +$7.76M +257,482 +142%
2 3
4
5 6