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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$21.3M +$17.2M +478,321 +425%
HPWM
102
Highland Private Wealth Management
Washington
$20.3M +$395K +10,969 +2%
EWM
103
Evercore Wealth Management
New York
$20.1M +$173K +4,814 +0.9%
GMA
104
Goldstein Munger & Associates
California
$19.6M +$16.8K +466 +0.1%
FAT
105
First American Trust
California
$19.1M +$695K +19,316 +4%
CCG
106
Chatham Capital Group
Georgia
$19.1M +$191K +5,312 +1%
CC
107
Cadinha & Co
Hawaii
$19M -$13.7M -381,207 -42%
IA
108
IFP Advisors
Florida
$18.9M +$7.37M +205,142 +64%
VFA
109
Voya Financial Advisors
Connecticut
$18.9M +$5.7M +157,428 +43%
RCM
110
Ratan Capital Management
Florida
$18.8M +$18.8M +522,400 New
EH
111
Equitable Holdings
New York
$18.6M +$270K +7,495 +1%
MGWM
112
Marks Group Wealth Management
Minnesota
$18.4M +$1.17M +32,423 +7%
SPIA
113
Steward Partners Investment Advisory
New York
$18.4M +$3.11M +86,476 +20%
GJIC
114
Gamble Jones Investment Counsel
California
$18.1M +$622K +17,292 +4%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$18.1M – – –
SFG
116
Sowa Financial Group
Rhode Island
$18.1M +$1.69M +46,972 +10%
CIM
117
Confluence Investment Management
Missouri
$17.9M +$1.94M +53,893 +12%
3AM
118
3EDGE Asset Management
Florida
$17.8M -$497K -13,810 -3%
BCM
119
Brookstone Capital Management
Illinois
$17.2M +$17.2M +479,294 New
NCM
120
Narwhal Capital Management
Georgia
$17M +$1.06M +29,354 +7%
KeyBank National Association
121
KeyBank National Association
Ohio
$16.9M +$10.7M +298,489 +174%
NL
122
NKCFO LLC
Illinois
$16.8M – – –
CBT
123
Capital Bank & Trust
California
$16.7M +$2.59M +72,011 +18%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$16.6M +$398K +11,061 +2%
Goldman Sachs
125
Goldman Sachs
New York
$16.3M +$1.62M +45,147 +11%
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