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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 %
PPW
126
Pasadena Private Wealth
California
$8.81M -$75.1K -2,392 -0.8%
FT
127
Fiduciary Trust
Massachusetts
$8.78M +$15.3K +509 +0.2%
FA
128
FDx Advisors
Illinois
$8.67M -$816K -27,059 -9%
William Blair & Company
129
William Blair & Company
Illinois
$8.63M +$32.4K +1,074 +0.4%
FAT
130
First American Trust
California
$8.4M +$306K +10,138 +4%
SRC
131
Sage Rhino Capital
California
$8.31M +$17.7K +587 +0.2%
BC
132
Brinker Capital
Pennsylvania
$8.15M +$2.6M +86,121 +47%
SC
133
Sepio Capital
Utah
$8.06M +$2.28M +73,324 +39%
BF
134
BOK Financial
Oklahoma
$8.05M +$1.56M +51,750 +24%
WIP
135
Wellesley Investment Partners
Massachusetts
$7.99M -$357K -11,840 -4%
MA
136
Modus Advisors
Minnesota
$7.95M -$12.2K -404 -0.2%
EPM
137
Elm Partners Management
Pennsylvania
$7.9M +$527K +17,500 +7%
CBT
138
Capital Bank & Trust
California
$7.84M +$246K +8,155 +3%
AA
139
Ancora Advisors
Ohio
$7.75M +$227K +7,529 +3%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$7.65M +$5.53M +183,522 +261%
NAM
141
NorthCoast Asset Management
Connecticut
$7.48M +$3.23M +107,244 +76%
NA
142
NewEdge Advisors
Louisiana
$7.47M -$1.12M -37,049 -13%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$7.47M -$1.44M -47,890 -16%
VC
144
Vicus Capital
Pennsylvania
$7.36M -$786K -26,093 -10%
SS
145
Sunbelt Securities
Texas
$7.13M +$4.18M +138,715 +142%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$7.09M +$663K +22,015 +10%
KPW
147
Kore Private Wealth
New York
$7.07M – – –
HCM
148
Howland Capital Management
Massachusetts
$7.05M +$777K +25,776 +12%
BL
149
BCWM LLC
Kansas
$6.96M -$3.11M -103,250 -31%
EW
150
Evoke Wealth
California
$6.95M -$19.4M -643,772 -74%
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