IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

733 hedge funds and large institutions have $9.8B invested in iShares Gold Trust in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+88
Holders Change %
+13.64%
% of All Funds
14.47%
Holding in Top 10
81
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+39.66%
% of All Funds
1.6%
New
137
Increased
258
Reduced
184
Closed
43
Calls
$2.98M
Puts
$324K
Net Calls
+$2.66M
Net Calls Change
+$100K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$981M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
3
SG Americas Securities
SG Americas Securities
New York
$44.1M
4
Stifel Financial
Stifel Financial
Missouri
$72.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$158M

Top Sellers

1
IVA
International Value Advisers
$270M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.24B
3
GLI
Guardian Life Insurance
New York
$0
4
GI
Gradient Investments
Minnesota
$998K
5
Axa
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.24B -$45.8M -1,578,319 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.04B -$1.51M -52,183 -0.1%
CSIA
3
Charles Schwab Investment Advisory
California
$981M +$96.5M +3,327,184 +11%
Bank of America
4
Bank of America
North Carolina
$572M +$24.6M +848,959 +4%
Morgan Stanley
5
Morgan Stanley
New York
$482M -$6.56M -226,339 -1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$377M +$70.8M +2,441,324 +23%
IVA
7
International Value Advisers
$270M -$52.2M -1,800,169 -16%
PCA
8
Personal Capital Advisors
California
$253M +$14.4M +495,030 +6%
UBS Group
9
UBS Group
Switzerland
$208M -$10.1M -347,311 -5%
Wells Fargo
10
Wells Fargo
California
$190M +$4.33M +149,270 +2%
BA
11
Bridgewater Associates
Connecticut
$169M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$168M +$168M +5,800,000 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$158M +$33.1M +1,139,995 +26%
Ameriprise
14
Ameriprise
Minnesota
$112M +$1.35M +46,664 +1%
Citigroup
15
Citigroup
New York
$108M +$7.12M +245,378 +7%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$87.4M -$11.1M -379,750 -11%
RJA
17
Raymond James & Associates
Florida
$83.2M +$5.11M +176,237 +7%
FI
18
FormulaFolio Investments
Michigan
$80.7M -$5.64M -194,533 -7%
CTC
19
Central Trust Company
Missouri
$77.6M +$4.28M +147,644 +6%
Stifel Financial
20
Stifel Financial
Missouri
$72.5M +$41.7M +1,437,318 +135%
FFA
21
First Foundation Advisors
California
$70.6M -$10.2M -350,425 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$68.8M +$17.3M +596,869 +34%
LPL Financial
23
LPL Financial
California
$62.9M -$9.02M -311,140 -13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$58.4M -$2.06M -70,882 -3%
AL
25
Arnhold LLC
New York
$52.4M +$10.5M +361,055 +25%
1
2 3 4 5