IAU icon

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 %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.16B -$133M -4,397,961 -10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.12B +$46.4M +1,538,150 +4%
Bank of America
3
Bank of America
North Carolina
$786M +$191M +6,348,108 +32%
CSIA
4
Charles Schwab Investment Advisory
California
$738M -$281M -9,320,612 -28%
Morgan Stanley
5
Morgan Stanley
New York
$644M +$143M +4,759,204 +29%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$373M -$18.1M -599,486 -5%
Charles Schwab
7
Charles Schwab
California
$305M +$305M +10,127,594 New
PCA
8
Personal Capital Advisors
California
$268M +$4.25M +140,517 +2%
UBS Group
9
UBS Group
Switzerland
$265M +$48.2M +1,600,852 +22%
Wells Fargo
10
Wells Fargo
California
$252M +$55.1M +1,829,100 +28%
Ameriprise
11
Ameriprise
Minnesota
$191M +$74.8M +2,484,605 +64%
BA
12
Bridgewater Associates
Connecticut
$176M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$176M +$11.1M +366,659 +7%
IVA
14
International Value Advisers
$149M -$131M -4,356,634 -47%
Citigroup
15
Citigroup
New York
$123M +$11.2M +372,714 +10%
RJA
16
Raymond James & Associates
Florida
$101M +$14.9M +493,003 +17%
LPL Financial
17
LPL Financial
California
$98.2M +$32.8M +1,088,682 +50%
CTC
18
Central Trust Company
Missouri
$90M +$9.42M +312,649 +12%
FFA
19
First Foundation Advisors
California
$84.4M +$11.1M +367,617 +15%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$84.1M -$6.79M -224,256 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$83.1M +$11.6M +384,268 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$73.1M +$12.3M +409,546 +20%
Stifel Financial
23
Stifel Financial
Missouri
$69.9M -$5.43M -180,181 -7%
PCP
24
Proficio Capital Partners
Massachusetts
$65.8M +$27M +849,030 +70%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$63.4M +$10.4M +344,083 +20%
1
2 3 4 5