IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

832 hedge funds and large institutions have $14.4B invested in iShares Gold Trust in 2020 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 382 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
+56
Holders Change %
+7.22%
% of All Funds
17.1%
Holding in Top 10
113
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.65%
% of All Funds
2.32%
New
105
Increased
382
Reduced
193
Closed
42
Calls
$17.8M
Puts
$3.76M
Net Calls
+$14M
Net Calls Change
+$6.21M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$577M
2
Bank of America
Bank of America
North Carolina
$1.23B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.53B
4
Wells Fargo
Wells Fargo
California
$493M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$184M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$587M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
3
IVA
International Value Advisers
$100M
4
Charles Schwab
Charles Schwab
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.53B +$223M +6,558,351 +17%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B +$4.47M +131,659 +0.4%
Bank of America
3
Bank of America
North Carolina
$1.23B +$344M +10,133,307 +39%
Morgan Stanley
4
Morgan Stanley
New York
$791M +$64.9M +1,910,842 +9%
CSIA
5
Charles Schwab Investment Advisory
California
$587M -$246M -7,234,116 -30%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$577M +$544M +16,016,312 +1,683%
Wells Fargo
7
Wells Fargo
California
$493M +$208M +6,135,315 +73%
UBS Group
8
UBS Group
Switzerland
$383M +$84M +2,472,037 +28%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$309M -$111M -3,278,238 -26%
PCA
10
Personal Capital Advisors
California
$309M +$7.34M +215,929 +2%
Charles Schwab
11
Charles Schwab
California
$306M -$38.3M -1,128,032 -11%
BA
12
Bridgewater Associates
Connecticut
$268M +$70M +2,058,634 +35%
Ameriprise
13
Ameriprise
Minnesota
$263M +$47.5M +1,399,856 +22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$199M +$642K +18,887 +0.3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$184M +$181M +5,262,071 +7,798%
MB
16
Mizuho Bank
Japan
$153M +$153M +4,500,000 New
RJA
17
Raymond James & Associates
Florida
$128M +$14.2M +418,267 +12%
Citigroup
18
Citigroup
New York
$127M -$11.9M -349,650 -9%
LPL Financial
19
LPL Financial
California
$121M +$10.5M +308,337 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$121M +$27.1M +797,278 +29%
PCP
21
Proficio Capital Partners
Massachusetts
$111M +$41.1M +1,208,083 +58%
CTC
22
Central Trust Company
Missouri
$111M +$9.14M +268,870 +9%
IVA
23
International Value Advisers
$100M -$67.8M -1,994,073 -40%
FFA
24
First Foundation Advisors
California
$96.8M +$1.6M +46,946 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$93.4M +$21.9M +645,432 +31%
1
2 3 4 5