IAU icon

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 %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.54B -$79.1M -2,199,468 -5%
Bank of America
2
Bank of America
North Carolina
$1.54B +$232M +6,456,791 +18%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.41B +$60.9M +1,691,635 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$989M +$378M +10,518,084 +62%
Morgan Stanley
5
Morgan Stanley
New York
$901M +$62.8M +1,744,841 +7%
Wells Fargo
6
Wells Fargo
California
$621M +$99.3M +2,759,517 +19%
CSIA
7
Charles Schwab Investment Advisory
California
$601M -$19.9M -552,342 -3%
UBS Group
8
UBS Group
Switzerland
$587M +$182M +5,062,452 +45%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$500M +$170M +4,694,923 +52%
Ameriprise
10
Ameriprise
Minnesota
$363M +$84.8M +2,360,436 +30%
PCA
11
Personal Capital Advisors
California
$333M +$5.52M +153,318 +2%
Charles Schwab
12
Charles Schwab
California
$285M -$39.2M -1,090,625 -12%
BA
13
Bridgewater Associates
Connecticut
$284M – – –
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$217M +$217M +6,019,847 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$204M -$6.1M -169,601 -3%
Citigroup
16
Citigroup
New York
$168M +$33.3M +924,790 +25%
LPL Financial
17
LPL Financial
California
$149M +$20.8M +577,451 +16%
PC
18
Packer & Co
Australia
$148M +$148M +4,110,100 New
RJA
19
Raymond James & Associates
Florida
$141M +$5.38M +149,615 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$139M +$11.1M +309,331 +9%
PCP
21
Proficio Capital Partners
Massachusetts
$130M +$10.8M +296,827 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$125M +$26.4M +733,143 +27%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$118M +$16.7M +458,044 +16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$114M +$16.1M +447,228 +17%
FFA
25
First Foundation Advisors
California
$106M +$3.73M +103,695 +4%
1
2 3 4 5