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iShares Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B +$174M +5,036,019 +11%
Bank of America
2
Bank of America
North Carolina
$1.35B -$40.5M -1,171,039 -3%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$1.26B -$71.1M -2,056,601 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.19B +$78.4M +2,268,688 +7%
Morgan Stanley
5
Morgan Stanley
New York
$857M +$56.7M +1,640,376 +7%
CSIA
6
Charles Schwab Investment Advisory
California
$645M +$38.4M +1,110,143 +6%
Wells Fargo
7
Wells Fargo
California
$527M +$3.2M +92,508 +0.6%
PCA
8
Personal Capital Advisors
California
$395M +$40.4M +1,168,634 +11%
KFS
9
Kelly Financial Services
Massachusetts
$354M +$400M +11,579,591 +3,304%
UBS Group
10
UBS Group
Switzerland
$337M -$55.6M -1,607,115 -14%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$275M +$264M +7,651,503 +5,895%
Ameriprise
12
Ameriprise
Minnesota
$189M -$106M -3,064,929 -35%
APF
13
Alaska Permanent Fund
Alaska
$188M
LPL Financial
14
LPL Financial
California
$184M +$3.14M +90,841 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$183M +$17.8M +514,170 +10%
Temasek Holdings
16
Temasek Holdings
Singapore
$153M +$37.2M +1,075,000 +31%
JP Morgan Chase
17
JP Morgan Chase
New York
$153M -$49.1M -1,419,044 -24%
BA
18
Bridgewater Associates
Connecticut
$142M -$7.23M -209,289 -5%
RJA
19
Raymond James & Associates
Florida
$125M +$345K +9,972 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$122M +$18M +521,328 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$117M +$5.47M +158,244 +5%
Stifel Financial
22
Stifel Financial
Missouri
$116M +$8M +231,386 +7%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$115M +$31.7M +917,296 +39%
HighTower Advisors
24
HighTower Advisors
Illinois
$109M +$21.9M +633,668 +25%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$104M +$21.2M +612,443 +25%