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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
+$544M
2
Bank of America
Bank of America
North Carolina
+$344M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$223M
4
Wells Fargo
Wells Fargo
California
+$208M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$181M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$246M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$111M
3
IVA
International Value Advisers
-$67.8M
4
Charles Schwab
Charles Schwab
California
-$38.3M
5
MCM
Mainstay Capital Management
Michigan
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
226
One Charles Private Wealth Services
Massachusetts
$4.87M +$4.87M +143,296 New
PFS
227
Prospera Financial Services
Texas
$4.73M +$255K +7,517 +6%
HNB
228
Huntington National Bank
Ohio
$4.7M -$4.28M – –
FCIM
229
Fairview Capital Investment Management
California
$4.65M +$1.34M +39,444 +40%
RPWA
230
Regent Peak Wealth Advisors
Georgia
$4.64M +$257K +7,549 +6%
NL
231
NVWM LLC
Pennsylvania
$4.62M +$1.3M +38,177 +39%
VCM
232
Versant Capital Management
Arizona
$4.61M -$1.58M -46,399 -25%
HW
233
Hamilton Wealth
California
$4.6M +$310K +9,123 +7%
KWM
234
Kingsview Wealth Management
Oregon
$4.6M +$449K +13,207 +11%
PHS
235
Pekin Hardy Strauss
Illinois
$4.59M +$47.6K +1,402 +1%
CB
236
Commerce Bank
Missouri
$4.53M +$88.4K +2,602 +2%
CAN
237
Cetera Advisor Networks
California
$4.51M +$680K +20,018 +18%
PWM
238
Perigon Wealth Management
California
$4.5M +$45.8K +1,349 +1%
RC
239
Roundview Capital
New Jersey
$4.48M +$18.8K +554 +0.4%
AI
240
Atria Investments
North Carolina
$4.47M +$4.47M +131,448 New
CHAM
241
Clear Harbor Asset Management
Connecticut
$4.46M +$87.9K +2,587 +2%
WQ
242
Wealth Quarterback
New Jersey
$4.44M +$3.08M +90,616 +226%
TGAM
243
TBH Global Asset Management
Tennessee
$4.38M +$639K +18,794 +17%
PWS
244
Paragon Wealth Strategies
Florida
$4.37M +$4.37M +128,604 New
BFP
245
Briaud Financial Planning
Texas
$4.33M – – –
SC
246
Scotia Capital
Ontario, Canada
$4.28M +$3.49M +102,471 +442%
Bessemer Group
247
Bessemer Group
New Jersey
$4.28M -$1.46M -42,910 -25%
OC
248
Oppenheimer & Co
New York
$4.26M +$2.21M +65,048 +108%
SPFA
249
Summit Place Financial Advisors
New Jersey
$4.24M +$54.5K +1,605 +1%
MIC
250
Meridian Investment Counsel
California
$4.24M +$15.7K +462 +0.4%
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