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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 %
Wolverine Trading
251
Wolverine Trading
Illinois
$2.95M +$2.95M +95,258 New
SBH
252
Segall Bryant & Hamill
Illinois
$2.95M -$37.7K -1,250 -1%
FCIM
253
Fairview Capital Investment Management
California
$2.94M +$324K +10,744 +12%
ICM
254
Intrepid Capital Management
Florida
$2.91M +$658K +21,820 +29%
WA
255
Wealth Alliance
New York
$2.9M +$305K +10,116 +12%
AF
256
Advisornet Financial
Minnesota
$2.89M -$46.2K -1,533 -2%
OAM
257
Oppenheimer Asset Management
New York
$2.86M +$383K +12,723 +15%
WFG
258
Wills Financial Group
Virginia
$2.83M – – –
CA
259
Cambridge Associates
Massachusetts
$2.82M – – –
FAAS
260
First Allied Advisory Services
California
$2.79M +$1.24M +41,086 +80%
GAM
261
Gould Asset Management
California
$2.79M -$33K -1,095 -1%
SFS
262
Sowell Financial Services
Arkansas
$2.73M -$885K -29,377 -25%
EDRH
263
Edmond de Rothschild Holding
Switzerland
$2.72M -$359K -11,901 -12%
IIA
264
IPG Investment Advisors
California
$2.71M +$721K +23,911 +36%
GFPC
265
Global Financial Private Capital
Florida
$2.7M +$54.6K +1,811 +2%
US Bancorp
266
US Bancorp
Minnesota
$2.69M +$1.03M +34,131 +62%
FAIM
267
Financial Advocates Investment Management
Washington
$2.6M +$535K +17,764 +26%
HIM
268
HawsGoodwin Investment Management
Tennessee
$2.6M -$2.07M -68,586 -44%
WC
269
Weil Company
California
$2.59M +$134K +4,460 +5%
EWM
270
Executive Wealth Management
Michigan
$2.57M +$1.85M +61,292 +255%
AIP
271
Ahrens Investment Partners
Louisiana
$2.53M +$795K +26,380 +46%
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$2.51M +$2.21M +73,239 +728%
GI
273
Glovista Investments
New Jersey
$2.49M +$333K +10,842 +15%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$2.47M +$2.47M +81,906 New
SW
275
SlateStone Wealth
Florida
$2.45M +$2.45M +81,336 New
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