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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 %
WC
251
Weil Company
California
$4.21M +$1.29M +38,074 +44%
COPPSERS
252
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.17M +$1.7M +50,000 +69%
AAP
253
Arax Advisory Partners
Colorado
$4.14M -$5.54K -163 -0.1%
MWM
254
Maltin Wealth Management
New Jersey
$4.1M +$547K +16,108 +15%
AWM
255
AE Wealth Management
Kansas
$4.1M +$501K +14,735 +14%
GC
256
Gruss & Co
Florida
$4.08M -$170K -5,000 -4%
HFM
257
Harvest Fund Management
China
$4.01M -$60.3K -1,781 -1%
ACP
258
Aveo Capital Partners
Colorado
$3.93M +$3.04M +89,414 +339%
PWP
259
Personal Wealth Partners
Minnesota
$3.92M +$424K +12,464 +12%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$3.92M -$442K -13,000 -10%
SFS
261
Sowell Financial Services
Arkansas
$3.9M +$826K +24,319 +27%
AIM
262
Alhambra Investment Management
Florida
$3.9M +$199K +5,850 +5%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$3.9M +$2.19M +64,330 +128%
MWM
264
Moulton Wealth Management
Washington
$3.88M +$48.6K +1,432 +1%
BCI
265
Brinker Capital Investments
Pennsylvania
$3.82M – – –
MWM
266
Merriman Wealth Management
Washington
$3.79M +$1.25M +36,904 +50%
Barclays
267
Barclays
United Kingdom
$3.78M +$2.48M +73,044 +192%
ZCM
268
Ziegler Capital Management
Illinois
$3.76M – – –
SPA
269
Sentinel Pension Advisors
Massachusetts
$3.73M +$1.37M +40,402 +58%
RFO
270
RiverGlades Family Offices
Florida
$3.64M +$54.5K +1,605 +2%
NC
271
NewSquare Capital
Pennsylvania
$3.63M -$94.5K -2,782 -3%
PAMU
272
Pictet Asset Management (UK)
United Kingdom
$3.6M -$184K -5,415 -5%
VHAM
273
Van Hulzen Asset Management
California
$3.6M -$541K -15,907 -13%
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$3.54M +$704K +20,724 +25%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$3.53M – – –
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