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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 %
OFW
276
Omnia Family Wealth
Florida
$3.52M -$7.88K -232 -0.2%
FAIM
277
Financial Advocates Investment Management
Washington
$3.47M +$543K +15,964 +19%
PHAM
278
Palisades Hudson Asset Management
Florida
$3.47M – – –
AF
279
Advisornet Financial
Minnesota
$3.45M +$192K +5,646 +6%
RCA
280
Resonant Capital Advisors
Wisconsin
$3.43M +$3.12M +91,875 +1,030%
CWM
281
Centric Wealth Management
Illinois
$3.4M +$1.11M +32,660 +48%
DA
282
DCF Advisers
Connecticut
$3.4M – – –
PPA
283
Parametric Portfolio Associates
Washington
$3.38M +$3.12M +91,877 +1,220%
SBH
284
Segall Bryant & Hamill
Illinois
$3.35M +$28K +825 +0.8%
WA
285
Wealth Alliance
New York
$3.31M +$37.1K +1,093 +1%
AFWM
286
AMJ Financial Wealth Management
Virginia
$3.31M -$79.1K -2,329 -2%
VC
287
Vicus Capital
Pennsylvania
$3.29M -$5.01M -147,528 -60%
WF
288
Welch & Forbes
Massachusetts
$3.27M -$119K -3,505 -4%
WFG
289
Wills Financial Group
Virginia
$3.27M +$72.2K +2,125 +2%
IWP
290
Insight Wealth Partners
Texas
$3.26M +$622K +18,319 +24%
EDRH
291
Edmond de Rothschild Holding
Switzerland
$3.22M +$155K +4,546 +5%
AIP
292
Ahrens Investment Partners
Louisiana
$3.2M +$352K +10,373 +12%
CAS
293
Cascadia Advisory Services
Oregon
$3.13M +$3.13M +92,137 New
PP
294
Prudential plc
United Kingdom
$3.12M +$2.63M +77,360 +539%
EC
295
Estate Counselors
Wisconsin
$3.12M -$476K -14,025 -13%
BL
296
Balentine LLC
Georgia
$3.11M +$3.11M +91,535 New
FAAS
297
First Allied Advisory Services
California
$3.09M -$61K -1,796 -2%
IIA
298
IPG Investment Advisors
California
$3.06M – – –
BHWA
299
Beacon Harbor Wealth Advisors
Virginia
$3.06M +$3.06M +89,989 New
MAFM
300
Mid Atlantic Financial Management
Pennsylvania
$3.04M +$379K +11,165 +14%
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