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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 %
PIMG
351
Patriot Investment Management Group
Tennessee
$2.01M -$355K -10,440 -15%
UFF
352
USA Financial Formulas
Michigan
$2.01M -$276K -8,130 -12%
OPS
353
Orion Portfolio Solutions
Nebraska
$1.99M +$1.79M +52,702 +892%
BRM
354
Boston Research & Management
Massachusetts
$1.99M -$18.6K -546 -0.9%
PS
355
Portfolio Solutions
Michigan
$1.99M +$107K +3,139 +6%
FTUS
356
Flow Traders U.S.
New York
$1.96M -$56.6K -1,667 -3%
MIAN
357
Mariner Independent Advisor Network
Kansas
$1.96M +$254K +7,513 +15%
RWA
358
RGT Wealth Advisors
Texas
$1.94M – – –
MAS
359
Madden Advisory Services
Florida
$1.92M -$658K -19,386 -26%
VanEck Associates
360
VanEck Associates
New York
$1.89M -$861K -25,331 -31%
MBT
361
Montecito Bank & Trust
California
$1.88M +$515K +15,161 +38%
PHIMC
362
Private Harbour Investment Management & Counsel
Ohio
$1.88M -$9.52K -280 -0.5%
CFGF
363
Compass Financial Group (Florida)
Florida
$1.87M +$826K +24,322 +79%
CFA
364
Camarda Financial Advisors
Florida
$1.85M +$1.85M +54,340 New
TSW
365
Thompson Siegel & Walmsley
Virginia
$1.84M – – –
BCA
366
Bay Colony Advisors
Massachusetts
$1.84M +$102K +2,988 +6%
EWM
367
Edge Wealth Management
New York
$1.79M +$1.79M +52,725 New
VWA
368
Visionary Wealth Advisors
Illinois
$1.79M +$1.05M +30,995 +144%
CG
369
Caprock Group
Idaho
$1.78M +$1.78M +52,500 New
SA
370
Sunesis Advisors
Kansas
$1.77M – – –
RFC
371
Regions Financial Corp
Alabama
$1.76M +$155K +4,571 +10%
FC
372
Ferris Capital
Massachusetts
$1.73M +$1.73M +50,788 New
DI
373
DFPG Investments
Utah
$1.7M +$1.7M +49,518 New
OWA
374
Outlook Wealth Advisors
Texas
$1.69M +$184K +5,409 +12%
PFA
375
Pettinga Financial Advisors
Indiana
$1.67M +$14.8K +435 +0.9%
13 14
15
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