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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 %
SC
401
Stratford Consulting
Texas
$839K – – –
HB
402
Homrich & Berg
Georgia
$833K – – –
FNT
403
First National Trust
Pennsylvania
$831K +$118K +3,928 +17%
Fiera Capital (Canada)
404
Fiera Capital (Canada)
Quebec, Canada
$820K – – –
JWCA
405
J.W. Coons Advisors
Ohio
$819K +$819K +27,058 New
ACP
406
Aveo Capital Partners
Colorado
$794K -$1.14M -37,812 -59%
MIM
407
Macroview Investment Management
Maryland
$790K -$194K -6,424 -20%
GTAM
408
Global Trust Asset Management
Florida
$789K -$66.2K -2,135 -8%
LWM
409
Liberty Wealth Management
California
$782K +$61.1K +2,029 +8%
AWA
410
Arete Wealth Advisors
Illinois
$775K -$185K -6,151 -19%
FHA
411
Flagship Harbor Advisors
Massachusetts
$775K +$170K +5,643 +28%
CIA
412
Choate Investment Advisors
Massachusetts
$775K +$775K +25,716 New
SW
413
SVB Wealth
Massachusetts
$772K -$188K -6,232 -20%
CF
414
Centaurus Financial
California
$767K -$73.6K -2,440 -9%
CCT
415
Country Club Trust
Missouri
$767K – – –
CA
416
Calton & Associates
Florida
$763K +$763K +25,307 New
MGIA
417
Moneta Group Investment Advisors
Missouri
$756K +$756K +25,083 New
BRWM
418
B. Riley Wealth Management
Tennessee
$747K +$747K +24,786 New
GC
419
Gibson Capital
Pennsylvania
$727K -$274K -9,166 -27%
BW
420
Bison Wealth
Georgia
$727K +$187K +6,207 +35%
TI
421
Tidal Investments
Wisconsin
$723K -$647K -21,472 -47%
BIA
422
Bigelow Investment Advisors
Maine
$719K +$39.9K +1,325 +6%
C
423
Certuity
Florida
$712K -$1.12K -37 -0.2%
TNBTD
424
Trustmark National Bank Trust Department
Mississippi
$703K -$5.12K -170 -0.7%
SC
425
Scotia Capital
Ontario, Canada
$699K -$576K -19,113 -45%
15 16
17
18 19