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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 %
HKAM
426
Horizon Kinetics Asset Management
New York
$1.09M +$1.09M +32,192 New
BEI
427
Benjamin Edwards Inc
Missouri
$1.09M -$131K -3,863 -11%
FFG
428
Ford Financial Group
California
$1.08M +$1.08M +31,771 New
WCM
429
Whitener Capital Management
North Carolina
$1.08M – – –
CA
430
Clearstead Advisors
Ohio
$1.07M +$30.9K +911 +3%
BA
431
Ballew Advisors
Mississippi
$1.07M -$2.95K -86 -0.3%
NL
432
NWAM LLC
Washington
$1.06M -$894K -26,307 -46%
CA
433
Calton & Associates
Florida
$1.03M +$166K +4,886 +19%
Millennium Management
434
Millennium Management
New York
$1.02M +$1.02M +30,104 New
PFP
435
Pinnacle Financial Partners
Tennessee
$1.02M -$249K -7,338 -20%
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$1.01M +$279K +8,202 +38%
AFP
437
Ausdal Financial Partners
Iowa
$1.01M +$737K +21,691 +272%
BIA
438
Bigelow Investment Advisors
Maine
$1.01M +$197K +5,794 +24%
RWP
439
RWA Wealth Partners
Massachusetts
$1.01M -$311K -9,162 -24%
IC
440
IEQ Capital
California
$985K +$294K +8,657 +43%
TFO
441
Tarbox Family Office
California
$982K +$382K +11,241 +64%
FIA
442
Foundations Investment Advisors
Arizona
$960K +$632K +18,646 +193%
Group One Trading
443
Group One Trading
Illinois
$959K +$959K +28,237 New
ARIS
444
Advanced Research Investment Solutions
California
$957K – – –
CCM
445
Courage Capital Management
Tennessee
$951K – – –
HB
446
Homrich & Berg
Georgia
$950K +$10.6K +312 +1%
FNT
447
First National Trust
Pennsylvania
$940K +$2.18K +64 +0.2%
AWA
448
Arete Wealth Advisors
Illinois
$940K +$66.3K +1,950 +8%
MWM
449
Modera Wealth Management
New Jersey
$934K -$48.5K -1,428 -5%
KLC
450
Knowledge Leaders Capital
Colorado
$927K +$230K +6,774 +33%
16 17
18
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