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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 %
IAA
451
Ironsides Asset Advisors
North Carolina
$567K – – –
LP
452
LGL Partners
Pennsylvania
$567K +$256K +8,500 +83%
FHB
453
First Hawaiian Bank
Hawaii
$563K +$28.6K +949 +5%
HC
454
Hamilton Capital
Ohio
$562K – – –
BAS
455
Brown Advisory Securities
Maryland
$560K – – –
KA
456
Kovack Advisors
Florida
$555K -$321K -10,657 -37%
NPF
457
Norris Perne & French
Michigan
$554K -$20.7K -688 -4%
TPA
458
Trivium Point Advisory
Connecticut
$549K +$549K +17,493 New
FHC
459
First Heartland Consultants
Missouri
$539K +$76K +2,520 +16%
BCP
460
Berkeley Capital Partners
Georgia
$539K +$539K +17,871 New
NFG
461
Nations Financial Group
Iowa
$535K -$6.44K -214 -1%
IA
462
IndexIQ Advisors
New York
$535K +$535K +17,763 New
TFO
463
Tarbox Family Office
California
$532K +$13K +432 +3%
WC
464
Waterloo Capital
Texas
$529K +$529K +17,561 New
PA
465
Parallel Advisors
California
$526K +$6.59K +219 +1%
CFG
466
Citizens Financial Group
Rhode Island
$523K -$77.2K -2,560 -13%
LWAC
467
Laurel Wealth Advisors (California)
California
$523K +$964 +32 +0.2%
SCI
468
S&CO Inc
Massachusetts
$518K – – –
PWM
469
PBMares Wealth Management
Virginia
$514K +$277K +9,180 +116%
AAM
470
Aureus Asset Management
Massachusetts
$510K – – –
PWP
471
Principle Wealth Partners
Connecticut
$510K +$27.9K +927 +6%
S
472
SignatureFD
Georgia
$508K +$191K +6,322 +60%
HR
473
Hayden Royal
North Carolina
$505K -$48.8K -1,619 -9%
Toronto Dominion Bank
474
Toronto Dominion Bank
Ontario, Canada
$495K – – –
KCM
475
Kornitzer Capital Management
Kansas
$494K -$17.5K -580 -3%
17 18
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