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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 %
Fiera Capital (Canada)
451
Fiera Capital (Canada)
Quebec, Canada
$924K – – –
JWCA
452
J.W. Coons Advisors
Ohio
$915K – – –
FHA
453
Flagship Harbor Advisors
Massachusetts
$912K +$38.9K +1,144 +4%
IWC
454
Integrated Wealth Concepts
Massachusetts
$883K +$683K +20,091 +342%
GW
455
GW & Wade
Massachusetts
$882K -$142K -4,174 -14%
RZH
456
Relyea Zuckerberg Hanson
Connecticut
$882K -$121K -3,545 -12%
CF
457
Centaurus Financial
California
$879K +$14.6K +431 +2%
CIA
458
Choate Investment Advisors
Massachusetts
$874K – – –
ST
459
Sentinel Trust
Texas
$860K +$860K +25,315 New
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$846K +$186K +5,473 +28%
CCT
461
Country Club Trust
Missouri
$838K – – –
RIA
462
Regal Investment Advisors
Michigan
$836K +$836K +24,609 New
TI
463
Tidal Investments
Wisconsin
$828K +$12.6K +370 +2%
C
464
Certuity
Florida
$812K +$9.85K +290 +1%
TCCM
465
Timber Creek Capital Management
Massachusetts
$803K +$803K +23,650 New
BO
466
Bank OZK
Arkansas
$797K -$152K -4,473 -16%
TNBTD
467
Trustmark National Bank Trust Department
Mississippi
$782K -$11.2K -330 -1%
LWM
468
Liberty Wealth Management
California
$766K -$116K -3,419 -13%
WWM
469
Western Wealth Management
Colorado
$766K +$13.4K +393 +2%
WG
470
Winton Group
United Kingdom
$765K +$765K +22,500 New
BSW
471
Buckingham Strategic Wealth
Missouri
$764K -$417K -12,267 -35%
GC
472
Gibson Capital
Pennsylvania
$764K -$56.9K -1,689 -7%
TPA
473
Trivium Point Advisory
Connecticut
$749K +$152K +4,470 +26%
EVM
474
Eaton Vance Management
Massachusetts
$735K +$90.7K +2,669 +14%
JIP
475
Jaffetilchin Investment Partners
Florida
$732K +$732K +21,548 New
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19
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