iShares Gold Trust
IAU
835 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, 384 increasing their positions, 193 reducing their positions, and 42 closing their positions.
373% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $3.76M
150% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 42
99% more repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 193
34% more capital invested
Capital invested by funds: $10.8B → $14.4B (+$3.62B)
8% more funds holding in top 10
Funds holding in top 10: 106 → 115 (+9)
7% more funds holding
Funds holding: 779 → 835 (+56)
0.09% more ownership
Funds ownership: 27.59% → 27.68% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$525M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$332M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$215M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$201M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$237M |
| 2 |
JP Morgan Chase
New York
|
-$107M |
| 3 |
IVA
International Value Advisers
|
-$65.3M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$37M |
| 5 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$20.6M |
IAU Hedge Fund Activity: Q2 2020 in Review
835 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2020, worth a combined $14.4B — up 34% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IAU positions and 42 closed out — a net gain of 63 holders — while 384 added to existing stakes and 193 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $525M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $237M.
- 835 institutional investors held iShares Gold Trust (IAU) as of Q2 2020, up from 779 in Q1 2020.
- Funds reported $14.4B of iShares Gold Trust stock for Q2 2020, up 34% quarter-over-quarter.
- 105 funds opened new iShares Gold Trust positions in Q2 2020 and 42 closed out, a net change of +63 holders.
- The largest iShares Gold Trust buyer in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $525M added.
- The largest iShares Gold Trust seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2020.