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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 %
SF
476
Synovus Financial
Georgia
$484K -$42.1K -1,395 -8%
JFGIW
477
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$466K – – –
NFG
478
Next Financial Group
Texas
$463K -$66.1K -2,194 -13%
PA
479
PFG Advisors
Arizona
$455K +$200K +6,171 +79%
IA
480
IFG Advisory
Georgia
$447K +$55.7K +1,847 +14%
AWM
481
Aberdeen Wealth Management
Illinois
$442K +$6.03K +200 +1%
BS
482
Banco Santander
Spain
$441K -$41.2K -1,368 -9%
PP
483
Prudential plc
United Kingdom
$433K -$733K -24,300 -63%
GVAG
484
Great Valley Advisor Group
Delaware
$430K – – –
TMAM
485
Tokio Marine Asset Management
Japan
$425K – – –
EWA
486
Evolution Wealth Advisors
Florida
$422K +$77.3K +2,565 +22%
JPLA
487
Joseph P. Lucia & Associates
New York
$419K -$428K -14,184 -51%
AllianceBernstein
488
AllianceBernstein
Tennessee
$416K +$28.9K +960 +7%
IAIM
489
International Assets Investment Management
Florida
$413K +$413K +13,690 New
CFA
490
Carroll Financial Associates
North Carolina
$412K -$623K -20,716 -60%
BPA
491
Beacon Pointe Advisors
California
$409K +$409K +13,543 New
HT
492
HAP Trading
New York
$401K -$93.6K -3,104 -19%
WSTAM
493
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$81.1K +2,692 +26%
CIC
494
Cutler Investment Counsel
Oregon
$389K -$211 -7 -0.1%
CL
495
Choreo LLC
Illinois
$389K +$3.01K +100 +0.8%
CPA
496
Capital Planning Advisors
California
$378K +$2.11K +70 +0.6%
IC
497
Inverness Counsel
New York
$377K -$363K – –
RWMH
498
Riverpoint Wealth Management Holdings
Illinois
$377K – – –
RWA
499
Redhawk Wealth Advisors
Minnesota
$377K +$175K +5,815 +87%
BWM
500
BerganKDV Wealth Management
Minnesota
$374K -$4.77K -158 -1%
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