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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 %
KA
476
Kovack Advisors
Florida
$727K +$102K +2,999 +16%
PC
477
Port Capital
Illinois
$725K – – –
DIM
478
Delta Investment Management
California
$705K +$381K +11,212 +117%
SSWM
479
Sheets Smith Wealth Management
North Carolina
$703K +$703K +20,686 New
KFS
480
Kelly Financial Services
Massachusetts
$699K +$612K +18,004 +701%
EWM
481
Empirical Wealth Management
Washington
$698K -$7.04K -207 -1%
PPP
482
Private Portfolio Partners
New Jersey
$691K +$679 +20 +0.1%
WCM
483
WealthBridge Capital Management
Ohio
$690K +$30.6K +900 +5%
UAS
484
United Asset Strategies
New York
$680K +$6.73K +198 +1%
SIC
485
Schwartz Investment Counsel
Michigan
$678K -$28.4K -835 -4%
HR
486
Hayden Royal
North Carolina
$671K +$102K +2,992 +18%
MG
487
Mather Group
Illinois
$663K +$663K +19,508 New
JWCA
488
J.W. Cole Advisors
Florida
$658K +$658K +19,370 New
PFM
489
Phillips Financial Management
Indiana
$657K – – –
VAS
490
Valicenti Advisory Services
New York
$653K – – –
JWBC
491
J.W. Burns & Co
New York
$647K – – –
BS
492
Banco Santander
Spain
$642K +$144K +4,241 +29%
OFG
493
OmniStar Financial Group
North Carolina
$640K -$36.6K -1,076 -5%
IAA
494
Ironsides Asset Advisors
North Carolina
$640K – – –
CFA
495
Carroll Financial Associates
North Carolina
$640K +$175K +5,161 +38%
LP
496
LGL Partners
Pennsylvania
$639K – – –
HC
497
Hamilton Capital
Ohio
$633K – – –
PWM
498
PBMares Wealth Management
Virginia
$626K +$46.3K +1,363 +8%
NPF
499
Norris Perne & French
Michigan
$624K – – –
NFG
500
Next Financial Group
Texas
$600K +$78.6K +2,315 +15%
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