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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 %
SG Americas Securities
501
SG Americas Securities
New York
$591K +$229K +6,730 +63%
TC
502
TownSquare Capital
Utah
$587K -$27.1K -788 -4%
LWAC
503
Laurel Wealth Advisors (California)
California
$584K -$5.61K -165 -1%
SCI
504
S&CO Inc
Massachusetts
$584K – – –
AllianceBernstein
505
AllianceBernstein
Tennessee
$578K +$109K +3,206 +23%
AAM
506
Aureus Asset Management
Massachusetts
$576K – – –
PWP
507
Principle Wealth Partners
Connecticut
$575K – – –
QAM
508
Q3 Asset Management
Michigan
$574K -$1.68M -49,516 -75%
BPA
509
Beacon Pointe Advisors
California
$574K +$114K +3,348 +25%
NFG
510
Nations Financial Group
Iowa
$573K -$30.4K -894 -5%
AWM
511
Altium Wealth Management
New York
$572K +$572K +16,826 New
CW
512
CreativeOne Wealth
Kansas
$567K +$567K +16,675 New
KCM
513
Kornitzer Capital Management
Kansas
$557K – – –
CCM
514
Coldstream Capital Management
Washington
$554K -$112K -3,306 -17%
Toronto Dominion Bank
515
Toronto Dominion Bank
Ontario, Canada
$553K – – –
PA
516
PFG Advisors
Arizona
$551K +$69.1K +2,013 +14%
FHB
517
First Hawaiian Bank
Hawaii
$550K -$83.9K -2,470 -13%
AWA
518
Arkadios Wealth Advisors
Georgia
$547K +$511K +14,790 +1,440%
BA
519
Bristlecone Advisors
Washington
$545K +$545K +16,044 New
IA
520
IFG Advisory
Georgia
$544K +$40.8K +1,201 +8%
LBD
521
Landsberg Bennett & Dubbaneh
Florida
$537K +$128K +3,767 +31%
CFG
522
Citizens Financial Group
Rhode Island
$532K -$56.8K -1,675 -10%
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K – – –
LWM
524
Lenox Wealth Management
Ohio
$524K +$229K +6,759 +78%
NB
525
Northwest Bancshares
Pennsylvania
$523K +$523K +15,389 New
19 20
21
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