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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 %
ATC
526
Argent Trust Co
Tennessee
$310K -$6.23K -207 -2%
CSIC
527
Clifford Swan Investment Counsel
California
$308K +$38.9K +1,292 +14%
MC
528
Moors & Cabot
Massachusetts
$303K -$12.1K -400 -4%
QPWM
529
Quadrant Private Wealth Management
Pennsylvania
$302K +$302K +10,023 New
JCM
530
Jacobi Capital Management
Pennsylvania
$298K +$16.6K +550 +6%
FIA
531
Foundations Investment Advisors
Arizona
$293K +$293K +9,666 New
CA
532
Crumly & Associates
Illinois
$290K -$30.2K -1,000 -9%
AF
533
Aldebaran Financial
$289K -$12.4K -42 -4%
EWMCB
534
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K +$288K +9,571 New
WCM
535
Wealthcare Capital Management
Virginia
$287K +$287K +9,529 New
DIM
536
Delta Investment Management
California
$287K +$287K +9,549 New
SVWAG
537
Sound View Wealth Advisors Group
Georgia
$278K – – –
IFA
538
Interactive Financial Advisors
Illinois
$278K +$51.5K +1,705 +23%
TRCT
539
Tower Research Capital (TRC)
New York
$277K -$74.5K -2,468 -21%
AssetMark Inc
540
AssetMark Inc
California
$277K -$29.2K -968 -10%
MWM
541
Meridian Wealth Management
Kentucky
$277K +$277K +9,200 New
LPT
542
Legacy Private Trust
Wisconsin
$275K -$75.4K -2,500 -22%
MCCP
543
Mission Creek Capital Partners
California
$270K +$5.1K +169 +2%
EFS
544
Essex Financial Services
Connecticut
$270K +$81.9K +2,717 +44%
RCA
545
Resonant Capital Advisors
Wisconsin
$269K +$269K +8,919 New
CMBA
546
C.M. Bidwell & Associates
Hawaii
$268K +$156K +5,161 +138%
HDIM
547
Hanson & Doremus Investment Management
Vermont
$267K -$41.4K -1,373 -13%
DBT
548
Dubuque Bank & Trust
Iowa
$267K – – –
TYCC
549
Texas Yale Capital Corp
Florida
$266K – – –
AF
550
Allworth Financial
California
$266K +$146K +4,839 +121%
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