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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 %
PFM
526
Patton Fund Management
Texas
$516K +$516K +15,200 New
Mercer Global Advisors
527
Mercer Global Advisors
Colorado
$514K -$3.93M -115,642 -88%
GVAG
528
Great Valley Advisor Group
Delaware
$506K +$21.4K +629 +4%
BCP
529
Berkeley Capital Partners
Georgia
$502K -$105K -3,091 -17%
AWM
530
Aberdeen Wealth Management
Illinois
$498K – – –
OC
531
Oarsman Capital
Wisconsin
$496K +$496K +14,610 New
IMC Chicago
532
IMC Chicago
Illinois
$493K +$493K +14,511 New
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$488K +$48.2K +1,418 +11%
IAA
534
Independent Advisor Alliance
North Carolina
$486K +$121K +3,548 +33%
TMAM
535
Tokio Marine Asset Management
Japan
$479K – – –
CPA
536
Clear Perspective Advisors
Illinois
$478K -$170K -5,000 -26%
JPLA
537
Joseph P. Lucia & Associates
New York
$475K +$3.02K +89 +0.6%
EWA
538
Evolution Wealth Advisors
Florida
$446K -$29.7K -875 -6%
BWM
539
BerganKDV Wealth Management
Minnesota
$444K +$23.1K +682 +6%
SAM
540
Strategy Asset Managers
California
$441K +$26.6K +781 +6%
CIC
541
Cutler Investment Counsel
Oregon
$438K – – –
CPA
542
Capital Planning Advisors
California
$437K +$11.5K +340 +3%
VFA
543
Valeo Financial Advisors
Indiana
$436K +$59.1K +1,737 +16%
CL
544
Choreo LLC
Illinois
$426K -$12.2K -358 -3%
IC
545
Inverness Counsel
New York
$425K -$377K – –
RWMH
546
Riverpoint Wealth Management Holdings
Illinois
$425K – – –
BCV
547
Banque Cantonale Vaudoise
Switzerland
$420K +$59.5K +1,751 +17%
Fisher Asset Management
548
Fisher Asset Management
Washington
$420K +$420K +12,369 New
SG
549
StoneX Group
New York
$415K +$62.5K +1,840 +18%
DBRC
550
D.B. Root & Company
Pennsylvania
$412K – – –
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