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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 %
PP
551
PDS Planning
Ohio
$412K +$412K +12,120 New
EWA
552
EP Wealth Advisors
California
$410K -$11.5K -340 -3%
B
553
Bridgeworth
Alabama
$400K +$216K +6,362 +118%
LFAS
554
Level Four Advisory Services
Texas
$396K +$45.9K +1,345 +13%
TFA
555
Transamerica Financial Advisors
Florida
$395K +$395K +11,611 New
Natixis Advisors
556
Natixis Advisors
Massachusetts
$391K -$6.66K -196 -2%
IF
557
IRON Financial
Illinois
$390K +$390K +11,470 New
Cerity Partners
558
Cerity Partners
New York
$382K -$324K -9,544 -46%
STA
559
Summit Trail Advisors
New York
$381K +$181K +5,320 +90%
PA
560
Parallel Advisors
California
$379K -$215K -6,319 -36%
BFM
561
Boston Financial Management
Massachusetts
$378K – – –
KC
562
Knuff & Co
California
$376K +$345K +10,163 +1,129%
HT
563
HAP Trading
New York
$374K -$78.2K -2,300 -17%
ATC
564
Argent Trust Co
Tennessee
$372K +$21.8K +641 +6%
WAM
565
Wealthspire Advisors (Maryland)
Maryland
$370K -$8.4K -247 -2%
EIP
566
Ellis Investment Partners
Pennsylvania
$370K +$75.3K +2,231 +26%
AssetMark Inc
567
AssetMark Inc
California
$364K +$51.6K +1,517 +17%
RWA
568
Redhawk Wealth Advisors
Minnesota
$362K -$63.1K -1,855 -15%
HW
569
Hancock Whitney
Mississippi
$362K – – –
IFWM
570
Institute for Wealth Management
Colorado
$357K +$77.5K +2,282 +28%
GBT
571
Grove Bank & Trust
Florida
$353K -$1.1M -32,234 -76%
IWM
572
IHT Wealth Management
Illinois
$352K -$14.8K -436 -4%
MC
573
Moors & Cabot
Massachusetts
$352K +$13.5K +400 +4%
PCIA
574
Prime Capital Investment Advisors
Kansas
$348K -$39.5K -1,161 -10%
EF
575
Empirical Finance
Pennsylvania
$346K +$346K +10,170 New
21 22
23
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