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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 %
JWS
576
Juncture Wealth Strategies
Arizona
$345K -$37.4K -1,099 -10%
QPWM
577
Quadrant Private Wealth Management
Pennsylvania
$341K – – –
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$340K -$33.7K -992 -9%
RIA
579
Realta Investment Advisors
Delaware
$336K -$36.7K -1,078 -10%
PFA
580
Professional Financial Advisors
Nebraska
$333K +$333K +9,796 New
WCM
581
Wealthcare Capital Management
Virginia
$331K +$7.44K +219 +2%
FWM
582
Frontier Wealth Management
Missouri
$331K +$331K +9,735 New
AF
583
Aldebaran Financial
$327K – – –
EWMCB
584
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$325K – – –
IAIM
585
International Assets Investment Management
Florida
$324K -$142K -4,167 -30%
GWM
586
Geneos Wealth Management
Colorado
$324K +$41.3K +1,222 +15%
CMBA
587
C.M. Bidwell & Associates
Hawaii
$318K +$15.6K +459 +5%
IFA
588
Interactive Financial Advisors
Illinois
$315K +$1.74K +51 +0.6%
CA
589
Continuum Advisory
Idaho
$314K +$71.9K +2,125 +30%
SVWAG
590
Sound View Wealth Advisors Group
Georgia
$313K – – –
EE
591
EWG Elevate
California
$312K +$24.2K +712 +8%
TFA
592
Teamwork Financial Advisors
Texas
$312K +$312K +9,170 New
LPT
593
Legacy Private Trust
Wisconsin
$310K – – –
WIA
594
World Investment Advisors
California
$310K +$310K +8,506 New
MCCP
595
Mission Creek Capital Partners
California
$304K – – –
CSIC
596
Clifford Swan Investment Counsel
California
$303K -$43.8K -1,292 -13%
JCM
597
Jacobi Capital Management
Pennsylvania
$302K -$33.8K -997 -10%
AIC
598
Ameritas Investment Company
Nebraska
$301K -$56.4K -1,663 -16%
DBT
599
Dubuque Bank & Trust
Iowa
$301K – – –
WT
600
Whittier Trust
California
$301K +$187K +5,501 +164%
22 23
24
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