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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 %
BAM
601
Baldrige Asset Management
Pennsylvania
$300K +$300K +8,831 New
TYCC
602
Texas Yale Capital Corp
Florida
$299K – – –
AIA
603
Avalon Investment & Advisory
Texas
$298K – – –
AA
604
Auxano Advisors
Washington
$298K – – –
AA
605
Alesco Advisors
New York
$297K -$1.63M -47,950 -85%
HCM
606
Hollencrest Capital Management
California
$294K +$5.27K +155 +2%
HH
607
Hilltop Holdings
Texas
$291K +$23K +677 +9%
ECM
608
ETrade Capital Management
Virginia
$291K +$42.8K +1,260 +17%
BEAM
609
Baker Ellis Asset Management
Washington
$289K -$119K -3,500 -29%
FWM
610
FFT Wealth Management
Pennsylvania
$289K – – –
WMA
611
Wealth Management Associates
New Jersey
$287K +$287K +8,445 New
DY
612
Dowling & Yahnke
California
$286K -$95.6K -2,812 -25%
CAN
613
Claraphi Advisory Network
United States
$286K +$2.55K +75 +0.9%
FTC
614
Farmers Trust Company
Ohio
$285K -$13.6K -400 -5%
BWA
615
BDO Wealth Advisors
Florida
$285K – – –
SC
616
Slow Capital
California
$283K +$1.09K +32 +0.4%
SBWM
617
Sunflower Bank Wealth Management
Arizona
$282K +$95.9K +2,825 +52%
MWM
618
Meridian Wealth Management
Kentucky
$278K -$33.9K -1,000 -11%
SEIA
619
Signature Estate & Investment Advisors
California
$276K +$11.7K +344 +4%
LRIA
620
Leonard Rickey Investment Advisors
Washington
$270K +$66.8K +1,964 +33%
SCA
621
STALEY CAPITAL ADVISERS
Pennsylvania
$268K – – –
AIA
622
Arbor Investment Advisors
North Carolina
$267K – – –
DWT
623
Dorsey & Whitney Trust
South Dakota
$267K +$267K +7,845 New
GRP
624
Global Retirement Partners
California
$266K +$1.9K +56 +0.7%
SWM
625
SeaCrest Wealth Management
New York
$266K +$27.2K +800 +11%
23 24
25
26 27