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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 %
HDIM
626
Hanson & Doremus Investment Management
Vermont
$265K -$35.4K -1,043 -12%
HF
627
HRT Financial
New York
$264K -$1.03M -30,483 -80%
WT
628
Washington Trust
Rhode Island
$262K – – –
FIM
629
Frontier Investment Management
Texas
$261K +$21.4K +628 +9%
RIG
630
Roosevelt Investment Group
New York
$256K -$9.06K -267 -3%
GC
631
Garde Capital
Washington
$255K +$255K +7,508 New
B
632
Bellecapital
Switzerland
$253K – – –
HIM
633
HawsGoodwin Investment Management
Tennessee
$251K -$2.67M -78,782 -91%
LDFR
634
Lehman & Derafelo Financial Resources
Pennsylvania
$250K +$27.2K +800 +12%
ACA
635
Ackerman Capital Advisors
Texas
$249K +$249K +7,328 New
SHWM
636
Smith & Howard Wealth Management
Georgia
$248K – – –
GLA
637
Good Life Advisors
Pennsylvania
$246K -$30.5K -912 -11%
MCM
638
Manchester Capital Management
Vermont
$245K +$4.92K +145 +2%
NP
639
NorthRock Partners
Minnesota
$244K +$20.5K +603 +9%
ITIM
640
Indiana Trust & Investment Management
Indiana
$242K – – –
CGL
641
Clarius Group LLC
Washington
$242K – – –
V
642
Veritable
Delaware
$240K +$240K +7,055 New
OIA
643
OneDigital Investment Advisors
Kansas
$236K +$37.1K +1,090 +19%
RIS
644
Retirement Income Solutions
Michigan
$234K – – –
FCCM
645
First City Capital Management
Georgia
$233K -$18.3K -538 -7%
BAAM
646
Baker Avenue Asset Management
California
$232K -$868K -25,528 -79%
RCA
647
Rowland Carmichael Advisors
Arizona
$232K -$16.4K -483 -7%
MFW
648
Mosaic Family Wealth
Missouri
$232K +$232K +6,821 New
CIP
649
Capital Insight Partners
Arizona
$230K +$230K +6,780 New
NPT
650
Nixon Peabody Trust
Massachusetts
$228K +$15.8K +465 +7%
24 25
26
27 28