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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 %
PG
651
Patten Group
Tennessee
$227K +$43K +1,262 +23%
CA
652
Cambridge Advisors
Nebraska
$226K +$68 +2 +0%
MPCG
653
Matrix Private Capital Group
New York
$225K +$3.74K +110 +2%
CAC
654
Certified Advisory Corp
Florida
$225K +$33.7K +994 +18%
SIAM
655
Sterling Investment Advisors (Missouri)
Missouri
$224K -$4.36K -128 -2%
Betterment LLC
656
Betterment LLC
New York
$224K +$224K +6,601 New
EFS
657
Essex Financial Services
Connecticut
$222K -$82.7K -2,432 -27%
DDPIC
658
Deroy & Devereaux Private Investment Counsel
Michigan
$221K – – –
PA
659
Pinnacle Associates
New York
$220K +$13.9K +410 +7%
FNBT
660
FineMark National Bank & Trust
Florida
$220K +$220K +6,483 New
GIA
661
Gladstone Institutional Advisory
Florida
$219K +$27.1K +800 +14%
RDWM
662
Red Door Wealth Management
Tennessee
$217K +$130K +3,815 +148%
RSWM
663
Robertson Stephens Wealth Management
California
$215K +$215K +6,336 New
MPM
664
Meritage Portfolio Management
Kansas
$213K – – –
KIA
665
KCM Investment Advisors
California
$213K +$22.7K +667 +12%
SYBT
666
Stock Yards Bank & Trust
Kentucky
$212K – – –
CCWA
667
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$212K +$212K +6,228 New
MAS
668
Managed Account Services
Florida
$209K -$24.2K -666 -10%
NIA
669
Northstar Investment Advisors
Colorado
$209K -$19.1K -563 -8%
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$29.7K +875 +17%
CFGS
671
Concourse Financial Group Securities
Alabama
$206K -$81.4K -2,398 -28%
KP
672
Keel Point
Alabama
$206K +$206K +6,076 New
AWM
673
Argent Wealth Management
Massachusetts
$205K +$205K +5,500 New
TCA
674
Transcend Capital Advisors
New Jersey
$204K +$204K +6,000 New
FEG
675
Financial Enhancement Group
Indiana
$203K +$203K +5,983 New
25 26
27
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