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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 %
AWM
676
Altavista Wealth Management
North Carolina
$201K -$173K -5,100 -46%
Fifth Third Bancorp
677
Fifth Third Bancorp
Ohio
$201K -$30.5K -898 -13%
BBPWM
678
Blue Bell Private Wealth Management
Pennsylvania
$200K +$50.1K +1,491 +33%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$199K – – –
VIP
680
Viewpoint Investment Partners
Alberta, Canada
$199K +$199K +5,850 New
EFSCE
681
Enterprise Financial Services Corp (EFSC)
Missouri
$192K -$6.79K -200 -3%
LWA
682
Lenox Wealth Advisors
New York
$192K – – –
WBC
683
West Branch Capital
Massachusetts
$191K – – –
FANJ
684
Financial Architects (New Jersey)
New Jersey
$191K +$56.1K +1,652 +42%
AL
685
Aspiriant LLC
California
$191K +$191K +5,608 New
CM
686
Columbus Macro
Pennsylvania
$190K +$190K +5,589 New
ESB
687
Essex Savings Bank
Connecticut
$188K +$188K +5,525 New
HFS
688
Hantz Financial Services
Michigan
$187K -$1.43K -42 -0.8%
TCM
689
Telos Capital Management
California
$186K -$3.1K -91 -2%
AFAS
690
Acorn Financial Advisory Services
Virginia
$186K +$186K +5,479 New
AFG
691
Arkansas Financial Group
Arkansas
$184K – – –
SWP
692
Summit Wealth Partners
Florida
$183K -$1.84K -54 -1%
BWA
693
Beam Wealth Advisors
Louisiana
$183K -$31.5K -920 -15%
BO
694
BRR OpCo
Ohio
$183K – – –
TNB
695
TCF National Bank
South Dakota
$182K -$8.34K -310 -4%
PV
696
Private Vista
Illinois
$182K +$10.7K +314 +6%
WPA
697
West Paces Advisors
Georgia
$182K +$51K +1,500 +39%
ADL
698
Asset Dedication LLC
California
$181K +$19.1K +562 +12%
BMCM
699
Bryn Mawr Capital Management
Pennsylvania
$179K – – –
WJWM
700
Williams Jones Wealth Management
New York
$179K +$179K +5,257 New
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