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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 %
MHR
701
Matthew Hamilton Rosenberg
$178K – – –
BMA
702
Brooks Moore & Associates
Tennessee
$178K +$178K +5,250 New
TF
703
Trek Financial
Arizona
$177K +$177K +5,213 New
MGIA
704
Moneta Group Investment Advisors
Missouri
$176K -$676K -19,903 -79%
SAM
705
S.A. Mason
Michigan
$176K +$47.5K +1,395 +37%
AP
706
Appleton Partners
Massachusetts
$176K +$176K +5,184 New
BS
707
Boenning & Scattergood
Pennsylvania
$171K – – –
ISL
708
Ingalls & Snyder LLC
New York
$171K – – –
LSC
709
Lesa Sroufe & Co
Washington
$171K – – –
SC
710
Searle & Co
Connecticut
$170K +$170K +5,000 New
CNBTD
711
Citizens National Bank Trust Department
Mississippi
$170K +$170K +5,000 New
RCM
712
Radnor Capital Management
Pennsylvania
$169K +$169K +5,000 New
BAM
713
Barrett Asset Management
New York
$168K – – –
WB
714
West Bancorporation
Iowa
$168K +$84.8K +2,500 +102%
HIA
715
Harbor Investment Advisory
Maryland
$157K – – –
RCC
716
Red Cedar Capital
Nebraska
$157K – – –
BWA
717
Burt Wealth Advisors
Maryland
$154K +$120K +3,550 +358%
BBHC
718
Brown Brothers Harriman & Co
New York
$151K +$57.6K +1,694 +62%
PA
719
Perennial Advisors
New York
$149K +$149K +4,390 New
APWM
720
Atlas Private Wealth Management
New York
$141K -$10.5K -309 -7%
SSB
721
Sandy Spring Bank
Maryland
$139K +$5.57K +165 +4%
PMFA
722
Plante Moran Financial Advisors
Michigan
$137K – – –
CCA
723
Column Capital Advisors
Indiana
$137K – – –
FRA
724
Front Row Advisors
California
$136K – – –
TFGT
725
TS Financial Group (TSFG)
Illinois
$128K +$1.94K +57 +2%
27 28
29
30 31