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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 %
Asset Management One
51
Asset Management One
Japan
$35.7M +$4.84M +142,365 +16%
MSL
52
Mackay Shields LLC
New York
$31.6M +$21.1M +620,150 +200%
CC
53
Cadinha & Co
Hawaii
$30.9M +$4.15M +121,996 +16%
MD
54
Money Design
Japan
$30.8M +$9.12M +268,362 +42%
BIAS
55
Beacon Investment Advisory Services
New Jersey
$30.7M +$22.9M +674,437 +293%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$30.7M +$26.4M +776,988 +610%
KWILP
57
Kiwi Wealth Investments Limited Partnership
New Zealand
$30.6M – – –
TF
58
TIAA FSB
Florida
$29.4M +$6.2M +182,370 +27%
Truist Financial
59
Truist Financial
North Carolina
$28.9M +$8.26M +243,043 +40%
MA
60
MUFG Americas
New York
$28.2M +$6.27M +184,393 +29%
BWM
61
Baystate Wealth Management
Massachusetts
$27.4M -$953K -28,057 -3%
SPIA
62
Strategic Point Investment Advisors
Rhode Island
$27.2M +$5.46M +157,210 +25%
Invesco
63
Invesco
Georgia
$27M -$9.62M -283,138 -26%
RWM
64
Ritholtz Wealth Management
New York
$26.5M +$26.5M +781,250 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$25.8M -$4.6M -135,453 -15%
GP
66
Greenline Partners
New York
$25.6M +$8.43M +248,045 +49%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25M +$777K +22,876 +3%
WMG
68
WESCAP Management Group
California
$24.8M +$6.27M +184,439 +34%
MML Investors Services
69
MML Investors Services
Massachusetts
$24.7M +$7.83M +230,353 +46%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$24.3M +$8.12M +238,885 +50%
BOPW
71
Brandywine Oak Private Wealth
Pennsylvania
$24M +$2.44M +71,744 +11%
ZF
72
Zhang Financial
Michigan
$23.8M +$3.1M +91,153 +15%
CT
73
Cambridge Trust
Massachusetts
$23.8M -$16.7M – –
VIM
74
VCU Investment Management
Virginia
$23.8M -$297K -8,742 -1%
JIR
75
James Investment Research
Ohio
$22.9M -$698K -20,535 -3%
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