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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 %
EP
726
Eudaimonia Partners
Tennessee
$115K +$9.62K +283 +9%
BCM
727
Blume Capital Management
California
$114K – – –
AF
728
Allworth Financial
California
$110K -$191K -5,609 -63%
NCM
729
New Capital Management
Texas
$110K – – –
GFPC
730
Global Financial Private Capital
Florida
$108K -$2.94M -86,413 -96%
SMG
731
Spectrum Management Group
Indiana
$108K -$64.5K -1,906 -37%
PCG
732
Private Capital Group
Connecticut
$99K -$6.86K -202 -6%
GCA
733
Guardian Capital Advisors
Ontario, Canada
$97K – – –
DOA
734
D'Orazio & Associates
Virginia
$97K – – –
CH
735
Canton Hathaway
Rhode Island
$96K – – –
SIM
736
Sonora Investment Management
Arizona
$96K +$6.85K +201 +8%
EWM
737
Endurance Wealth Management
Rhode Island
$95K – – –
LFG
738
LifePlan Financial Group
Ohio
$94K +$512 +15 +0.5%
SWM
739
Sugarloaf Wealth Management
Georgia
$85K – – –
POIA
740
Pin Oak Investment Advisors
Texas
$83K +$83K +2,456 New
FP
741
Financial Perspectives
Minnesota
$81.6K – – –
FA
742
Financial Advantage
Maryland
$79K +$46.2K +1,375 +141%
FWM
743
Focused Wealth Management
New York
$77K – – –
GFPC
744
Global Financial Private Client
Florida
$75K -$6.77K -200 -8%
DSC
745
Duncker Streett & Co
Missouri
$71K +$37.2K +1,100 +110%
ACA
746
Atlas Capital Advisors
Wyoming
$68.1K -$119K -3,500 -64%
AWM
747
Atticus Wealth Management
Florida
$68K – – –
WFMPM
748
Woodley Farra Manion Portfolio Management
Indiana
$65K -$87K -2,573 -57%
SIS
749
SVB Investment Services
Utah
$65K -$35.3K -1,043 -35%
MSFP
750
Mark Sheptoff Financial Planning
Connecticut
$59K -$5.06K -150 -8%
28 29
30
31 32