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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 %
IRC
751
Investors Research Corp
Georgia
$59K – – –
CBT
752
Central Bank & Trust
Kentucky
$56K – – –
ME
753
McIlrath & Eck
Washington
$55K +$33.3K +982 +154%
TC
754
Trust Company
Kansas
$52K – – –
HFA
755
Hoover Financial Advisors
Pennsylvania
$51K +$51K +1,500 New
SBL
756
Sargent Bickham Lagudis
Colorado
$50K – – –
SNT
757
Security National Trust
West Virginia
$47K – – –
WCG
758
Weaver Consulting Group
California
$47K +$1.02K +30 +2%
CFFP
759
Center for Financial Planning
Michigan
$44K – – –
ATC
760
Adirondack Trust Company
New York
$44K – – –
LFG
761
Larson Financial Group
Missouri
$43K -$8.61K -255 -17%
WR
762
Watson Rebecca
$42K +$42K +1,250 New
IWP
763
IAG Wealth Partners
Wisconsin
$41K – – –
AFS
764
Aft Forsyth & Sober
Florida
$40K – – –
EI
765
Ellevest Inc
New York
$37K +$8.75K +255 +31%
AWM
766
AllSquare Wealth Management
New York
$36K – – –
LGWM
767
Litman Gregory Wealth Management
California
$35K – – –
OC
768
Oakworth Capital
Alabama
$35K +$10.3K +308 +42%
BFC
769
Bedel Financial Consulting
Indiana
$34K +$859 +25 +3%
FCA
770
FinTrust Capital Advisors
South Carolina
$34K +$6.82K +200 +25%
BFIM
771
Beese Fulmer Investment Management
Ohio
$34K +$34K +1,000 New
FMP
772
Financial Management Professionals
Texas
$32K -$446 -13 -1%
BAM
773
Bellevue Asset Management
Washington
$32K – – –
LWANC
774
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$22.4K +650 +260%
SIS
775
Sound Income Strategies
Florida
$30K +$3.65K +109 +14%
29 30
31
32 33