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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 %
AIP
776
Ameritas Investment Partners
Nebraska
$29K – – –
PFO
777
Pathstone Family Office
New Jersey
$27K -$116K -3,450 -81%
SIC
778
Salem Investment Counselors
North Carolina
$27K +$16.5K +489 +158%
NA
779
Nottingham Advisors
New York
$26.5K -$356 -10,404 -1%
OSNBOA
780
Old Second National Bank of Aurora
Illinois
$26K – – –
SSWG
781
Seven Springs Wealth Group
Tennessee
$26K – – –
HPC
782
HM Payson & Co
Maine
$26K +$12K +350 +85%
MF
783
Manchester Financial
California
$24K -$266K -8,000 -92%
VNA
784
Valley National Advisers
Pennsylvania
$24K – – –
TC
785
Truvestments Capital
Florida
$24K +$1.77K +56 +8%
MPWT
786
MassMutual Private Wealth & Trust
Connecticut
$24K +$24K +708 New
HIIFS
787
Harel Insurance Investments & Financial Services
Israel
$22K – – –
FHA
788
First Horizon Advisors
Tennessee
$22K – – –
LWS
789
Lucia Wealth Services
California
$21K -$1.96M -58,900 -99%
IWMA
790
Ironwood Wealth Management (Arizona)
Arizona
$21K -$5.55K -160 -21%
DZ Bank
791
DZ Bank
Germany
$20K – – –
CHA
792
Carmichael Hill & Associates
Maryland
$20K – – –
ClearBridge Investments
793
ClearBridge Investments
New York
$19K – – –
OIA
794
Optimum Investment Advisors
Illinois
$17K – – –
MM
795
Main Management
California
$17K +$17K +500 New
ETI
796
Enterprise Trust & Investment
California
$16K – – –
TCM
797
Tradewinds Capital Management
Washington
$15K -$2.32M -70,125 -99%
SFA
798
Semmax Financial Advisors
North Carolina
$15K – – –
SFPG
799
Stonebridge Financial Planning Group
Florida
$15K +$9.87K +300 +192%
SA
800
SRH Advisors
Kansas
$14K – – –
30 31
32
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