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iShares Gold Trust
IAU

Overview Fund Activity

776 hedge funds and large institutions have $10.8B invested in iShares Gold Trust in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 307 increasing their positions, 204 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+43
Holders Change %
+5.87%
% of All Funds
17.14%
Holding in Top 10
104
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+28.4%
% of All Funds
2.3%
New
112
Increased
307
Reduced
204
Closed
57
Calls
$10.4M
Puts
$2.57M
Net Calls
+$7.81M
Net Calls Change
+$5.15M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$305M
2
Bank of America
Bank of America
North Carolina
+$191M
3
Morgan Stanley
Morgan Stanley
New York
+$143M
4
Ameriprise
Ameriprise
Minnesota
+$74.8M
5
Wells Fargo
Wells Fargo
California
+$55.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$281M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$168M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$133M
4
IVA
International Value Advisers
-$131M
5
FI
FormulaFolio Investments
Michigan
-$74.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
801
Davenport & Co
Virginia
– -$392K -13,528 Closed
UR
802
USCA RIA
Texas
– -$390K -13,450 Closed
JIC
803
Joel Isaacson & Co
New York
– -$377K -13,000 Closed
OC
804
Oarsman Capital
Wisconsin
– -$358K -12,360 Closed
BMA
805
Brooks Moore & Associates
Tennessee
– -$312K -10,750 Closed
PCM
806
Prelude Capital Management
New York
– -$305K -10,500 Closed
CA
807
Commerzbank Aktiengesellschaft
Germany
– -$254K -9,683 Closed
NF
808
Nikulski Financial
Iowa
– -$276K -9,163 Closed
RIA
809
Regal Investment Advisors
Michigan
– -$257K -8,877 Closed
FFN
810
Focus Financial Network
Minnesota
– -$256K -8,825 Closed
JG
811
Jefferies Group
New York
– -$197K -6,800 Closed
PFG
812
Pacific Financial Group
Washington
– -$186K -6,431 Closed
GLR
813
Great Lakes Retirement
Ohio
– -$173K -6,026 Closed
V
814
Veritable
Delaware
– -$168K -5,790 Closed
AWM
815
Altium Wealth Management
New York
– -$164K -5,666 Closed
GM
816
GeoWealth Management
Illinois
– -$154K -5,300 Closed
LW
817
Linscomb Wealth
Texas
– -$148K -5,113 Closed
OPTFSNA
818
Old Point Trust & Financial Services N A
Virginia
– -$147K -5,075 Closed
RCM
819
Radnor Capital Management
Pennsylvania
– -$145K -5,000 Closed
AIC
820
Archer Investment Corporation
Indiana
– -$50K -1,644 Closed
WHG
821
Westwood Holdings Group
Texas
– -$35K -1,209 Closed
BRC
822
Bell Rock Capital
Delaware
– -$34K -1,195 Closed
ACM
823
Anfield Capital Management
California
– -$31K -1,044 Closed
FIB
824
First Interstate Bank
Montana
– -$30K -1,038 Closed
PA
825
PSI Advisors
Florida
– -$15K -550 Closed
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