IAU icon

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 %
CAL
801
Capital Advisors Ltd
Ohio
$13K – – –
CAL
802
Capital Analysts LLC
Pennsylvania
$13K – – –
DI
803
Disciplined Investments
Oklahoma
$12K – – –
RE
804
RBC Europe
United Kingdom
$11.1K – – –
PFSC
805
Peoples Financial Services Corp
Pennsylvania
$11K – – –
CWP
806
CFM Wealth Partners
Texas
$10K – – –
MA
807
MCF Advisors
Kentucky
$10K +$10K +289 New
RBC
808
Roble Belko & Company
Pennsylvania
$9K – – –
CP
809
Corbenic Partners
Pennsylvania
$8K +$1.7K +50 +27%
HI
810
Hudock Inc
Pennsylvania
$7K – – –
CCM
811
Cribstone Capital Management
Maine
$7K – – –
AIC
812
Archer Investment Corporation
Indiana
$6.8K +$6.8K +200 New
KTC
813
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
RG
814
Retirement Group
California
$6K +$6K +173 New
MAWCM
815
Mine & Arao Wealth Creation & Management
California
$5K – – –
AWM
816
Apollon Wealth Management
South Carolina
$5K +$5K +142 New
DAM
817
Delta Asset Management
Tennessee
$4K – – –
HCM
818
Highlander Capital Management
New Jersey
$4K – – –
BCA
819
Bray Capital Advisors
Florida
$4K – – –
VRM
820
Vectors Research Management
New York
$4K – – –
WAS
821
Winch Advisory Services
Wisconsin
$3K – – –
FPB
822
First PREMIER Bank
South Dakota
$3K – – –
IFAM
823
Institutional & Family Asset Management
Colorado
$3K +$3K +91 New
HWM
824
HighMark Wealth Management
Minnesota
$2K – – –
BWL
825
Bogart Wealth LLC
Virginia
$1K – – –
31 32
33
34 35