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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 %
OSAM
826
O'Shaughnessy Asset Management
Connecticut
$1K – – –
JWM
827
Janiczek Wealth Management
Colorado
$1K – – –
BWL
828
Bogart Wealth LLC
Virginia
$1K – – –
WIM
829
Westside Investment Management
California
$909 -$218 -6,425 -19%
TI
830
tru Independence
Oregon
$635 +$26 +769 +4%
SI
831
Sprott Inc
Ontario, Canada
$508 +$62 +1,834 +14%
FCH
832
Freestone Capital Holdings
Washington
$382 +$35 +1,036 +10%
PPW
833
Pasadena Private Wealth
California
– -$8.81M -280,590 Closed
TD Asset Management
834
TD Asset Management
Ontario, Canada
– -$7.47M -247,842 Closed
MLL
835
Moody Lynn & Lieberson
Massachusetts
– -$53.1K -163,208 Closed
BAC
836
Boys Arnold & Co
North Carolina
– -$1.25M -41,339 Closed
ZIC
837
ZWJ Investment Counsel
Georgia
– -$1.1M -36,643 Closed
SFWA
838
Summit Financial Wealth Advisors
Louisiana
– -$1.13M -35,559 Closed
GTAM
839
Global Trust Asset Management
Florida
– -$789K -25,450 Closed
BRWM
840
B. Riley Wealth Management
Tennessee
– -$747K -24,786 Closed
BAS
841
Brown Advisory Securities
Maryland
– -$560K -17,548 Closed
WANY
842
Wealthspire Advisors (New York)
New York
– -$356K -11,813 Closed
APW
843
Aurora Private Wealth
New Jersey
– -$332K -11,010 Closed
CA
844
Crumly & Associates
Illinois
– -$290K -9,615 Closed
ACA
845
Ascension Capital Advisors
Texas
– -$171K -5,686 Closed
WCAMG
846
Woodard & Company Asset Management Group
North Carolina
– -$164K -5,455 Closed
GP
847
Girard Partners
Pennsylvania
– -$152K -5,073 Closed
WWM
848
Windsor Wealth Management
Indiana
– -$151K -5,000 Closed
AIM
849
Arcadia Investment Management
Michigan
– -$134K -4,450 Closed
CFB
850
Cullen/Frost Bankers
Texas
– -$122K -4,046 Closed
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