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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 %
Mariner
101
Mariner
Kansas
$13.1M +$4.52M +150,087 +53%
WAS
102
WESPAC Advisors SoCal
California
$12.3M -$643K -20,000 -5%
LFA
103
Legend Financial Advisors
Pennsylvania
$11.9M +$3.8M +126,231 +47%
BCM
104
Bourgeon Capital Management
Connecticut
$11.8M +$5.58M +185,128 +89%
TM
105
Titan Managers
Arizona
$11.5M +$365K +12,107 +3%
TFCP
106
Twin Focus Capital Partners
Massachusetts
$11.5M +$813K +26,990 +8%
CAM
107
Cresset Asset Management
Illinois
$11.4M -$2M -66,287 -15%
LWA
108
Lowe Wealth Advisors
Maryland
$11.3M +$311K +10,303 +3%
PI
109
Parkside Investments
Illinois
$11.2M +$10.7M +354,975 +2,367%
IFO
110
Independent Family Office
New York
$10.9M +$993K +32,947 +10%
CGI
111
Cougar Global Investments
Ontario, Canada
$10.7M +$6.07M +201,508 +130%
JFA
112
JNBA Financial Advisors
Minnesota
$10.3M -$846K -28,085 -8%
OA
113
Oxbow Advisors
Texas
$10.2M +$10.2M +337,590 New
VFA
114
Voya Financial Advisors
Connecticut
$10.1M +$6.42M +207,117 +175%
WFA
115
Wellspring Financial Advisors
Ohio
$9.96M +$9.96M +330,599 New
CCG
116
Chatham Capital Group
Georgia
$9.95M +$376K +12,490 +4%
GJIC
117
Gamble Jones Investment Counsel
California
$9.89M +$6.35M +210,602 +179%
Prudential Financial
118
Prudential Financial
New Jersey
$9.75M +$2.06M +68,439 +27%
FI
119
FormulaFolio Investments
Michigan
$9.37M -$74.5M -2,471,076 -89%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$9.35M +$246K +8,159 +3%
MSL
121
Mackay Shields LLC
New York
$9.32M – – –
ASN
122
Advisory Services Network
Georgia
$9.26M -$128K -4,256 -1%
HSA
123
HBK Sorce Advisory
Pennsylvania
$9.11M +$8.76M +290,590 +2,490%
BFO
124
Biltmore Family Office
North Carolina
$8.88M -$3.34M -110,790 -27%
KC
125
Kingfisher Capital
North Carolina
$8.84M +$3.9M +129,300 +79%
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