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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
$577M
2
Bank of America
Bank of America
North Carolina
$1.23B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.53B
4
Wells Fargo
Wells Fargo
California
$493M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$184M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$587M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
3
IVA
International Value Advisers
$100M
4
Charles Schwab
Charles Schwab
California
$306M
5
MCM
Mainstay Capital Management
Michigan
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
101
Gamble Jones Investment Counsel
California
$16.5M +$5.34M +157,056 +48%
MCM
102
Mainstay Capital Management
Michigan
$16.4M -$21.4M -629,558 -57%
MGWM
103
Marks Group Wealth Management
Minnesota
$16.3M +$16.3M +479,316 New
NL
104
NKCFO LLC
Illinois
$15.9M +$14.5M +426,500 +1,022%
OA
105
Oxbow Advisors
Texas
$15.6M +$4.08M +120,055 +36%
SFG
106
Sowa Financial Group
Rhode Island
$15.5M +$309K +9,088 +2%
QIM
107
Quest Investment Management
Oregon
$15.3M – – –
Bank Julius Baer & Co
108
Bank Julius Baer & Co
Switzerland
$15.3M -$1.9M -55,826 -11%
TW
109
Transform Wealth
Colorado
$15.2M +$12.7M +374,299 +509%
BCM
110
Bourgeon Capital Management
Connecticut
$15.1M +$1.81M +53,380 +14%
CIM
111
Confluence Investment Management
Missouri
$15.1M +$136K +4,003 +0.9%
NCM
112
Narwhal Capital Management
Georgia
$15.1M +$95.7K +2,815 +0.6%
AIS
113
American Investment Services
Massachusetts
$14.6M -$2.14M -62,924 -13%
ARMC
114
American Research & Management Company
Massachusetts
$14.5M +$14.5M +427,850 New
SPIA
115
Steward Partners Investment Advisory
New York
$14.4M +$8.27M +243,425 +135%
MCG
116
MACRO Consulting Group
New Jersey
$13.9M -$7.98K -235 -0.1%
Goldman Sachs
117
Goldman Sachs
New York
$13.9M -$1.03M -30,317 -7%
LWA
118
Lowe Wealth Advisors
Maryland
$13.6M +$821K +24,167 +6%
CBT
119
Capital Bank & Trust
California
$13.3M +$4.45M +130,972 +50%
FA
120
Faithward Advisors
Pennsylvania
$13.3M +$6.8M +200,036 +105%
TM
121
Titan Managers
Arizona
$13.1M +$147K +4,332 +1%
WAS
122
WESPAC Advisors SoCal
California
$12.7M -$426K -12,400 -3%
TFCP
123
Twin Focus Capital Partners
Massachusetts
$12.6M -$283K -8,333 -2%
FSA
124
Financial Sense Advisors
California
$12.6M -$9.57M -281,503 -43%
IFO
125
Independent Family Office
New York
$12.6M +$281K +8,262 +2%
3 4
5
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