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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 %
Prudential Financial
126
Prudential Financial
New Jersey
$12.5M +$1.53M +45,005 +14%
VFA
127
Voya Financial Advisors
Connecticut
$12.3M +$1.29M +37,956 +12%
RCM
128
Rain Capital Management
Oregon
$12.2M +$12.2M +360,240 New
WFA
129
Wellspring Financial Advisors
Ohio
$12.2M +$990K +29,136 +9%
SC
130
Sepio Capital
Utah
$12M +$3.15M +92,793 +36%
FT
131
Fiduciary Trust
Massachusetts
$11.8M +$1.92M +56,621 +19%
BF
132
BOK Financial
Oklahoma
$11.5M +$2.43M +71,516 +27%
JFA
133
JNBA Financial Advisors
Minnesota
$11.5M -$163K -4,797 -1%
SBSB
134
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.9M +$4.54M +133,627 +71%
IA
135
IFP Advisors
Florida
$10.9M +$6.64M +195,854 +157%
CGI
136
Cougar Global Investments
Ontario, Canada
$10.8M -$1.27M -37,506 -11%
BC
137
Brinker Capital
Pennsylvania
$10.6M +$1.44M +42,233 +16%
William Blair & Company
138
William Blair & Company
Illinois
$10.6M +$866K +25,494 +9%
ASN
139
Advisory Services Network
Georgia
$10.6M +$146K +4,308 +1%
BFO
140
Biltmore Family Office
North Carolina
$10.5M +$487K +14,326 +5%
HSA
141
HBK Sorce Advisory
Pennsylvania
$10.5M +$227K +6,693 +2%
IIC
142
Integrated Investment Consultants
Michigan
$10.5M +$9.07M +267,017 +654%
KC
143
Kingfisher Capital
North Carolina
$10.4M +$387K +11,379 +4%
NAM
144
NorthCoast Asset Management
Connecticut
$10.2M +$1.78M +52,510 +21%
WIP
145
Wellesley Investment Partners
Massachusetts
$10.1M +$1.09M +32,181 +12%
LG
146
Leuthold Group
Minnesota
$9.92M +$9.92M +291,932 New
FI
147
FormulaFolio Investments
Michigan
$9.74M -$824K -24,253 -8%
CAM
148
Cresset Asset Management
Illinois
$9.6M -$3.24M -95,377 -25%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$9.59M +$968K +28,476 +11%
SRC
150
Sage Rhino Capital
California
$9.54M +$175K +5,154 +2%
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