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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 %
BIAS
151
Beacon Investment Advisory Services
New Jersey
$6.94M +$12K +397 +0.2%
GG
152
GenWealth Group
New Jersey
$6.89M -$776K -25,734 -10%
DAS
153
Dynamic Advisor Solutions
Arizona
$6.73M +$81.7K +2,709 +1%
DADC
154
D.A. Davidson & Co
Montana
$6.38M +$4.01M +133,218 +170%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.3M +$726K +24,077 +13%
FPCM
156
Financial Partners Capital Management
New York
$6.21M +$6.21M +206,189 New
APA
157
American Portfolios Advisors
New York
$6.05M +$195K +6,476 +3%
WLIM
158
White Lighthouse Investment Management
Massachusetts
$6.05M +$310K +10,297 +5%
FIM
159
Freedom Investment Management
Connecticut
$5.94M +$82.1K +2,736 +1%
CB
160
Community Bank
New York
$5.85M -$280K -9,287 -5%
GKWIM
161
Gerber Kawasaki Wealth & Investment Management
California
$5.8M +$3.35M +111,305 +137%
I
162
IberiaBank
Louisiana
$5.79M +$949K +31,489 +20%
FA
163
Faithward Advisors
Pennsylvania
$5.74M -$4.62M -153,427 -45%
SBSB
164
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.66M -$404K -13,420 -7%
BWP
165
BSW Wealth Partners
Colorado
$5.57M -$963K -31,942 -15%
VWA
166
V Wealth Advisors
Kansas
$5.53M +$2.14M +71,023 +63%
VCM
167
Versant Capital Management
Arizona
$5.49M -$132K -4,390 -2%
SIC
168
Sigma Investment Counselors
Michigan
$5.47M +$108K +3,571 +2%
SPIA
169
Steward Partners Investment Advisory
New York
$5.43M +$2.57M +85,217 +90%
NPP
170
New Potomac Partners
Maryland
$5.4M +$3.4M +112,875 +171%
LCAM
171
London & Capital Asset Management
United Kingdom
$5.29M +$343K +11,376 +7%
EAM
172
Evanson Asset Management
California
$5.2M +$978K +32,457 +23%
NAM
173
NTV Asset Management
West Virginia
$5.14M +$54.3K +1,800 +1%
Creative Planning
174
Creative Planning
Kansas
$5.1M +$1.3M +43,203 +34%
Bessemer Group
175
Bessemer Group
New Jersey
$5.09M +$28.7K +953 +0.6%
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