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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 %
BOS
176
Bingham Osborn & Scarborough
California
$5.02M -$97.9K -3,247 -2%
CA
177
Cetera Advisors
Colorado
$5.01M +$570K +18,928 +13%
WAM
178
Wallington Asset Management
Indiana
$4.86M +$38.6K +1,280 +0.8%
IC
179
Iconiq Capital
California
$4.82M – – –
CWM
180
Cranbrook Wealth Management
Michigan
$4.8M -$24K -797 -0.5%
GA
181
GFS Advisors
Texas
$4.75M +$189K +6,277 +4%
VCM
182
Verger Capital Management
North Carolina
$4.72M -$11.2M -371,194 -70%
Rafferty Asset Management
183
Rafferty Asset Management
New York
$4.71M +$4.71M +156,310 New
KeyBank National Association
184
KeyBank National Association
Ohio
$4.66M -$36.2K -1,202 -0.8%
SCA
185
Strategic Capital Advisers
Colorado
$4.64M -$1.51K -50 -0%
SB
186
Simmons Bank
Arkansas
$4.64M +$2.9M +96,115 +166%
CA
187
Corrado Advisors
New Jersey
$4.61M +$2.14M +71,030 +87%
SHWM
188
Silicon Hills Wealth Management
Texas
$4.52M +$4.52M +150,072 +517,490%
SPC
189
Sigma Planning Corp
Michigan
$4.52M +$436K +14,451 +11%
MWC
190
MKD Wealth Coaches
Michigan
$4.51M +$4.51M +149,705 New
ST
191
Sageworth Trust
Pennsylvania
$4.5M – – –
PAG
192
Private Advisor Group
New Jersey
$4.5M +$762K +25,290 +20%
SCI
193
Stableford Capital II
Arizona
$4.46M +$2.84M +94,185 +175%
DFG
194
DWM Financial Group
Illinois
$4.46M +$2.34M +77,526 +110%
GI
195
GAMCO Investors
Connecticut
$4.43M – – –
PSCM
196
Prince Street Capital Management
New York
$4.35M +$4.35M +144,400 New
BAM
197
Belpointe Asset Management
Nevada
$4.31M +$1.6M +52,941 +59%
HNB
198
Huntington National Bank
Ohio
$4.28M -$4.15M – –
PWM
199
Perigon Wealth Management
California
$4.22M +$3.81M +118,251 +925%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$4.06M -$435K -14,425 -10%
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