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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 %
CFW
201
CA Family Wealth
California
$4.04M +$4.04M +133,889 New
PHS
202
Pekin Hardy Strauss
Illinois
$4.03M +$1.99M +66,143 +98%
CBA
203
Coastal Bridge Advisors
Connecticut
$4.01M +$1.51M +49,683 +61%
PFS
204
Prospera Financial Services
Texas
$3.97M +$305K +10,131 +8%
RC
205
Roundview Capital
New Jersey
$3.96M -$32.7K -1,085 -0.8%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$3.94M +$3.36M +111,602 +582%
CB
207
Commerce Bank
Missouri
$3.94M -$112K -3,708 -3%
VCP
208
Verus Capital Partners
Arizona
$3.92M +$281K +9,318 +8%
RPWA
209
Regent Peak Wealth Advisors
Georgia
$3.89M +$3.89M +128,902 New
CHAM
210
Clear Harbor Asset Management
Connecticut
$3.88M -$296K -9,805 -7%
IA
211
IFP Advisors
Florida
$3.88M -$464K -14,913 -11%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$3.86M +$2.01M +66,838 +109%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$3.84M +$220K +7,315 +6%
BFP
214
Briaud Financial Planning
Texas
$3.84M -$801K -26,589 -17%
ACM
215
AlphaStar Capital Management
North Carolina
$3.83M +$3.83M +118,747 New
HW
216
Hamilton Wealth
California
$3.81M +$748K +24,827 +24%
GC
217
Gruss & Co
Florida
$3.77M -$3.01M -100,000 -44%
MIC
218
Meridian Investment Counsel
California
$3.75M -$90.4K -3,000 -2%
SPFA
219
Summit Place Financial Advisors
New Jersey
$3.72M +$143K +4,750 +4%
MWA
220
Meridian Wealth Advisors
Texas
$3.7M -$2.75M -91,229 -43%
KWM
221
Kingsview Wealth Management
Oregon
$3.69M -$2.66M -88,393 -42%
AAP
222
Arax Advisory Partners
Colorado
$3.68M +$3.65M +121,123 +14,351%
VHAM
223
Van Hulzen Asset Management
California
$3.67M +$823K +27,302 +29%
NFG
224
Noven Financial Group
Colorado
$3.65M +$3.04K +101 +0.1%
HFM
225
Harvest Fund Management
China
$3.64M +$358K +11,834 +11%
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