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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 %
KeyBank National Association
201
KeyBank National Association
Ohio
$5.82M +$570K +16,778 +11%
CG
202
Cutler Group
California
$5.81M +$4.08M +120,201 +237%
DFG
203
DWM Financial Group
Illinois
$5.78M +$757K +22,281 +15%
BOS
204
Bingham Osborn & Scarborough
California
$5.67M – – –
EWM
205
Executive Wealth Management
Michigan
$5.61M +$2.71M +79,686 +93%
WAM
206
Wallington Asset Management
Indiana
$5.52M +$42.6K +1,255 +0.8%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$5.52M +$206K +6,067 +4%
IC
208
Iconiq Capital
California
$5.43M – – –
CA
209
Cetera Advisors
Colorado
$5.38M -$275K -8,099 -5%
BFA
210
Beaumont Financial Advisors
Massachusetts
$5.38M +$1.33M +39,126 +33%
FIM
211
Freedom Investment Management
Connecticut
$5.32M -$1.41M -41,426 -21%
SHWM
212
Silicon Hills Wealth Management
Texas
$5.31M +$205K +6,045 +4%
VA
213
Valmark Advisers
Ohio
$5.3M +$5.09M +149,785 +2,471%
CWM
214
Cranbrook Wealth Management
Michigan
$5.25M -$160K -4,712 -3%
SCA
215
Strategic Capital Advisers
Colorado
$5.22M -$11.9K -350 -0.2%
BAM
216
Belpointe Asset Management
Nevada
$5.21M +$352K +10,350 +7%
GA
217
GFS Advisors
Texas
$5.21M -$153K -4,488 -3%
SAA
218
Southeast Asset Advisors
Georgia
$5.2M +$5.2M +153,133 New
CA
219
Corrado Advisors
New Jersey
$5.18M -$15.5K -457 -0.3%
ST
220
Sageworth Trust
Pennsylvania
$5.13M +$58.3K +1,716 +1%
EAM
221
Evanson Asset Management
California
$5.09M -$779K -22,928 -13%
SCI
222
Stableford Capital II
Arizona
$5.06M +$31.5K +927 +0.6%
GI
223
GAMCO Investors
Connecticut
$5M – – –
MWC
224
MKD Wealth Coaches
Michigan
$4.97M -$114K -3,344 -2%
MWA
225
Meridian Wealth Advisors
Texas
$4.97M +$802K +23,602 +19%
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