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iShares Gold Trust
IAU

734 hedge funds and large institutions have $9.8B invested in iShares Gold Trust in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $324K

219% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 43

40% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 184

40% more funds holding in top 10

Funds holding in top 10: 58 → 81 (+23)

14% more funds holding

Funds holding: 646 → 734 (+88)

11% more capital invested

Capital invested by funds: $8.79B → $9.8B (+$1.01B)

0.39% more ownership

Funds ownership: 27.44% → 27.83% (+0.39%)

Holders
734
Holders Change
+88
Holders Change %
+13.62%
% of All Funds
14.46%
Holding in Top 10
81
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+39.66%
% of All Funds
1.6%
New
137
Increased
258
Reduced
184
Closed
43
Calls
$2.98M
Puts
$324K
Net Calls
+$2.66M
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$94.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$69.2M
3
SG Americas Securities
SG Americas Securities
New York
+$42M
4
Stifel Financial
Stifel Financial
Missouri
+$40.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
IVA
International Value Advisers
-$51.1M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$44.8M
3
GLI
Guardian Life Insurance
New York
-$37.7M
4
GI
Gradient Investments
Minnesota
-$21.7M
5
Axa
Axa
France
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
226
Hamilton Wealth
California
$2.94M +$219K +7,715 +8%
DA
227
DCF Advisers
Connecticut
$2.9M +$2.84M +100,000 New
SBH
228
Segall Bryant & Hamill
Illinois
$2.88M -$78K -2,750 -3%
PC
229
Permanens Capital
New York
$2.88M +$2.36M +83,277 +525%
Renaissance Technologies
230
Renaissance Technologies
New York
$2.87M +$2.81M +99,100 New
SS
231
Sunbelt Securities
Texas
$2.84M -$167K -5,889 -6%
OFW
232
Omnia Family Wealth
Florida
$2.84M – – –
AF
233
Advisornet Financial
Minnesota
$2.82M +$243K +8,553 +10%
WF
234
Welch & Forbes
Massachusetts
$2.8M +$32.1K +1,132 +1%
SPIA
235
Steward Partners Investment Advisory
New York
$2.75M -$2.82M -99,541 -51%
PWP
236
Personal Wealth Partners
Minnesota
$2.74M +$675K +23,786 +34%
VHAM
237
Van Hulzen Asset Management
California
$2.74M +$563K +19,848 +27%
WFG
238
Wills Financial Group
Virginia
$2.73M +$42.5K +1,500 +2%
GAM
239
Gould Asset Management
California
$2.72M -$7.23K -255 -0.3%
CA
240
Cambridge Associates
Massachusetts
$2.71M +$992K +34,965 +60%
TPWA
241
TRUE Private Wealth Advisors
Oregon
$2.71M +$227K +8,008 +9%
SWP
242
Stratos Wealth Partners
Ohio
$2.68M +$540K +19,023 +26%
BAM
243
Belpointe Asset Management
Nevada
$2.61M +$300K +10,570 +13%
GFPC
244
Global Financial Private Capital
Florida
$2.54M +$2.3M +81,232 +1,242%
FCIM
245
Fairview Capital Investment Management
California
$2.51M +$247K +8,715 +11%
WA
246
Wealth Alliance
New York
$2.5M +$2.45M +86,245 New
BP
247
Ballentine Partners
Massachusetts
$2.5M +$134K +4,721 +6%
IC
248
Inscription Capital
Texas
$2.42M +$232K +8,186 +11%
PAMU
249
Pictet Asset Management (UK)
United Kingdom
$2.41M -$160K -5,630 -6%
LNC
250
Lincoln National Corp
Pennsylvania
$2.41M -$263K -9,270 -10%
8 9
10
11 12

IAU Hedge Fund Activity: Q4 2019 in Review

734 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2019, worth a combined $9.8B — up 11% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new IAU positions and 43 closed out — a net gain of 94 holders — while 258 added to existing stakes and 184 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $94.4M. The largest seller was International Value Advisers, cutting an estimated $51.1M.

  • 734 institutional investors held iShares Gold Trust (IAU) as of Q4 2019, up from 646 in Q3 2019.
  • Funds reported $9.8B of iShares Gold Trust stock for Q4 2019, up 11% quarter-over-quarter.
  • 137 funds opened new iShares Gold Trust positions in Q4 2019 and 43 closed out, a net change of +94 holders.
  • The largest iShares Gold Trust buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $94.4M added.
  • The largest iShares Gold Trust seller in Q4 2019 was International Value Advisers, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2019.