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iShares Gold Trust
IAU

Overview Fund Activity

645 hedge funds and large institutions have $8.79B invested in iShares Gold Trust in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 269 increasing their positions, 141 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+28
Holders Change %
+4.54%
% of All Funds
14.17%
Holding in Top 10
58
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.37%
% of All Funds
1.27%
New
81
Increased
269
Reduced
141
Closed
47
Calls
$3.25M
Puts
$690K
Net Calls
+$2.56M
Net Calls Change
+$1.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$362M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$121M
4
Morgan Stanley
Morgan Stanley
New York
+$120M
5
Citigroup
Citigroup
New York
+$95.1M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$130M
2
CSIA
Charles Schwab Investment Advisory
California
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.2M
4
CCM
Coldstream Capital Management
Washington
-$11.4M
5
NCM
Narwhal Capital Management
Georgia
-$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
251
Portfolio Solutions
Michigan
$1.86M +$11.3K +400 +0.6%
WDL
252
Well Done LLC
Michigan
$1.85M +$12.7K +451 +0.7%
NPP
253
New Potomac Partners
Maryland
$1.84M +$14.1K +500 +0.8%
IAA
254
Independent Advisor Alliance
North Carolina
$1.81M -$310K -10,999 -15%
PCTC
255
Perkins Coie Trust Company
Washington
$1.8M – – –
SMC
256
Smith, Moore & Co
Missouri
$1.8M -$49.3K -1,748 -3%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$1.54M +54,629 +601%
AIP
258
Ahrens Investment Partners
Louisiana
$1.78M +$1.78M +63,155 New
F
259
Filament
Washington
$1.78M – – –
DADC
260
D.A. Davidson & Co
Montana
$1.76M +$455K +16,134 +35%
CST
261
Charles Schwab Trust
Nevada
$1.75M +$1.75M +61,768 New
NL
262
NVWM LLC
Pennsylvania
$1.74M +$26.1K +926 +2%
VFA
263
Voya Financial Advisors
Connecticut
$1.74M -$27.6K -964 -2%
AA
264
Alesco Advisors
New York
$1.74M +$73.3K +2,600 +4%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$1.72M -$813K -28,849 -32%
SC
266
Scotia Capital
Ontario, Canada
$1.71M -$1.86M -66,060 -52%
M
267
MOTCO
Texas
$1.69M -$3.36K -119 -0.2%
BRM
268
Boston Research & Management
Massachusetts
$1.67M -$30.6K -1,085 -2%
CA
269
Cambridge Associates
Massachusetts
$1.65M – – –
DFA
270
Delta Financial Advisors
Louisiana
$1.64M +$634K +22,485 +63%
BCA
271
Bay Colony Advisors
Massachusetts
$1.63M -$33.1K -1,175 -2%
QAM
272
Q3 Asset Management
Michigan
$1.62M -$359K -12,715 -18%
RWA
273
RGT Wealth Advisors
Texas
$1.61M – – –
CCM
274
Courage Capital Management
Tennessee
$1.58M – – –
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$1.56M -$420K -14,883 -21%
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