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iShares Gold Trust
IAU

Overview Fund Activity

617 hedge funds and large institutions have $7.1B invested in iShares Gold Trust in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 218 increasing their positions, 182 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+6
Holders Change %
+0.98%
% of All Funds
13.42%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.07%
New
58
Increased
218
Reduced
182
Closed
43
Calls
$2.09M
Puts
$544K
Net Calls
+$1.55M
Net Calls Change
-$1.03M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$597M
2
CSIA
Charles Schwab Investment Advisory
California
+$80M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$32.8M
4
MLL
Moody Lynn & Lieberson
Massachusetts
+$28.3M
5
RJA
Raymond James & Associates
Florida
+$21.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$791M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$123M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$74.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$38.7M
5
B
Bailard
California
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
276
Gibson Capital
Pennsylvania
$913K -$10.9M -407,049 -92%
HFP
277
Holistic Financial Partners
Indiana
$894K – – –
IIC
278
Integrated Investment Consultants
Michigan
$888K +$27.9K +1,035 +3%
MBT
279
Montecito Bank & Trust
California
$885K +$292K +10,826 +49%
VAM
280
Verity Asset Management
North Carolina
$880K -$108K -4,013 -11%
TFA
281
Transamerica Financial Advisors
Florida
$878K +$878K +32,484 New
SFWA
282
Summit Financial Wealth Advisors
Louisiana
$872K +$872K +32,284 New
KA
283
Kovack Advisors
Florida
$863K +$26.1K +965 +3%
GKWIM
284
Gerber Kawasaki Wealth & Investment Management
California
$861K -$227K -8,408 -21%
BA
285
Ballew Advisors
Mississippi
$850K – – –
MHS
286
M Holdings Securities
Oregon
$843K -$111K -4,129 -12%
PFA
287
Pettinga Financial Advisors
Indiana
$833K +$163K +6,050 +24%
AHSSHC
288
Adventist Health System Sunbelt Healthcare Corp
Florida
$830K +$105K +3,877 +14%
LWM
289
Liberty Wealth Management
California
$809K +$207K +7,656 +34%
NEAM
290
New England Asset Management
Connecticut
$797K – – –
Bessemer Group
291
Bessemer Group
New Jersey
$779K -$290K -10,748 -27%
WCM
292
Whitener Capital Management
North Carolina
$771K +$11.8K +438 +2%
SC
293
Stratford Consulting
Texas
$752K – – –
PPP
294
Private Portfolio Partners
New Jersey
$748K +$46.3K +1,711 +7%
HB
295
Homrich & Berg
Georgia
$747K -$85K -3,146 -10%
CA
296
Clearstead Advisors
Ohio
$747K – – –
BCM
297
Beck Capital Management
Texas
$743K -$51.6K -1,910 -6%
CIBC World Market
298
CIBC World Market
Ontario, Canada
$715K -$5.45M -201,810 -88%
TSS
299
Two Sigma Securities
New York
$695K +$378K +14,013 +120%
BTS
300
BB&T Securities
Virginia
$688K +$75K +2,780 +12%
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