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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 %
TC
301
TownSquare Capital
Utah
$681K -$260K -9,434 -28%
KPAG
302
KLS Professional Advisors Group
New York
$675K – – –
CCT
303
Country Club Trust
Missouri
$646K – – –
FPCP
304
Fort Point Capital Partners
California
$645K +$130K +4,826 +25%
HR
305
Hayden Royal
North Carolina
$620K -$3.23K -120 -0.5%
FNT
306
First National Trust
Pennsylvania
$609K +$449K +16,630 +281%
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$581K +$581K +21,500 New
PC
308
Port Capital
Illinois
$576K – – –
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$573K – – –
TMAM
310
Tokio Marine Asset Management
Japan
$567K -$122K -4,500 -18%
RFC
311
Regions Financial Corp
Alabama
$551K -$22.4K -829 -4%
WAS
312
WESPAC Advisors SoCal
California
$541K – – –
NFG
313
Next Financial Group
Texas
$532K +$510K +18,908 +2,329%
OFG
314
OmniStar Financial Group
North Carolina
$530K -$24.4K -902 -4%
AIM
315
Advantage Investment Management
Iowa
$521K +$36.6K +1,355 +8%
5L
316
55I LLC
Massachusetts
$518K +$181K +6,683 +53%
W
317
WealthOne
New York
$518K +$518K +19,196 New
CPA
318
Clear Perspective Advisors
Illinois
$515K – – –
OWD
319
Osborn Williams & Donohoe
Ohio
$514K -$1.05K -39 -0.2%
PFM
320
Phillips Financial Management
Indiana
$514K – – –
FGAM
321
Financial Gravity Asset Management
Texas
$510K -$128K -4,752 -20%
IAA
322
Ironsides Asset Advisors
North Carolina
$508K – – –
BSW
323
Buckingham Strategic Wealth
Missouri
$507K -$280K -10,350 -36%
JWS
324
Juncture Wealth Strategies
Arizona
$506K -$38.1K -1,412 -7%
W
325
WealthStone
Ohio
$503K -$1K -50 Closed
11 12
13
14 15