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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 %
EWM
326
Executive Wealth Management
Michigan
$502K -$2.78M -103,043 -85%
AL
327
Aspiriant LLC
California
$500K +$500K +18,519 New
NPF
328
Norris Perne & French
Michigan
$496K – – –
AWA
329
Arete Wealth Advisors
Illinois
$495K +$45.4K +1,683 +10%
CFA
330
Carroll Financial Associates
North Carolina
$488K +$247K +9,165 +103%
BIA
331
Bigelow Investment Advisors
Maine
$479K +$10.9K +404 +2%
KCM
332
Kornitzer Capital Management
Kansas
$477K +$477K +17,680 New
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$476K +$52.1K +1,928 +12%
BAS
334
Brown Advisory Securities
Maryland
$474K – – –
LWAC
335
Laurel Wealth Advisors (California)
California
$467K +$7.77K +288 +2%
SCI
336
S&CO Inc
Massachusetts
$462K – – –
TRCT
337
Tower Research Capital (TRC)
New York
$462K +$384K +14,204 +490%
SF
338
Synovus Financial
Georgia
$461K – – –
TFO
339
Tarbox Family Office
California
$461K +$55.8K +2,066 +14%
GW
340
GW & Wade
Massachusetts
$457K +$178K +6,599 +64%
Jane Street
341
Jane Street
New York
$456K -$4.82M -178,363 -91%
VCWA
342
Vanguard Capital Wealth Advisors
Colorado
$454K +$189K +6,997 +71%
NFG
343
Nations Financial Group
Iowa
$452K +$1.59K +59 +0.4%
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$450K – – –
CMO
345
Covenant Multifamily Offices
Texas
$443K +$220K +8,156 +99%
SFFS
346
Stonehage Fleming Financial Services
Jersey
$440K – – –
Barclays
347
Barclays
United Kingdom
$440K +$328K +12,149 +293%
WWM
348
Western Wealth Management
Colorado
$435K +$241K +8,885 +124%
PWP
349
Principle Wealth Partners
Connecticut
$432K – – –
SCA
350
STALEY CAPITAL ADVISERS
Pennsylvania
$432K – – –
12 13
14
15 16