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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 %
PP
326
Palladium Partners
Virginia
$840K +$5.78K +253 +0.7%
NEAM
327
New England Asset Management
Connecticut
$832K – – –
WCM
328
Whitener Capital Management
North Carolina
$817K +$11.7K +415 +1%
CA
329
Clearstead Advisors
Ohio
$815K +$34.7K +1,230 +4%
GM
330
GeoWealth Management
Illinois
$815K +$815K +28,913 New
Bessemer Group
331
Bessemer Group
New Jersey
$814K – – –
WWM
332
Western Wealth Management
Colorado
$805K +$355K +12,628 +79%
GTAM
333
Global Trust Asset Management
Florida
$805K +$371K +13,173 +86%
HB
334
Homrich & Berg
Georgia
$793K +$12.9K +456 +2%
SC
335
Stratford Consulting
Texas
$785K – – –
SW
336
SVB Wealth
Massachusetts
$705K +$705K +25,000 New
VCWA
337
Vanguard Capital Wealth Advisors
Colorado
$703K +$228K +8,100 +48%
CCT
338
Country Club Trust
Missouri
$686K – – –
FNT
339
First National Trust
Pennsylvania
$676K +$39.6K +1,403 +6%
TNBTD
340
Trustmark National Bank Trust Department
Mississippi
$663K +$56.4K +2,000 +9%
HR
341
Hayden Royal
North Carolina
$650K – – –
LWM
342
Liberty Wealth Management
California
$648K -$197K -6,989 -23%
MWM
343
Merriman Wealth Management
Washington
$645K +$102K +3,632 +19%
GC
344
Gibson Capital
Pennsylvania
$633K -$321K -11,475 -34%
BSW
345
Buckingham Strategic Wealth
Missouri
$632K +$102K +3,633 +19%
MIAN
346
Mariner Independent Advisor Network
Kansas
$628K +$387K +13,687 +161%
Kayne Anderson Rudnick Investment Management
347
Kayne Anderson Rudnick Investment Management
California
$609K +$10.8K +384 +2%
GW
348
GW & Wade
Massachusetts
$606K +$128K +4,539 +27%
PC
349
Port Capital
Illinois
$602K – – –
PPP
350
Private Portfolio Partners
New Jersey
$599K -$182K -6,452 -23%
12 13
14
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