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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 %
NFG
376
Next Financial Group
Texas
$494K -$62.3K -2,208 -11%
BAS
377
Brown Advisory Securities
Maryland
$494K – – –
RVPG
378
Relative Value Partners Group
$490K +$91.7K +3,250 +23%
SCI
379
S&CO Inc
Massachusetts
$485K +$1.83K +65 +0.4%
SAS
380
Stelac Advisory Services
New York
$484K +$484K +17,165 New
SF
381
Synovus Financial
Georgia
$481K – – –
KCM
382
Kornitzer Capital Management
Kansas
$479K -$19.9K -705 -4%
AAM
383
Aureus Asset Management
Massachusetts
$478K +$478K +16,938 New
FHB
384
First Hawaiian Bank
Hawaii
$471K +$186K +6,600 +65%
CFA
385
Carroll Financial Associates
North Carolina
$470K -$40.1K -1,422 -8%
HH
386
Hilltop Holdings
Texas
$467K +$467K +16,575 New
CMO
387
Covenant Multifamily Offices
Texas
$463K – – –
SFFS
388
Stonehage Fleming Financial Services
Jersey
$459K – – –
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$458K +$8.8K +312 +2%
Toronto Dominion Bank
390
Toronto Dominion Bank
Ontario, Canada
$458K +$458K +16,235 New
PWP
391
Principle Wealth Partners
Connecticut
$451K – – –
SCA
392
STALEY CAPITAL ADVISERS
Pennsylvania
$451K – – –
BO
393
Bank OZK
Arkansas
$449K – – –
PC
394
Permanens Capital
New York
$448K -$1.2M -42,430 -73%
PHIMC
395
Private Harbour Investment Management & Counsel
Ohio
$447K – – –
EWM
396
Empirical Wealth Management
Washington
$445K +$256K +9,061 +135%
BPWA
397
Beacon Pointe Wealth Advisors
California
$444K +$444K +15,736 New
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K – – –
MCP
399
Mirador Capital Partners
California
$428K +$428K +15,170 New
GVAG
400
Great Valley Advisor Group
Delaware
$426K -$5.72K -203 -1%
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16
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