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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 %
CPA
426
Capital Planning Advisors
California
$352K +$2.03K +72 +0.6%
AllianceBernstein
427
AllianceBernstein
Tennessee
$350K -$4.88K -173 -1%
WSTAM
428
Wilbanks Smith & Thomas Asset Management
Virginia
$350K +$2.2K +78 +0.6%
IIA
429
IPG Investment Advisors
California
$348K – – –
BWM
430
BerganKDV Wealth Management
Minnesota
$346K -$21.3K -756 -6%
PA
431
Parallel Advisors
California
$342K +$287K +10,203 +526%
BFM
432
Boston Financial Management
Massachusetts
$341K +$26.8K +950 +9%
AWM
433
Altavista Wealth Management
North Carolina
$339K -$28.2K -1,000 -8%
LPT
434
Legacy Private Trust
Wisconsin
$328K – – –
RCA
435
Rowland Carmichael Advisors
Arizona
$323K -$2.51K -89 -0.8%
SG
436
StoneX Group
New York
$319K +$41.9K +1,488 +15%
BAAM
437
Baker Avenue Asset Management
California
$317K +$50.6K +1,796 +19%
OC
438
Oarsman Capital
Wisconsin
$316K +$3.52K +125 +1%
HSA
439
HBK Sorce Advisory
Pennsylvania
$310K -$21.5K -765 -6%
BEAM
440
Baker Ellis Asset Management
Washington
$310K +$141K +5,000 +83%
BMA
441
Brooks Moore & Associates
Tennessee
$303K +$38.1K +1,350 +14%
HW
442
Hancock Whitney
Mississippi
$300K +$67.6K +2,400 +29%
MC
443
Moors & Cabot
Massachusetts
$299K +$86K +3,050 +40%
PCM
444
Prelude Capital Management
New York
$296K +$296K +10,500 New
LP
445
LGL Partners
Pennsylvania
$290K +$290K +10,300 New
TPA
446
Trivium Point Advisory
Connecticut
$289K +$289K +10,018 New
HDIM
447
Hanson & Doremus Investment Management
Vermont
$288K -$5.64K -200 -2%
BW
448
Bison Wealth
Georgia
$288K +$288K +10,196 New
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$285K +$27.4K +970 +11%
VAS
450
Valicenti Advisory Services
New York
$283K – – –
16 17
18
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