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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 %
Susquehanna International Group
501
Susquehanna International Group
Pennsylvania
$135K -$1.21M -44,671 -90%
TA
502
Tiedemann Advisors
New York
$135K -$36.5K -1,350 -21%
CM
503
Columbus Macro
Pennsylvania
$135K -$14.8K -549 -10%
State of Wisconsin Investment Board
504
State of Wisconsin Investment Board
Wisconsin
$135K +$135K +5,000 New
BAM
505
Barrett Asset Management
New York
$133K – – –
PFO
506
Pathstone Family Office
New Jersey
$132K +$132K +4,875 New
WCG
507
Weaver Consulting Group
California
$131K -$4.68K -173 -3%
ADL
508
Asset Dedication LLC
California
$129K +$78.3K +2,890 +154%
CFGS
509
Concourse Financial Group Securities
Alabama
$128K +$12.4K +462 +11%
RCC
510
Red Cedar Capital
Nebraska
$125K – – –
APSP
511
Asset Planning Services (Pennsylvania)
Pennsylvania
$122K – – –
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
$113K – – –
AAP
513
Arax Advisory Partners
Colorado
$112K +$112K +4,130 New
CFB
514
Cullen/Frost Bankers
Texas
$109K – – –
SMG
515
Spectrum Management Group
Indiana
$109K – – –
FHA
516
Flagship Harbor Advisors
Massachusetts
$106K +$3K +112 +3%
BWA
517
BDO Wealth Advisors
Florida
$105K -$9.42K -350 -8%
WPA
518
West Paces Advisors
Georgia
$104K – – –
BWM
519
Baystate Wealth Management
Massachusetts
$102K +$102K +3,860 New
SSB
520
Sandy Spring Bank
Maryland
$101K – – –
CAC
521
Certified Advisory Corp
Florida
$96K – – –
EIP
522
Ellis Investment Partners
Pennsylvania
$88K +$88K +3,330 New
PCG
523
Private Capital Group
Connecticut
$87K – – –
WT
524
Whittier Trust
California
$86K +$85.1K +3,168 +9,900%
PMFA
525
Plante Moran Financial Advisors
Michigan
$82K -$82K -3,050 -50%
19 20
21
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