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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
$1.01B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$297M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$122M
4
Morgan Stanley
Morgan Stanley
New York
$475M
5
Citigroup
Citigroup
New York
$97.8M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.25B
2
CSIA
Charles Schwab Investment Advisory
California
$860M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$95.7M
4
CCM
Coldstream Capital Management
Washington
$8.9M
5
NCM
Narwhal Capital Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
51
Proficio Capital Partners
Massachusetts
$18.9M +$460K +16,324 +3%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$17.6M +$17.6M +622,383 New
MSWM
53
Mader & Shannon Wealth Management
Missouri
$17.5M -$199K -7,068 -1%
CAM
54
Cresset Asset Management
Illinois
$16.9M -$9.42M -333,935 -36%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$16.9M +$61K +2,163 +0.4%
TF
56
TIAA FSB
Florida
$16.8M +$1.71M +60,528 +11%
SFSG
57
Stearns Financial Services Group
North Carolina
$16.7M +$821K +29,127 +5%
AIS
58
American Investment Services
Massachusetts
$16.6M -$1.37M -48,556 -8%
MCM
59
Mainstay Capital Management
Michigan
$16.6M +$16.6M +588,403 New
ST
60
Spinnaker Trust
Maine
$16.2M +$226K +8,026 +1%
VCM
61
Vigilant Capital Management
Maine
$16M +$610K +21,641 +4%
MA
62
MUFG Americas
New York
$15.9M +$936K +33,203 +6%
Cohen & Steers
63
Cohen & Steers
New York
$15.9M -$8.52M -302,000 -35%
SEI Investments
64
SEI Investments
Pennsylvania
$15.9M -$7.3M -259,000 -31%
GMA
65
Goldstein Munger & Associates
California
$15.2M -$89.8K -3,186 -0.6%
JFA
66
JNBA Financial Advisors
Minnesota
$14.5M -$2.07M -73,261 -12%
VCM
67
Verger Capital Management
North Carolina
$14.5M +$1.32M +46,898 +10%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$14.3M +$3.29M +116,678 +30%
MCG
69
MACRO Consulting Group
New Jersey
$14.2M -$190K -6,755 -1%
HPWM
70
Highland Private Wealth Management
Washington
$14.1M +$174K +6,162 +1%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14.1M +$7.19M +254,842 +105%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$13.9M +$1.32M +46,686 +10%
EWM
73
Evercore Wealth Management
New York
$13.8M +$481K +17,059 +4%
M&T Bank
74
M&T Bank
New York
$13.7M +$991K +35,133 +8%
FSA
75
Financial Sense Advisors
California
$13.6M +$5.84M +206,946 +75%
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