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iShares Gold Trust
IAU

Overview Fund Activity

733 hedge funds and large institutions have $9.8B invested in iShares Gold Trust in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+88
Holders Change %
+13.64%
% of All Funds
14.47%
Holding in Top 10
81
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+39.66%
% of All Funds
1.6%
New
137
Increased
258
Reduced
184
Closed
43
Calls
$2.98M
Puts
$324K
Net Calls
+$2.66M
Net Calls Change
+$100K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$981M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
3
SG Americas Securities
SG Americas Securities
New York
$44.1M
4
Stifel Financial
Stifel Financial
Missouri
$72.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$158M

Top Sellers

1
IVA
International Value Advisers
$270M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.24B
3
GLI
Guardian Life Insurance
New York
$0
4
GI
Gradient Investments
Minnesota
$998K
5
Axa
Axa
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$14.7M +$574K +19,782 +4%
EWM
77
Evercore Wealth Management
New York
$14.7M +$483K +16,663 +3%
FSA
78
Financial Sense Advisors
California
$14.6M +$553K +19,059 +4%
MCG
79
MACRO Consulting Group
New Jersey
$14.5M -$45.7K -1,578 -0.3%
EH
80
Equitable Holdings
New York
$14.5M +$14.5M +498,674 New
LPWM
81
Lake Point Wealth Management
Texas
$14.3M +$14.3M +494,441 New
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$14M -$756K -25,961 -5%
Nomura Asset Management
83
Nomura Asset Management
Japan
$13.9M +$405K +13,950 +3%
MML Investors Services
84
MML Investors Services
Massachusetts
$13.6M +$3.48M +119,873 +34%
QIM
85
Quest Investment Management
Oregon
$13M +$15.1K +522 +0.1%
CAM
86
Cresset Asset Management
Illinois
$12.9M -$4.49M -154,819 -26%
LWM
87
Lenox Wealth Management
Ohio
$12.9M +$1.07M +36,923 +9%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$12.8M -$1.69M -58,447 -12%
VIM
89
VCU Investment Management
Virginia
$12M +$12M +412,732 New
BFO
90
Biltmore Family Office
North Carolina
$11.8M +$1.35M +46,432 +13%
WAS
91
WESPAC Advisors SoCal
California
$11.7M +$302K +10,425 +3%
TF
92
TIAA FSB
Florida
$11.5M -$5.85M -201,787 -34%
NCM
93
Narwhal Capital Management
Georgia
$11.4M +$11.4M +394,069 New
JFA
94
JNBA Financial Advisors
Minnesota
$10.7M -$4.14M -142,859 -28%
LWA
95
Lowe Wealth Advisors
Maryland
$10.6M +$436K +15,031 +4%
TM
96
Titan Managers
Arizona
$10.4M – – –
JIR
97
James Investment Research
Ohio
$10.4M -$144K -4,959 -1%
CCM
98
Covington Capital Management
California
$10.3M +$1.67M +57,617 +19%
TFCP
99
Twin Focus Capital Partners
Massachusetts
$10.2M -$784K -27,032 -7%
KWILP
100
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.2M – – –
2 3
4
5 6