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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$8.32M +286,738 +450%
FA
102
Faithward Advisors
Pennsylvania
$9.98M +$9.98M +343,952 New
Asset Management One
103
Asset Management One
Japan
$9.95M +$7.21M +248,536 +263%
WMG
104
WESCAP Management Group
California
$9.9M +$617K +21,267 +7%
BL
105
BCWM LLC
Kansas
$9.69M +$33.7K +1,161 +0.3%
Truist Financial
106
Truist Financial
North Carolina
$9.54M +$9.54M +328,969 New
IFO
107
Independent Family Office
New York
$9.52M +$9.52M +328,153 New
SFG
108
Sowa Financial Group
Rhode Island
$9.49M +$9.49M +327,345 New
CCG
109
Chatham Capital Group
Georgia
$9.21M +$9.21M +317,600 New
AWM
110
AE Wealth Management
Kansas
$9.15M +$6.81M +234,861 +292%
FA
111
FDx Advisors
Illinois
$9.12M -$668K -23,019 -7%
ASN
112
Advisory Services Network
Georgia
$9.03M +$806K +27,791 +10%
MSL
113
Mackay Shields LLC
New York
$8.97M – – –
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$8.76M +$143K +4,928 +2%
FT
115
Fiduciary Trust
Massachusetts
$8.43M -$87.1K -3,003 -1%
CWA
116
Core Wealth Advisors
Florida
$8.39M +$8.39M +289,245 New
TD Asset Management
117
TD Asset Management
Ontario, Canada
$8.33M +$265K +9,398 +3%
William Blair & Company
118
William Blair & Company
Illinois
$8.27M -$162K -5,601 -2%
NA
119
NewEdge Advisors
Louisiana
$8.26M +$2.16M +74,635 +35%
Mariner
120
Mariner
Kansas
$8.23M +$2.76M +95,244 +51%
PPW
121
Pasadena Private Wealth
California
$8.21M -$109K -3,743 -1%
SRC
122
Sage Rhino Capital
California
$8.21M +$945K +31,685 +13%
Invesco
123
Invesco
Georgia
$8.19M -$7.69K -265 -0.1%
WIP
124
Wellesley Investment Partners
Massachusetts
$8.04M +$66.7K +2,301 +0.8%
VC
125
Vicus Capital
Pennsylvania
$7.84M +$143K +4,936 +2%
3 4
5
6 7