IAU icon

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
+$96.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$70.8M
3
SG Americas Securities
SG Americas Securities
New York
+$42.9M
4
Stifel Financial
Stifel Financial
Missouri
+$41.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.1M

Top Sellers

1
IVA
International Value Advisers
-$52.2M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$45.8M
3
GLI
Guardian Life Insurance
New York
-$37.7M
4
GI
Gradient Investments
Minnesota
-$22.2M
5
Axa
Axa
France
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
126
First American Trust
California
$7.79M +$277K +9,562 +4%
LFA
127
Legend Financial Advisors
Pennsylvania
$7.77M -$223K -7,684 -3%
MA
128
Modus Advisors
Minnesota
$7.66M +$7.66M +264,194 New
Prudential Financial
129
Prudential Financial
New Jersey
$7.4M +$163K +5,614 +2%
GG
130
GenWealth Group
New Jersey
$7.38M -$496K -17,099 -6%
MWM
131
Moulton Wealth Management
Washington
$7.38M +$7.38M +249,031 New
CBT
132
Capital Bank & Trust
California
$7.31M +$487K +16,807 +7%
SC
133
Sagil Capital
United Kingdom
$7.25M – – –
AA
134
Ancora Advisors
Ohio
$7.24M -$31.2K -1,076 -0.4%
SIAG
135
Signet Investment Advisory Group
Rhode Island
$6.97M +$27.2K +938 +0.4%
EPM
136
Elm Partners Management
Pennsylvania
$6.9M – – –
KPW
137
Kore Private Wealth
New York
$6.8M – – –
BIAS
138
Beacon Investment Advisory Services
New Jersey
$6.67M +$547K +18,858 +9%
GC
139
Gruss & Co
Florida
$6.53M -$2.9M -100,000 -31%
DAS
140
Dynamic Advisor Solutions
Arizona
$6.4M +$564K +19,438 +10%
BWP
141
BSW Wealth Partners
Colorado
$6.28M +$165K +5,687 +3%
BF
142
BOK Financial
Oklahoma
$6.25M +$1.44M +49,574 +30%
MWA
143
Meridian Wealth Advisors
Texas
$6.21M +$1.02M +35,258 +20%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$6.19M -$165K -5,700 -3%
JFA
145
Johanson Financial Advisors
California
$6.18M +$6.18M +44,827 New
KWM
146
Kingsview Wealth Management
Oregon
$6.11M +$499K +17,222 +9%
KCM
147
Karp Capital Management
California
$6.05M +$2M +68,853 +49%
HCM
148
Howland Capital Management
Massachusetts
$6.03M +$201K +6,942 +3%
BCM
149
Bourgeon Capital Management
Connecticut
$6M +$44.2K +1,525 +0.7%
CB
150
Community Bank
New York
$5.9M -$273K -9,413 -4%
4 5
6
7 8