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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 %
BF
151
BOK Financial
Oklahoma
$4.68M +$2.52M +89,305 +117%
LWS
152
Lucia Wealth Services
California
$4.66M -$454K -16,113 -9%
KC
153
Kingfisher Capital
North Carolina
$4.61M +$175K +6,211 +4%
ACP
154
Aveo Capital Partners
Colorado
$4.6M +$347K +12,010 +8%
CWM
155
Cranbrook Wealth Management
Michigan
$4.53M +$354K +12,540 +8%
IC
156
Iconiq Capital
California
$4.51M – – –
JCM
157
Janney Capital Management
Pennsylvania
$4.51M +$4.51M +159,767 New
VF
158
Virtu Financial
New York
$4.48M +$4.48M +158,959 New
AI
159
Atria Investments
North Carolina
$4.47M -$84.3K -2,990 -2%
NAM
160
NTV Asset Management
West Virginia
$4.43M +$155K +5,500 +4%
WAM
161
Wallington Asset Management
Indiana
$4.41M +$25K +885 +0.6%
Goldman Sachs
162
Goldman Sachs
New York
$4.4M +$698K +24,748 +19%
CGI
163
Cougar Global Investments
Ontario, Canada
$4.37M -$47.4K -1,679 -1%
I
164
IberiaBank
Louisiana
$4.3M -$23.9K -847 -0.6%
HNB
165
Huntington National Bank
Ohio
$4.29M -$4.57M – –
OC
166
Oppenheimer & Co
New York
$4.29M +$142K +5,023 +3%
SFS
167
Sowell Financial Services
Arkansas
$4.28M +$4.28M +151,715 New
ST
168
Sageworth Trust
Pennsylvania
$4.21M – – –
GI
169
GAMCO Investors
Connecticut
$4.15M – – –
NAM
170
NorthCoast Asset Management
Connecticut
$4.05M -$804K -28,501 -17%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$4.02M +$1.21M +43,015 +43%
KeyBank National Association
172
KeyBank National Association
Ohio
$3.96M +$468K +16,606 +13%
EAM
173
Evanson Asset Management
California
$3.96M +$666K +23,612 +20%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$3.95M -$1.81M -64,210 -31%
KCM
175
Karp Capital Management
California
$3.94M +$650K +23,035 +20%
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