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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
+$362M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$138M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$121M
4
Morgan Stanley
Morgan Stanley
New York
+$120M
5
Citigroup
Citigroup
New York
+$95.1M

Top Sellers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$130M
2
CSIA
Charles Schwab Investment Advisory
California
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.2M
4
CCM
Coldstream Capital Management
Washington
-$11.4M
5
NCM
Narwhal Capital Management
Georgia
-$9.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
176
Clear Harbor Asset Management
Connecticut
$3.84M +$653K +23,150 +20%
SCP
177
Silverleafe Capital Partners
Tennessee
$3.83M +$2.72M +96,570 +246%
SBWM
178
Sunflower Bank Wealth Management
Arizona
$3.82M +$3.64M +129,218 +2,049%
RC
179
Roundview Capital
New Jersey
$3.74M -$113 -4 -0%
NAM
180
Nissay Asset Management
Japan
$3.73M -$1.82M -64,355 -33%
Creative Planning
181
Creative Planning
Kansas
$3.71M -$691K -24,512 -16%
CB
182
Commerce Bank
Missouri
$3.68M +$69.8K +2,475 +2%
PFS
183
Prospera Financial Services
Texas
$3.62M +$216K +7,675 +6%
MIC
184
Meridian Investment Counsel
California
$3.58M +$14.1K +500 +0.4%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$3.54M +$2.56M +90,896 +263%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$3.53M – – –
IA
187
IFP Advisors
Florida
$3.47M +$3.47M +121,308 New
EWM
188
Executive Wealth Management
Michigan
$3.45M +$2.93M +103,746 +558%
NFG
189
Noven Financial Group
Colorado
$3.43M +$16.1K +570 +0.5%
GJIC
190
Gamble Jones Investment Counsel
California
$3.37M +$3.37M +119,445 New
VanEck Associates
191
VanEck Associates
New York
$3.36M +$140K +4,962 +4%
CAN
192
Cetera Advisor Networks
California
$3.32M +$748K +26,480 +29%
HFM
193
Harvest Fund Management
China
$3.3M +$159K +5,635 +5%
BCM
194
Beck Capital Management
Texas
$3.26M +$2.48M +88,098 +320%
NC
195
NewSquare Capital
Pennsylvania
$3.26M +$476K +16,887 +17%
TWM
196
Torch Wealth Management
Ohio
$3.19M – – –
VWA
197
V Wealth Advisors
Kansas
$3.17M +$79.4K +2,817 +3%
RCAG
198
Rehmann Capital Advisory Group
Michigan
$3.04M +$118K +4,199 +4%
EC
199
Estate Counselors
Wisconsin
$2.98M – – –
SS
200
Sunbelt Securities
Texas
$2.93M +$2.93M +103,712 New
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