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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 %
PHAM
201
Palisades Hudson Asset Management
Florida
$2.88M – – –
SBH
202
Segall Bryant & Hamill
Illinois
$2.87M -$21.2K -750 -0.7%
Citadel Advisors
203
Citadel Advisors
Florida
$2.86M +$737K +26,125 +35%
PAG
204
Private Advisor Group
New Jersey
$2.79M +$23.9K +846 +0.9%
OFW
205
Omnia Family Wealth
Florida
$2.76M +$1.33K +47 +0%
WF
206
Welch & Forbes
Massachusetts
$2.69M +$52K +1,846 +2%
BFA
207
Beaumont Financial Advisors
Massachusetts
$2.67M +$2.67M +94,538 New
Asset Management One
208
Asset Management One
Japan
$2.66M +$155K +5,500 +6%
GAM
209
Gould Asset Management
California
$2.65M +$301K +10,682 +13%
HW
210
Hamilton Wealth
California
$2.65M +$232K +8,237 +10%
EW
211
Evoke Wealth
California
$2.61M +$2.61M +92,558 New
WFG
212
Wills Financial Group
Virginia
$2.61M +$2.61M +92,500 New
LNC
213
Lincoln National Corp
Pennsylvania
$2.6M +$1.41M +50,089 +119%
ICM
214
Intrepid Capital Management
Florida
$2.59M -$955K -33,865 -27%
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$2.5M -$324K -11,500 -11%
AF
216
Advisornet Financial
Minnesota
$2.5M -$36.2K -1,285 -1%
SPC
217
Sigma Planning Corp
Michigan
$2.5M +$488K +17,298 +24%
KL
218
KGH Ltd
Bahamas
$2.45M +$2.45M +87,029 New
CA
219
Corrado Advisors
New Jersey
$2.43M +$2.43M +86,111 New
TPWA
220
TRUE Private Wealth Advisors
Oregon
$2.41M +$79.9K +2,835 +3%
JT
221
Jump Trading
Illinois
$2.37M +$2.37M +84,008 New
WC
222
Weil Company
California
$2.3M -$14.9K -527 -0.6%
BP
223
Ballentine Partners
Massachusetts
$2.3M +$425K +15,068 +23%
AWM
224
AE Wealth Management
Kansas
$2.27M +$623K +22,072 +38%
BAM
225
Belpointe Asset Management
Nevada
$2.24M -$15.8K -560 -0.7%
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