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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 %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.25B -$130M -4,613,768 -9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.01B +$362M +12,846,408 +56%
CSIA
3
Charles Schwab Investment Advisory
California
$860M -$14.8M -525,914 -2%
Bank of America
4
Bank of America
North Carolina
$532M +$87.9M +3,117,708 +20%
Morgan Stanley
5
Morgan Stanley
New York
$475M +$120M +4,270,383 +34%
IVA
6
International Value Advisers
$313M +$77.3M +2,739,656 +33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$297M +$138M +4,901,097 +87%
PCA
8
Personal Capital Advisors
California
$232M +$8.82M +312,721 +4%
UBS Group
9
UBS Group
Switzerland
$212M +$24M +850,691 +13%
Wells Fargo
10
Wells Fargo
California
$180M +$24.2M +858,817 +16%
BA
11
Bridgewater Associates
Connecticut
$165M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$122M +$121M +4,277,563 +10,106%
Ameriprise
13
Ameriprise
Minnesota
$108M +$836K +29,599 +0.8%
Citigroup
14
Citigroup
New York
$97.8M +$95.1M +3,371,300 +3,448%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$95.7M -$12.2M -432,964 -11%
FI
16
FormulaFolio Investments
Michigan
$83.9M -$9.86M -349,798 -11%
FFA
17
First Foundation Advisors
California
$78.5M +$78.5M +2,783,708 New
RJA
18
Raymond James & Associates
Florida
$76M +$5.11M +181,123 +7%
CTC
19
Central Trust Company
Missouri
$71.3M +$2.39M +84,890 +3%
LPL Financial
20
LPL Financial
California
$69.9M +$18.2M +644,594 +35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$58.8M +$7.82M +277,209 +15%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$50.5M +$7.23M +256,538 +17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$50M +$25.5M +905,156 +104%
SI
24
Stephens Inc
Arkansas
$49.8M +$21.1M +747,460 +73%
MCM
25
Moon Capital Management
New York
$47.8M +$12.6K +446 +0%
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