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iShares Gold Trust
IAU

Overview Fund Activity

611 hedge funds and large institutions have $6.74B invested in iShares Gold Trust in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 222 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+22
Holders Change %
+3.74%
% of All Funds
13.25%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1%
New
73
Increased
222
Reduced
175
Closed
40
Calls
$2.59M
Puts
$15K
Net Calls
+$2.58M
Net Calls Change
-$113K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$282M
2
BlackRock
BlackRock
New York
+$117M
3
FI
FormulaFolio Investments
Michigan
+$83.6M
4
Morgan Stanley
Morgan Stanley
New York
+$54.6M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$44.5M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$50.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$31M
3
IVA
International Value Advisers
-$16.8M
4
Cohen & Steers
Cohen & Steers
New York
-$16.5M
5
SEI Investments
SEI Investments
Pennsylvania
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
301
BB&T Securities
Virginia
$562K -$36.3K -1,466 -6%
AWM
302
AE Wealth Management
Kansas
$555K -$337K -13,614 -38%
LWM
303
Liberty Wealth Management
California
$552K +$12.4K +500 +2%
RAM
304
Riggs Asset Management
Pennsylvania
$547K +$8.59K +347 +2%
MBT
305
Montecito Bank & Trust
California
$543K +$543K +21,946 New
HCIA
306
Hochman Cole Investment Advisors
Illinois
$541K +$100K +4,055 +23%
PC
307
Port Capital
Illinois
$529K – – –
Kayne Anderson Rudnick Investment Management
308
Kayne Anderson Rudnick Investment Management
California
$526K +$11.9K +481 +2%
RFC
309
Regions Financial Corp
Alabama
$526K +$46.2K +1,866 +10%
OFG
310
OmniStar Financial Group
North Carolina
$508K +$22.8K +920 +5%
JWS
311
Juncture Wealth Strategies
Arizona
$499K +$272K +10,995 +120%
WAS
312
WESPAC Advisors SoCal
California
$496K +$496K +20,050 New
PFM
313
Phillips Financial Management
Indiana
$478K – – –
FPCP
314
Fort Point Capital Partners
California
$472K -$320K -12,944 -40%
CPA
315
Clear Perspective Advisors
Illinois
$472K – – –
OWD
316
Osborn Williams & Donohoe
Ohio
$472K +$472K +19,060 New
FAAS
317
First Allied Advisory Services
California
$469K +$4.28K +171 +0.9%
IAA
318
Ironsides Asset Advisors
North Carolina
$466K – – –
OIA
319
OneDigital Investment Advisors
Kansas
$460K -$143K -5,789 -24%
HSA
320
HBK Sorce Advisory
Pennsylvania
$460K -$22.6K -912 -5%
RIA
321
Realta Investment Advisors
Delaware
$460K +$460K +18,797 New
NPF
322
Norris Perne & French
Michigan
$455K – – –
AIM
323
Advantage Investment Management
Iowa
$444K +$79.2K +3,198 +22%
TYCC
324
Texas Yale Capital Corp
Florida
$436K +$217K +8,775 +99%
BAS
325
Brown Advisory Securities
Maryland
$434K -$50.4K -2,037 -10%
11 12
13
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