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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 %
BIA
326
Bigelow Investment Advisors
Maine
$429K +$47.5K +1,918 +12%
SCI
327
S&CO Inc
Massachusetts
$424K +$8.79K +355 +2%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$424K +$88.3K +3,571 +26%
SF
329
Synovus Financial
Georgia
$422K -$14.8K -597 -3%
LWAC
330
Laurel Wealth Advisors (California)
California
$421K – – –
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$413K -$34.8K -1,405 -8%
NFG
332
Nations Financial Group
Iowa
$413K -$6.91K -279 -2%
AWA
333
Arete Wealth Advisors
Illinois
$412K +$19.1K +773 +5%
EVM
334
Eaton Vance Management
Massachusetts
$407K +$24.8K +1,000 +6%
CPA
335
Capital Planning Advisors
California
$406K +$193K +7,800 +91%
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
$402K – – –
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$399K +$399K +16,113 New
PWP
338
Principle Wealth Partners
Connecticut
$396K – – –
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$396K +$2.5K +101 +0.6%
GTAM
340
Global Trust Asset Management
Florida
$395K -$10.4K -420 -3%
BO
341
Bank OZK
Arkansas
$394K +$7.19K +290 +2%
PHIMC
342
Private Harbour Investment Management & Counsel
Ohio
$392K -$4.95K -200 -1%
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$388K +$188K +7,602 +94%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383K +$248K +10,000 +183%
GVAG
345
Great Valley Advisor Group
Delaware
$379K – – –
AllianceBernstein
346
AllianceBernstein
Tennessee
$379K +$52.3K +2,111 +16%
KLC
347
Knowledge Leaders Capital
Colorado
$375K +$5.48K +221 +1%
TFO
348
Tarbox Family Office
California
$371K – – –
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$371K +$371K +15,000 New
IA
350
IFG Advisory
Georgia
$366K +$20.1K +810 +6%
12 13
14
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