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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 %
JWBC
351
J.W. Burns & Co
New York
$363K -$33.8K -1,363 -9%
AWM
352
Altavista Wealth Management
North Carolina
$357K +$38.4K +1,550 +12%
WCM
353
WealthBridge Capital Management
Ohio
$352K +$3.69K +150 +1%
BRWA
354
B. Riley Wealth Advisors
Florida
$351K +$223K +8,998 +174%
CA
355
Continuum Advisory
Idaho
$348K -$111K -4,494 -24%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$344K +$156K +6,311 +83%
AFNAS
357
American Financial Network Advisory Services
California
$338K -$45.5K -1,815 -12%
UR
358
USCA RIA
Texas
$333K – – –
GC
359
Grimes & Company
Massachusetts
$327K +$327K +13,206 New
RVPG
360
Relative Value Partners Group
$325K +$96.6K +3,900 +42%
DC
361
Davenport & Co
Virginia
$324K +$324K +13,088 New
CL
362
Choreo LLC
Illinois
$323K -$2.2K -89 -0.7%
BWM
363
BerganKDV Wealth Management
Minnesota
$323K -$645 -26 -0.2%
MWM
364
Merriman Wealth Management
Washington
$323K +$323K +13,050 New
CT
365
Cambridge Trust
Massachusetts
$319K -$317K – –
IC
366
Inverness Counsel
New York
$318K -$319K – –
VFA
367
Valeo Financial Advisors
Indiana
$318K +$2.47K +100 +0.8%
SAM
368
Shamrock Asset Management
Texas
$317K +$317K +12,797 New
JIC
369
Joel Isaacson & Co
New York
$310K – – –
RWMH
370
Riverpoint Wealth Management Holdings
Illinois
$310K – – –
5L
371
55I LLC
Massachusetts
$309K -$143K -5,785 -32%
HSA
372
Hussman Strategic Advisors
Maryland
$309K – – –
WSTAM
373
Wilbanks Smith & Thomas Asset Management
Virginia
$306K +$12.7K +514 +4%
CFG
374
Citizens Financial Group
Rhode Island
$306K +$145K +5,849 +90%
IIA
375
IPG Investment Advisors
California
$305K -$270K -10,889 -47%
13 14
15
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