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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 %
BFM
376
Boston Financial Management
Massachusetts
$305K +$100K +4,042 +49%
CB
377
Chemical Bank
Michigan
$303K – – –
GSC
378
G&S Capital
Colorado
$296K – – –
EWMCB
379
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$291K +$7.18K +290 +3%
TSS
380
Two Sigma Securities
New York
$290K -$104K -4,196 -26%
RCA
381
Rowland Carmichael Advisors
Arizona
$286K -$4.54K -183 -2%
SVWA
382
Sound View Wealth Advisors
Georgia
$281K – – –
SG
383
StoneX Group
New York
$277K -$33.4K -1,350 -11%
SIC
384
Schwartz Investment Counsel
Michigan
$277K – – –
PWM
385
Perigon Wealth Management
California
$275K +$9.79K +400 +4%
AF
386
Aldebaran Financial
$273K +$9.93K +42 +4%
OC
387
Oarsman Capital
Wisconsin
$273K +$25.3K +1,025 +10%
BAM
388
Belpointe Asset Management
Nevada
$270K +$150K +6,069 +125%
JIC
389
Johnson Investment Counsel
Ohio
$268K +$11.9K +483 +5%
CIC
390
Cutler Investment Counsel
Oregon
$267K – – –
DBRC
391
D.B. Root & Company
Pennsylvania
$266K -$791 -32 -0.3%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$260K -$24.4K -983 -9%
ISL
393
Ingalls & Snyder LLC
New York
$258K +$24.7K +1,000 +11%
BAAM
394
Baker Avenue Asset Management
California
$257K -$30.2K -1,225 -11%
GW
395
GW & Wade
Massachusetts
$256K – – –
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$251K -$5.5K -220 -2%
FHB
397
First Hawaiian Bank
Hawaii
$250K – – –
VAS
398
Valicenti Advisory Services
New York
$248K – – –
PWM
399
PRW Wealth Management
Massachusetts
$248K – – –
LP
400
LGL Partners
Pennsylvania
$248K +$248K +10,000 New
14 15
16
17 18