IAU icon

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 %
JCM
401
Jacobi Capital Management
Pennsylvania
$245K +$2.47K +100 +1%
VCWA
402
Vanguard Capital Wealth Advisors
Colorado
$243K -$407K -16,500 -63%
AssetMark Inc
403
AssetMark Inc
California
$237K -$50.5M -2,040,991 -100%
BS
404
Boenning & Scattergood
Pennsylvania
$236K -$138K -5,575 -37%
CG
405
Colony Group
Massachusetts
$233K – – –
BMA
406
Brooks Moore & Associates
Tennessee
$233K – – –
NRS
407
Neville Rodie & Shaw
New York
$233K +$233K +9,400 New
DBT
408
Dubuque Bank & Trust
Iowa
$232K – – –
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$231K – – –
HWA
410
Hillcrest Wealth Advisors
New Jersey
$230K -$361K -14,588 -61%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$229K -$396K -15,975 -63%
VC
412
Vicus Capital
Pennsylvania
$228K -$3.96M -159,964 -95%
LPT
413
Legacy Private Trust
Wisconsin
$226K – – –
WT
414
Washington Trust
Rhode Island
$223K – – –
CSIC
415
Clifford Swan Investment Counsel
California
$221K – – –
CFA
416
Carroll Financial Associates
North Carolina
$221K +$2.1K +85 +1%
CA
417
Commerzbank Aktiengesellschaft
Germany
$219K -$188K -8,299 -46%
FTC
418
Farmers Trust Company
Ohio
$218K – – –
HCM
419
Hollencrest Capital Management
California
$217K +$817 +33 +0.4%
GWA
420
Guidant Wealth Advisors
Illinois
$211K +$211K +8,525 New
BEI
421
Benjamin Edwards Inc
Missouri
$211K +$211K +8,537 New
FPFS
422
First Personal Financial Services
North Carolina
$209K – – –
CMO
423
Covenant Multifamily Offices
Texas
$204K -$306K -12,380 -60%
LBD
424
Landsberg Bennett & Dubbaneh
Florida
$199K – – –
SIAM
425
Sterling Investment Advisors (Missouri)
Missouri
$198K – – –
15 16
17
18 19