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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 %
PA
426
PFG Advisors
Arizona
$197K -$15K -611 -7%
AIA
427
Arbor Investment Advisors
North Carolina
$195K -$8.9K -359 -4%
IFA
428
Interactive Financial Advisors
Illinois
$195K +$28.5K +1,150 +17%
RIG
429
Roosevelt Investment Group
New York
$193K – – –
SS
430
Sunbelt Securities
Texas
$193K +$193K +7,794 New
SEIA
431
Signature Estate & Investment Advisors
California
$192K -$7.43K -300 -4%
EWA
432
EP Wealth Advisors
California
$192K +$173 +7 +0.1%
BPC
433
Banque Pictet & Cie
Switzerland
$192K +$192K +7,751 New
HW
434
Hancock Whitney
Mississippi
$191K – – –
UFF
435
USA Financial Formulas
Michigan
$188K -$313K -12,652 -62%
MC
436
Moors & Cabot
Massachusetts
$188K – – –
HFS
437
HL Financial Services
Kentucky
$187K -$8.63K -348 -4%
S
438
SignatureFD
Georgia
$186K +$14.3K +576 +8%
DWM
439
Dorchester Wealth Management
Quebec, Canada
$186K +$186K +7,500 New
BWM
440
Brickley Wealth Management
California
$186K +$186K +7,500 New
B
441
Bellecapital
Switzerland
$184K – – –
SHWM
442
Smith & Howard Wealth Management
Georgia
$181K – – –
MCM
443
Manchester Capital Management
Vermont
$180K +$180K +7,250 New
WWM
444
Western Wealth Management
Colorado
$178K +$4.9K +197 +3%
KJHP
445
K.J. Harrison & Partners
Ontario, Canada
$178K +$178K +7,173 New
SYBT
446
Stock Yards Bank & Trust
Kentucky
$177K -$4.84K -195 -3%
DS
447
DRW Securities
Illinois
$177K +$177K +7,157 New
ITIM
448
Indiana Trust & Investment Management
Indiana
$176K -$12.4K -500 -7%
PG
449
Patten Group
Tennessee
$173K -$868 -35 -0.5%
PPA
450
Parametric Portfolio Associates
Washington
$172K +$12.1K +487 +8%
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