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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 %
RIS
451
Retirement Income Solutions
Michigan
$171K -$22.5K -908 -12%
NIA
452
Northstar Investment Advisors
Colorado
$171K -$9.93K -400 -5%
FCCM
453
First City Capital Management
Georgia
$169K -$3.7K -150 -2%
B
454
Bridgeworth
Alabama
$168K – – –
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$167K -$201K -8,130 -55%
CA
456
Cambridge Advisors
Nebraska
$165K – – –
BA
457
Boston Advisors
Massachusetts
$164K +$164K +6,622 New
NF
458
Nikulski Financial
Iowa
$163K -$12.1K -491 -7%
RIA
459
Regal Investment Advisors
Michigan
$163K +$163K +6,592 New
FFN
460
Focus Financial Network
Minnesota
$163K +$163K +6,579 New
AAS
461
Avantax Advisory Services
Texas
$162K -$8.23K -332 -5%
DDPIC
462
Deroy & Devereaux Private Investment Counsel
Michigan
$161K – – –
TA
463
Tiedemann Advisors
New York
$157K -$9.45K -382 -6%
VA
464
Valmark Advisers
Ohio
$156K -$1.29K -52 -0.8%
STMM
465
South Texas Money Management
Texas
$156K – – –
SBWM
466
Sunflower Bank Wealth Management
Arizona
$156K +$23.4K +945 +18%
RJT
467
Raymond James Trust
Florida
$155K -$172K -6,953 -53%
SWM
468
SeaCrest Wealth Management
New York
$155K – – –
NPT
469
Nixon Peabody Trust
Massachusetts
$155K – – –
MPM
470
Meritage Portfolio Management
Kansas
$155K +$155K +6,255 New
PMFA
471
Plante Moran Financial Advisors
Michigan
$151K -$743 -30 -0.5%
BPWA
472
Beacon Pointe Wealth Advisors
California
$151K +$151K +6,129 New
Allianz Asset Management
473
Allianz Asset Management
Germany
$149K -$596K -24,000 -80%
CW
474
Cobiz Wealth
Colorado
$149K – – –
TCM
475
Telos Capital Management
California
$147K -$1.66K -67 -1%
17 18
19
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