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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$33.1M +$1.14M +46,071 +4%
TAM
27
Tocqueville Asset Management
New York
$31.9M +$144K +5,815 +0.5%
Deutsche Bank
28
Deutsche Bank
Germany
$31.8M -$2.76M -111,671 -8%
EIM
29
Elephas Investment Management
Hong Kong
$31.6M – – –
Cohen & Steers
30
Cohen & Steers
New York
$30.9M -$16.5M -668,000 -35%
AIS
31
American Investment Services
Massachusetts
$29.5M -$1.52M -61,218 -5%
B
32
Bailard
California
$29.2M -$260K -10,501 -0.9%
3AM
33
3EDGE Asset Management
Florida
$28.8M -$7.95M -321,267 -22%
SEI Investments
34
SEI Investments
Pennsylvania
$28.3M -$14.2M -573,800 -33%
Stifel Financial
35
Stifel Financial
Missouri
$27.2M -$912K -36,606 -3%
RBA
36
Richard Bernstein Advisors
New York
$25.6M +$4.99M +201,478 +24%
PCP
37
Proficio Capital Partners
Massachusetts
$24.6M +$18.4M +743,181 +299%
SI
38
Stephens Inc
Arkansas
$24M +$23.8M +959,659 +9,222%
NFG
39
Nadler Financial Group
Illinois
$22.7M +$21.9M +883,330 +2,623%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$21.7M +$18.6M +752,822 +610%
PCIG
41
Partners Capital Investment Group
Massachusetts
$20.5M – – –
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$19.4M +$47.7K +1,925 +0.2%
GI
43
Gradient Investments
Minnesota
$17.6M -$3.01M -121,401 -15%
CCM
44
Coldstream Capital Management
Washington
$17.3M +$343K +13,846 +2%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$16.6M +$2.28M +92,218 +16%
FCB
46
First Command Bank
Texas
$16.6M +$410K +16,553 +3%
FCFS
47
First Command Financial Services
Texas
$16.6M +$410K +16,553 +3%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.1M +$14.4M +581,837 +843%
MSWM
49
Mader & Shannon Wealth Management
Missouri
$15.8M +$129K +5,209 +0.8%
CC
50
Cadinha & Co
Hawaii
$14.8M +$512K +20,668 +4%
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