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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 %
FNT
476
First National Trust
Pennsylvania
$147K – – –
EFSCE
477
Enterprise Financial Services Corp (EFSC)
Missouri
$145K +$145K +5,858 New
AWM
478
Altium Wealth Management
New York
$143K +$918 +37 +0.6%
Comerica Bank
479
Comerica Bank
Texas
$141K -$58.2K -2,335 -29%
OPTFSNA
480
Old Point Trust & Financial Services N A
Virginia
$141K -$11.2K -450 -7%
WBC
481
West Branch Capital
Massachusetts
$139K – – –
CM
482
Columbus Macro
Pennsylvania
$138K +$138K +5,562 New
MAU
483
MRA Associates USA
Arizona
$137K +$23.1K +935 +20%
JG
484
Jefferies Group
New York
$137K -$109K -4,400 -44%
BO
485
BRR OpCo
Ohio
$136K +$136K +5,502 New
LDFR
486
Lehman & Derafelo Financial Resources
Pennsylvania
$135K – – –
WAG
487
Winthrop Advisory Group
Massachusetts
$134K -$5.25K -211 -4%
Lido Advisors
488
Lido Advisors
California
$134K – – –
SFS
489
Strategic Financial Services
New York
$132K – – –
LWA
490
Lenox Wealth Advisors
New York
$131K – – –
ATC
491
Argent Trust Co
Tennessee
$130K -$5.99K -243 -4%
FIM
492
Frontier Investment Management
Texas
$129K -$49K -1,985 -28%
PA
493
Pinnacle Associates
New York
$129K +$129K +5,217 New
FCH
494
Freestone Capital Holdings
Washington
$128K -$49.5K -2,000 -28%
OIA
495
Optimum Investment Advisors
Illinois
$128K – – –
WCG
496
Weaver Consulting Group
California
$128K +$128K +5,019 New
GWM
497
Geneos Wealth Management
Colorado
$127K -$1.85K -75 -1%
AFG
498
Arkansas Financial Group
Arkansas
$125K -$3.06K -124 -2%
LSC
499
Lesa Sroufe & Co
Washington
$124K – – –
BAM
500
Barrett Asset Management
New York
$122K – – –
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