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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 %
RCC
501
Red Cedar Capital
Nebraska
$114K – – –
APSP
502
Asset Planning Services (Pennsylvania)
Pennsylvania
$111K – – –
BEAM
503
Baker Ellis Asset Management
Washington
$111K +$111K +4,500 New
CFGS
504
Concourse Financial Group Securities
Alabama
$106K +$20.3K +822 +24%
BWA
505
BDO Wealth Advisors
Florida
$105K – – –
BBPWM
506
Blue Bell Private Wealth Management
Pennsylvania
$104K – – –
Barclays
507
Barclays
United Kingdom
$103K +$31.1K +1,251 +43%
SMG
508
Spectrum Management Group
Indiana
$100K – – –
CFB
509
Cullen/Frost Bankers
Texas
$100K +$100K +4,046 New
WF
510
WealthTrust Fairport
Ohio
$96K +$96K +3,897 New
WPA
511
West Paces Advisors
Georgia
$95.3K – – –
FHA
512
Flagship Harbor Advisors
Massachusetts
$95K +$7.41K +300 +8%
AIC
513
Ameritas Investment Company
Nebraska
$95K +$95K +3,826 New
SSB
514
Sandy Spring Bank
Maryland
$93K -$29.2K -1,175 -24%
PCG
515
Private Capital Group
Connecticut
$89K -$18.6K -752 -17%
CAC
516
Certified Advisory Corp
Florida
$88K -$6.22K -250 -7%
KL
517
KWMG LLC
Kansas
$81K -$248K -9,969 -75%
SMFS
518
Squar Milner Financial Services
California
$81K +$39.7K +1,619 +96%
SHIM
519
Stone House Investment Management
Pennsylvania
$79K +$79K +3,194 New
GSWM
520
Golden State Wealth Management
California
$78K +$78K +3,135 New
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.6K -$6.19K -250 -8%
SWP
522
Strategic Wealth Partners
Ohio
$73K +$72.8K +2,977 +29,770%
TRCT
523
Tower Research Capital (TRC)
New York
$72K +$69.5K +2,800 +2,800%
DOA
524
D'Orazio & Associates
Virginia
$71K – – –
TFGT
525
TS Financial Group (TSFG)
Illinois
$68K +$68K +2,755 New
19 20
21
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