IAU icon

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 %
LFG
526
LifePlan Financial Group
Ohio
$63K – – –
DSC
527
Duncker Streett & Co
Missouri
$62K – – –
MWC
528
MKD Wealth Coaches
Michigan
$59K -$30.7K -1,250 -34%
CCM
529
Cribstone Capital Management
Maine
$58K -$13.9K -565 -19%
EI
530
Ellevest Inc
New York
$57K +$28.6K +1,144 +101%
FWM
531
Focused Wealth Management
New York
$56K – – –
SIM
532
Sonora Investment Management
Arizona
$56K +$56K +2,281 New
GRP
533
Global Retirement Partners
California
$53K -$24.5K -1,000 -32%
AF
534
Allworth Financial
California
$53K -$4.79K -194 -8%
Group One Trading
535
Group One Trading
Illinois
$53K +$53K +2,123 New
ACA
536
Atlas Capital Advisors
Wyoming
$49.6K -$124 -5 -0.2%
IWMA
537
Ironwood Wealth Management (Arizona)
Arizona
$48K +$9.77K +393 +26%
ESB
538
Essex Savings Bank
Connecticut
$47K – – –
ADL
539
Asset Dedication LLC
California
$47K +$401 +16 +0.9%
1IA
540
1834 Investment Advisors
Wisconsin
$46K – – –
EWM
541
Elmwood Wealth Management
California
$45K -$22.3K -895 -33%
CLOS
542
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
FMP
543
Financial Management Professionals
Texas
$42K +$19.8K +800 +89%
CBT
544
Central Bank & Trust
Kentucky
$41K – – –
FA
545
Financial Advantage
Maryland
$40K -$1.6K -65 -4%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$39.9K +$22.6K +913 +130%
LFG
547
Larson Financial Group
Missouri
$39K +$674 +27 +2%
KFS
548
Kelly Financial Services
Massachusetts
$37.1K +$37.1K +1,500 New
IRC
549
Investors Research Corp
Georgia
$35K +$35K +1,425 New
FANJ
550
Financial Architects (New Jersey)
New Jersey
$34K -$26.8K -1,075 -44%
20 21
22
23 24