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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 %
EWA
626
Evolution Wealth Advisors
Florida
– -$201K -8,168 Closed
Wolverine Trading
627
Wolverine Trading
Illinois
– -$191K -7,778 Closed
WCM
628
Weatherstone Capital Management
Colorado
– -$163K -7,146 Closed
UWM
629
USAdvisors Wealth Management
Minnesota
– -$164K -6,669 Closed
EWM
630
Empirical Wealth Management
Washington
– -$155K -6,302 Closed
BCM
631
Brookstone Capital Management
Illinois
– -$148K -6,023 Closed
SCA
632
Snowden Capital Advisors
New York
– -$144K -5,854 Closed
PG
633
Proffitt & Goodson
Tennessee
– -$144K -5,849 Closed
IAS
634
IMA Advisory Services
Colorado
– -$135K -5,500 Closed
GC
635
Garde Capital
Washington
– -$126K -5,133 Closed
B
636
Brightworth
Georgia
– -$124K -5,064 Closed
PGFC
637
Peapack-Gladstone Financial Corp
New Jersey
– -$124K -5,050 Closed
GCA
638
Guardian Capital Advisors
Ontario, Canada
– -$156K -5,000 Closed
PA
639
Perennial Advisors
New York
– -$108K -4,390 Closed
FFW
640
Fusion Family Wealth
New York
– -$51K -2,079 Closed
LFASL
641
Lugano Financial Advisors SA (LFA)
Switzerland
– -$44K -1,910 Closed
CA
642
Claro Advisors
Massachusetts
– -$34K -1,500 Closed
EWA
643
ERTS Wealth Advisors
Michigan
– -$18K -750 Closed
LNB
644
Ledyard National Bank
– -$9K -383 Closed
WPW
645
Winthrop Partners - WNY
New York
– -$7.37K -300 Closed
CA
646
Crewe Advisors
Utah
– -$6K -258 Closed
MLL
647
Moody Lynn & Lieberson
Massachusetts
– -$6K -250 Closed
RCG
648
Ruggie Capital Group
Florida
– -$5K -221 Closed
GWMIA
649
Global Wealth Management Investment Advisory
Florida
– -$5K -192 Closed
MOS
650
MGO One Seven
Ohio
– -$3K -143 Closed
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