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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 %
JFA
51
JNBA Financial Advisors
Minnesota
$14.8M +$25.4K +1,026 +0.2%
ST
52
Spinnaker Trust
Maine
$14.4M +$14.4M +583,396 New
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$14.1M -$1.03M -41,795 -7%
VCM
54
Vigilant Capital Management
Maine
$14.1M +$370K +14,946 +3%
TF
55
TIAA FSB
Florida
$13.8M +$5.42M +218,727 +65%
GMA
56
Goldstein Munger & Associates
California
$13.6M -$103K -4,180 -0.8%
SFSG
57
Stearns Financial Services Group
North Carolina
$13.4M +$1.07M +43,191 +9%
LPWM
58
Lake Point Wealth Management
Texas
$13.3M +$13.3M +491,414 +64,070%
FM
59
Foster & Motley
Ohio
$13.2M +$72.1K +2,910 +0.6%
NA
60
Nottingham Advisors
New York
$13.2M -$8.6M -334,377 -40%
MCG
61
MACRO Consulting Group
New Jersey
$12.4M -$993K -40,138 -7%
MML Investors Services
62
MML Investors Services
Massachusetts
$12.3M +$1.68M +67,892 +16%
MA
63
MUFG Americas
New York
$12.1M +$3.6M +145,409 +42%
HPWM
64
Highland Private Wealth Management
Washington
$12M +$243K +9,819 +2%
EWM
65
Evercore Wealth Management
New York
$11.8M +$536K +21,629 +5%
VCM
66
Verger Capital Management
North Carolina
$11.7M -$200K -8,070 -2%
Axa
67
Axa
France
$11.6M – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$11.2M +$779K +31,480 +7%
M&T Bank
69
M&T Bank
New York
$11.2M -$1.07M -43,259 -9%
QIM
70
Quest Investment Management
Oregon
$11.1M +$33.9K +1,368 +0.3%
Northern Trust
71
Northern Trust
Illinois
$10.9M -$2.35M -95,074 -18%
GC
72
Gibson Capital
Pennsylvania
$10.9M -$2.15M -87,098 -16%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$9.57M -$444K -17,951 -4%
FA
74
FDx Advisors
Illinois
$9.48M -$754K -30,473 -7%
JIR
75
James Investment Research
Ohio
$9.44M +$3.48M +140,487 +58%
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