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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 %
NCM
76
Narwhal Capital Management
Georgia
$9.23M +$96.6K +3,900 +1%
ZF
77
Zhang Financial
Michigan
$9.09M +$252K +10,162 +3%
ASN
78
Advisory Services Network
Georgia
$9.07M +$8.9M +359,485 +5,390%
LWM
79
Lenox Wealth Management
Ohio
$8.81M +$62.3K +2,515 +0.7%
GG
80
GenWealth Group
New Jersey
$8.74M -$1.83M -74,422 -17%
CA
81
Cetera Advisors
Colorado
$8.54M +$161K +6,491 +2%
MD
82
Money Design
Japan
$8.47M +$1.22M +49,472 +17%
LWA
83
Lowe Wealth Advisors
Maryland
$8.39M +$125K +5,067 +2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$8.32M -$3.16M -127,778 -28%
BL
85
BCWM LLC
Kansas
$8.17M +$1.4M +56,675 +21%
BFO
86
Biltmore Family Office
North Carolina
$8.01M +$327K +13,212 +4%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$7.94M -$797K -32,186 -9%
MSL
88
Mackay Shields LLC
New York
$7.77M – – –
FT
89
Fiduciary Trust
Massachusetts
$7.5M -$430K -17,385 -5%
FIM
90
Freedom Investment Management
Connecticut
$7.48M +$3.89M +156,984 +108%
TFCP
91
Twin Focus Capital Partners
Massachusetts
$7.47M +$28.5K +1,150 +0.4%
SC
92
Sagil Capital
United Kingdom
$7.43M +$3.71M +150,000 +100%
VCM
93
Versant Capital Management
Arizona
$7.41M -$186K -7,502 -2%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$7.35M +$82.7K +3,339 +1%
Invesco
95
Invesco
Georgia
$7.3M – – –
TD Asset Management
96
TD Asset Management
Ontario, Canada
$7.08M +$652K +25,759 +10%
CCM
97
Covington Capital Management
California
$7.07M +$290K +11,722 +4%
PAG
98
Pinnacle Advisory Group
Maryland
$6.97M -$4.88M -196,985 -41%
LFA
99
Legend Financial Advisors
Pennsylvania
$6.82M +$6.82M +275,543 New
WIP
100
Wellesley Investment Partners
Massachusetts
$6.65M -$224K -9,063 -3%
2 3
4
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