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
$1.2B
2
BlackRock
BlackRock
New York
$740M
3
FI
FormulaFolio Investments
Michigan
$83.7M
4
Morgan Stanley
Morgan Stanley
New York
$299M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$123M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$237K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.81M
3
IVA
International Value Advisers
$218M
4
Cohen & Steers
Cohen & Steers
New York
$30.9M
5
SEI Investments
SEI Investments
Pennsylvania
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
101
Nomura Asset Management
Japan
$6.64M +$5.57M +225,100 +521%
HighTower Advisors
102
HighTower Advisors
Illinois
$6.52M -$2.95M -119,542 -31%
AA
103
Ancora Advisors
Ohio
$6.2M +$764K +30,846 +14%
EPM
104
Elm Partners Management
Pennsylvania
$6.06M +$6.06M +244,661 New
CIBC World Market
105
CIBC World Market
Ontario, Canada
$5.65M -$636K -25,668 -10%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$5.44M -$1.19M -48,134 -18%
WMG
107
WESCAP Management Group
California
$5.39M +$255K +10,285 +5%
BWP
108
BSW Wealth Partners
Colorado
$5.22M +$780K +31,509 +18%
CIM
109
Confluence Investment Management
Missouri
$4.99M -$370K -14,946 -7%
GC
110
Gruss & Co
Florida
$4.95M +$4.95M +200,000 New
BC
111
Brinker Capital
Pennsylvania
$4.84M +$283K +11,432 +6%
Jane Street
112
Jane Street
New York
$4.83M +$4.08M +164,963 +545%
HNB
113
Huntington National Bank
Ohio
$4.83M -$5.69M – –
LWS
114
Lucia Wealth Services
California
$4.82M +$518K +20,924 +12%
HCM
115
Howland Capital Management
Massachusetts
$4.8M +$20.5K +826 +0.4%
BOS
116
Bingham Osborn & Scarborough
California
$4.79M -$44.5K -1,796 -0.9%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$4.51M +$664K +26,804 +17%
MWM
118
MinichMacGregor Wealth Management
New York
$4.36M +$1.36M +55,074 +45%
LNC
119
Lincoln National Corp
Pennsylvania
$4.17M +$3.27M +131,865 +360%
ICM
120
Intrepid Capital Management
Florida
$4.15M -$15K -605 -0.4%
WLIM
121
White Lighthouse Investment Management
Massachusetts
$4.05M +$289K +11,685 +8%
SIAG
122
Signet Investment Advisory Group
Rhode Island
$4.04M +$4.95K +200 +0.1%
BIAS
123
Beacon Investment Advisory Services
New Jersey
$4.02M +$425K +17,186 +12%
SIC
124
Sigma Investment Counselors
Michigan
$3.99M -$121K -4,905 -3%
IC
125
Iconiq Capital
California
$3.96M +$262K +10,583 +7%
3 4
5
6 7