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 %
PAG
176
Private Advisor Group
New Jersey
$2.33M +$312K +12,615 +16%
WF
177
Welch & Forbes
Massachusetts
$2.32M -$29.9K -1,208 -1%
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$2.3M – – –
KWM
179
Kingsview Wealth Management
Oregon
$2.21M +$1.38M +55,833 +167%
AF
180
Advisornet Financial
Minnesota
$2.16M +$13.4K +540 +0.6%
Citigroup
181
Citigroup
New York
$2.16M -$3K -121 -0.1%
GAM
182
Gould Asset Management
California
$2.06M +$33.9K +1,369 +2%
UAS
183
United Asset Strategies
New York
$2.04M -$1.7M -68,833 -45%
William Blair & Company
184
William Blair & Company
Illinois
$2.04M +$105K +4,257 +5%
RFO
185
RiverGlades Family Offices
Florida
$2.03M +$2.03M +81,923 New
PC
186
Permanens Capital
New York
$2.03M -$27K -1,092 -1%
WC
187
Weil Company
California
$1.99M +$220K +8,900 +12%
OCM
188
One Capital Management
California
$1.99M -$38.9K -1,570 -2%
FSA
189
Financial Services Advisory
Maryland
$1.98M -$2.37M -95,637 -54%
CWM
190
Cornerstone Wealth Management
Missouri
$1.97M +$23.6K +549 +1%
SPIA
191
Steward Partners Investment Advisory
New York
$1.96M +$750K +30,303 +62%
BF
192
BOK Financial
Oklahoma
$1.95M -$216K -8,718 -10%
IAA
193
Independent Advisor Alliance
North Carolina
$1.87M -$28.8K -1,164 -2%
OAM
194
Oppenheimer Asset Management
New York
$1.86M -$45.2K -1,826 -2%
FCIM
195
Fairview Capital Investment Management
California
$1.86M +$208K +8,400 +13%
VHAM
196
Van Hulzen Asset Management
California
$1.85M -$978K -39,496 -35%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$1.81M -$31M -1,250,101 -94%
FAIM
198
Financial Advocates Investment Management
Washington
$1.77M +$915K +36,957 +107%
Asset Management One
199
Asset Management One
Japan
$1.77M +$297K +12,000 +20%
WTC
200
WhitTier Trust Company
Nevada
$1.73M +$234K +9,460 +16%
6 7
8
9 10