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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 %
DAS
201
Dynamic Advisor Solutions
Arizona
$1.72M +$47.6K +1,924 +3%
MCM
202
Mengis Capital Management
Oregon
$1.7M +$17.3K +700 +1%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$1.69M +$620K +25,028 +58%
RT
204
Rockland Trust
Massachusetts
$1.67M – – –
LS
205
Lattice Strategies
Pennsylvania
$1.67M -$32.4K -1,309 -2%
BP
206
Ballentine Partners
Massachusetts
$1.65M +$300K +12,125 +22%
ONB
207
Old National Bancorp
Indiana
$1.63M +$161K +6,483 +11%
FSA
208
Financial Sense Advisors
California
$1.6M – – –
M
209
MOTCO
Texas
$1.6M +$51K +2,061 +3%
PCTC
210
Perkins Coie Trust Company
Washington
$1.6M – – –
AWM
211
Avior Wealth Management
Nebraska
$1.58M +$140K +5,673 +10%
WDL
212
Well Done LLC
Michigan
$1.58M +$172K +6,960 +12%
CWM
213
Centric Wealth Management
Illinois
$1.57M +$1.22M +49,345 +355%
SAM
214
SignalPoint Asset Management
Missouri
$1.55M -$2.03K -82 -0.1%
F
215
Filament
Washington
$1.54M -$3.44K -139 -0.2%
AA
216
Alesco Advisors
New York
$1.52M -$87.9K -3,550 -5%
BRM
217
Boston Research & Management
Massachusetts
$1.51M +$16.1K +650 +1%
NL
218
NVWM LLC
Pennsylvania
$1.51M -$52K -2,100 -3%
PHS
219
Pekin Hardy Strauss
Illinois
$1.49M -$24.8K -1,000 -2%
HW
220
Hamilton Wealth
California
$1.49M +$388K +15,680 +35%
SA
221
Sunesis Advisors
Kansas
$1.47M – – –
MA
222
Mutual Advisors
Nebraska
$1.45M +$304K +12,298 +27%
RWA
223
RGT Wealth Advisors
Texas
$1.41M – – –
CCM
224
Courage Capital Management
Tennessee
$1.39M – – –
NPP
225
New Potomac Partners
Maryland
$1.38M – – –
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