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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
$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 %
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.2B +$282M +11,373,969 +31%
BlackRock
2
BlackRock
New York
$740M +$117M +4,728,241 +19%
CSIA
3
Charles Schwab Investment Advisory
California
$695M +$5.13M +207,214 +0.7%
Bank of America
4
Bank of America
North Carolina
$374M +$25.7M +1,037,438 +7%
Morgan Stanley
5
Morgan Stanley
New York
$299M +$54.6M +2,204,886 +22%
IVA
6
International Value Advisers
$218M -$16.8M -677,505 -7%
PCA
7
Personal Capital Advisors
California
$182M +$10.5M +424,402 +6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$153M +$25.9M +1,045,321 +20%
UBS Group
9
UBS Group
Switzerland
$148M +$5.19M +209,807 +4%
BA
10
Bridgewater Associates
Connecticut
$144M +$3.63M +146,717 +3%
Wells Fargo
11
Wells Fargo
California
$132M +$25.4M +1,024,544 +24%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$130M +$44.1M +1,776,247 +51%
FTIOP
13
Fiduciary Trust International of Pennsylvania
Pennsylvania
$123M +$44.5M +152,475 +57%
Ameriprise
14
Ameriprise
Minnesota
$98.1M +$15M +605,695 +18%
FI
15
FormulaFolio Investments
Michigan
$83.7M +$83.6M +3,376,174 +55,547%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$74.3M – – –
CTC
17
Central Trust Company
Missouri
$59.9M +$10.1M +406,012 +20%
RJA
18
Raymond James & Associates
Florida
$42.4M +$10.5M +426,016 +33%
MCM
19
Moon Capital Management
New York
$42.3M -$492K -19,882 -1%
FTI
20
Fiduciary Trust International
Massachusetts
$42.2M +$3.99M +156,593 +10%
LPL Financial
21
LPL Financial
California
$38.5M +$1.12M +45,382 +3%
AL
22
Arnhold LLC
New York
$35.8M – – –
GLI
23
Guardian Life Insurance
New York
$34.8M +$1.89M +76,152 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$34.6M +$11.9M +482,629 +53%
PSUF
25
People's United Financial
Connecticut
$33.3M +$309K +12,478 +0.9%
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