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iShares Gold Trust
IAU

Overview Fund Activity

479 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+20
Holders Change %
+4.36%
% of All Funds
11.96%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.27M
Net Calls Change
+$449K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.6M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$56M
3
HNB
Huntington National Bank
Ohio
-$21.2M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$721K +$193K +7,831 +36%
RFC
227
Regions Financial Corp
Alabama
$709K -$149K -6,053 -17%
SC
228
Stratford Consulting
Texas
$686K – – –
HB
229
Homrich & Berg
Georgia
$685K – – –
ACM
230
Azimuth Capital Management
Michigan
$681K -$209K -8,500 -23%
HF
231
HRT Financial
New York
$668K +$668K +27,149 New
CCT
232
Country Club Trust
Missouri
$626K -$4.23K -172 -0.7%
UCFA
233
United Capital Financial Advisors
Texas
$624K -$7.31K -297 -1%
BTS
234
BB&T Securities
Virginia
$612K -$27.5K -1,118 -4%
IIC
235
Integrated Investment Consultants
Michigan
$607K – – –
KL
236
KWMG LLC
Kansas
$595K -$1.72K -70 -0.3%
LNC
237
Lincoln National Corp
Pennsylvania
$585K +$163K +6,594 +38%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$568K -$383K -15,560 -40%
MWM
239
Merriman Wealth Management
Washington
$559K +$69.4K +2,820 +14%
IAA
240
Ironsides Asset Advisors
North Carolina
$550K – – –
CS
241
Comerica Securities
Michigan
$544K +$10.9K +443 +2%
HCM
242
Harvest Capital Management
New Hampshire
$542K – – –
SCI
243
S&CO Inc
Massachusetts
$516K -$11.7K -475 -2%
CPA
244
Clear Perspective Advisors
Illinois
$503K +$6.15K +250 +1%
BAAM
245
Baker Avenue Asset Management
California
$479K -$44.4K -1,803 -8%
FWIA
246
Fort Washington Investment Advisors
Ohio
$479K – – –
PHIMC
247
Private Harbour Investment Management & Counsel
Ohio
$476K – – –
BAS
248
Brown Advisory Securities
Maryland
$468K – – –
AWA
249
Arete Wealth Advisors
Illinois
$460K +$124K +5,037 +37%
SI
250
SII Investments
Wisconsin
$459K -$863K -35,178 -65%
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