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iShares Gold Trust
IAU

Overview Fund Activity

536 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+57
Holders Change %
+11.9%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$381M
2
CSIA
Charles Schwab Investment Advisory
California
+$138M
3
MB
Mizuho Bank
Japan
+$21.3M
4
Morgan Stanley
Morgan Stanley
New York
+$20.1M
5
Bank of America
Bank of America
North Carolina
+$19.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$77.6M
2
WIM
Windhaven Investment Management
Massachusetts
-$71.7M
3
HNB
Huntington National Bank
Ohio
-$27.9M
4
3AM
3EDGE Asset Management
Florida
-$20.5M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
$776K – – –
SFFS
227
Stonehage Fleming Financial Services
Jersey
$767K – – –
OIA
228
OneDigital Investment Advisors
Kansas
$739K – – –
NEAM
229
New England Asset Management
Connecticut
$738K – – –
TMAM
230
Tokio Marine Asset Management
Japan
$738K – – –
FWIA
231
Fort Washington Investment Advisors
Ohio
$726K +$238K +9,525 +49%
FAIM
232
Financial Advocates Investment Management
Washington
$716K +$716K +28,597 New
KA
233
Kovack Advisors
Florida
$714K -$121K -4,829 -14%
BIAS
234
Beacon Investment Advisory Services
New Jersey
$705K -$484K -19,371 -41%
FTUS
235
Flow Traders U.S.
New York
$700K +$700K +27,959 New
SC
236
Stratford Consulting
Texas
$697K – – –
HB
237
Homrich & Berg
Georgia
$696K – – –
AFP
238
Ausdal Financial Partners
Iowa
$693K -$92.7K -3,705 -12%
HF
239
HRT Financial
New York
$670K -$8.4K -336 -1%
VCWA
240
Vanguard Capital Wealth Advisors
Colorado
$655K +$655K +26,198 New
LA
241
LexAurum Advisors
Kansas
$642K +$642K +24,958 New
CCT
242
Country Club Trust
Missouri
$637K – – –
KPAG
243
KLS Professional Advisors Group
New York
$634K +$634K +25,350 New
AWM
244
AE Wealth Management
Kansas
$629K +$202K +8,069 +47%
BFM
245
Boston Financial Management
Massachusetts
$616K -$5.23M -209,116 -89%
UCFA
246
United Capital Financial Advisors
Texas
$616K -$18.9K -754 -3%
PAG
247
Private Advisor Group
New Jersey
$608K -$1.41M -55,755 -70%
KL
248
KWMG LLC
Kansas
$602K -$2.5K -100 -0.4%
WCM
249
Whitener Capital Management
North Carolina
$598K +$598K +23,918 New
ACM
250
Azimuth Capital Management
Michigan
$591K -$101K -4,050 -15%
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