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iShares Gold Trust
IAU

Overview Fund Activity

551 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$316M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
3
CSIA
Charles Schwab Investment Advisory
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$126M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$48.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$30.4M
2
MB
Mizuho Bank
Japan
-$21.3M
3
Morgan Stanley
Morgan Stanley
New York
-$16.8M
4
HPWM
Highland Private Wealth Management
Washington
-$9.65M
5
MP
Manifold Partners
California
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$927K -$5.09K -200 -0.5%
LSA
227
L & S Advisors
California
$920K – – –
GI
228
Glovista Investments
New Jersey
$915K – – –
ECM
229
Evergreen Capital Management
Washington
$893K +$25.5K +1,000 +3%
AWM
230
AE Wealth Management
Kansas
$886K +$246K +9,674 +38%
ASN
231
Advisory Services Network
Georgia
$875K +$24.7K +970 +3%
SFS
232
Sowell Financial Services
Arkansas
$870K -$87.7K -3,500 -9%
BAM
233
Belpointe Asset Management
Nevada
$849K +$506K +19,876 +148%
TSS
234
Two Sigma Securities
New York
$848K +$463K +18,175 +120%
HFP
235
Holistic Financial Partners
Indiana
$843K – – –
BA
236
Ballew Advisors
Mississippi
$832K -$1.17K -46 -0.1%
VFA
237
Voya Financial Advisors
Connecticut
$828K -$577K -22,651 -41%
BP
238
Ballentine Partners
Massachusetts
$827K – – –
LA
239
LexAurum Advisors
Kansas
$821K +$186K +7,296 +29%
PPA
240
Parametric Portfolio Associates
Washington
$818K +$818K +32,148 New
Bessemer Group
241
Bessemer Group
New Jersey
$789K – – –
WP
242
WealthSource Partners
California
$785K +$785K +30,849 New
RFC
243
Regions Financial Corp
Alabama
$765K -$142K -5,577 -16%
FWIA
244
Fort Washington Investment Advisors
Ohio
$763K +$24.4K +960 +3%
CCM
245
Crabel Capital Management
California
$759K +$759K +29,827 New
OIA
246
OneDigital Investment Advisors
Kansas
$753K +$1.15K +45 +0.2%
NEAM
247
New England Asset Management
Connecticut
$751K – – –
TMAM
248
Tokio Marine Asset Management
Japan
$751K – – –
UCFA
249
United Capital Financial Advisors
Texas
$737K +$111K +4,351 +18%
Citigroup
250
Citigroup
New York
$726K -$88.9K -3,490 -11%
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