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iShares Gold Trust
IAU

Overview Fund Activity

563 hedge funds and large institutions have $5.8B invested in iShares Gold Trust in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+12
Holders Change %
+2.18%
% of All Funds
12.91%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.92%
New
56
Increased
190
Reduced
156
Closed
38
Calls
$586K
Puts
$25K
Net Calls
+$561K
Net Calls Change
-$18.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$108M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$77.1M
4
Ameriprise
Ameriprise
Minnesota
+$31.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$30.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$358M
2
JPG
Jordan Park Group
California
-$105M
3
Bank of America
Bank of America
North Carolina
-$83.1M
4
IC
Iconiq Capital
California
-$23.4M
5
HNB
Huntington National Bank
Ohio
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$1.03M +$1.02M +42,420 +13,424%
Goldman Sachs
227
Goldman Sachs
New York
$1.02M -$118K -4,900 -10%
ACP
228
Aveo Capital Partners
Colorado
$1.02M +$441K +18,345 +77%
CA
229
Clearstead Advisors
Ohio
$1.01M +$2.04K +85 +0.2%
MHS
230
M Holdings Securities
Oregon
$993K -$37.2K -1,548 -4%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$968K +$3.08K +128 +0.3%
MLL
232
Moody Lynn & Lieberson
Massachusetts
$941K -$612K -26,020 -39%
PP
233
Palladium Partners
Virginia
$926K +$15.9K +662 +2%
ASN
234
Advisory Services Network
Georgia
$904K +$98.4K +4,194 +12%
TSW
235
Thompson Siegel & Walmsley
Virginia
$888K – – –
Neuberger Berman Group
236
Neuberger Berman Group
New York
$879K +$3.61K +150 +0.4%
GI
237
Glovista Investments
New Jersey
$879K +$14.5K +605 +2%
LSA
238
L & S Advisors
California
$869K – – –
LA
239
LexAurum Advisors
Kansas
$867K +$92K +3,830 +12%
Comerica Bank
240
Comerica Bank
Texas
$865K -$852K -36,218 -50%
PFP
241
Pinnacle Financial Partners
Tennessee
$865K +$529K +21,991 +157%
ECM
242
Evergreen Capital Management
Washington
$817K -$25.8K -1,075 -3%
HFP
243
Holistic Financial Partners
Indiana
$796K – – –
BAM
244
Belpointe Asset Management
Nevada
$775K -$26.5K -1,101 -3%
RFC
245
Regions Financial Corp
Alabama
$772K +$49.4K +2,056 +7%
BA
246
Ballew Advisors
Mississippi
$764K -$22.2K -925 -3%
PAG
247
Private Advisor Group
New Jersey
$763K -$801K -33,627 -51%
KLC
248
Knowledge Leaders Capital
Colorado
$752K +$233K +9,673 +45%
NPT
249
Nixon Peabody Trust
Massachusetts
$721K +$721K +30,007 New
UCFA
250
United Capital Financial Advisors
Texas
$720K +$23.6K +983 +3%
8 9
10
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