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iShares Gold Trust
IAU

Overview Fund Activity

552 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$81.5M
2
Morgan Stanley
Morgan Stanley
New York
+$32.5M
3
AL
Arnhold LLC
New York
+$31.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$30.3M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
2
CSIA
Charles Schwab Investment Advisory
California
-$40M
3
Bank of America
Bank of America
North Carolina
-$28.3M
4
BlackRock
BlackRock
New York
-$16.4M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Palladium Partners
Virginia
$881K – – –
HCM
227
Harvest Capital Management
New Hampshire
$849K +$359K +15,690 +73%
TSW
228
Thompson Siegel & Walmsley
Virginia
$844K – – –
Neuberger Berman Group
229
Neuberger Berman Group
New York
$835K – – –
GI
230
Glovista Investments
New Jersey
$834K – – –
TFA
231
Transamerica Financial Advisors
Florida
$831K -$277K -12,126 -25%
LSA
232
L & S Advisors
California
$826K – – –
MHS
233
M Holdings Securities
Oregon
$817K -$128K -5,600 -14%
ECM
234
Evergreen Capital Management
Washington
$777K – – –
HFP
235
Holistic Financial Partners
Indiana
$757K – – –
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$757K +$103K +4,512 +16%
BA
237
Ballew Advisors
Mississippi
$751K – – –
PFP
238
Pinnacle Financial Partners
Tennessee
$741K -$82K -3,585 -10%
CB
239
Cadence Bank
Mississippi
$718K +$718K +31,394 New
WP
240
WealthSource Partners
California
$707K +$25.6K +1,120 +4%
KA
241
Kovack Advisors
Florida
$692K +$23.9K +1,047 +4%
AI
242
Atria Investments
North Carolina
$677K +$123K +5,362 +22%
NEAM
243
New England Asset Management
Connecticut
$674K – – –
TMAM
244
Tokio Marine Asset Management
Japan
$674K – – –
CA
245
Clearstead Advisors
Ohio
$669K -$291K -12,728 -30%
Comerica Bank
246
Comerica Bank
Texas
$666K -$200K -8,499 -23%
SFS
247
Sowell Financial Services
Arkansas
$660K -$21.1K -925 -3%
CAW
248
Cornerstone Advisors (Washington)
Washington
$653K – – –
UCFA
249
United Capital Financial Advisors
Texas
$647K -$37.3K -1,634 -5%
OC
250
Oppenheimer & Co
New York
$644K +$8.82K +386 +1%
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