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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 %
WP
251
WealthSource Partners
California
$716K -$25.3K -1,051 -3%
NEAM
252
New England Asset Management
Connecticut
$709K – – –
TMAM
253
Tokio Marine Asset Management
Japan
$709K – – –
KA
254
Kovack Advisors
Florida
$702K +$18.4K +766 +3%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$687K +$336K +13,979 +96%
CAW
256
Cornerstone Advisors (Washington)
Washington
$687K +$658K +27,374 +2,275%
SFS
257
Sowell Financial Services
Arkansas
$682K -$113K -4,927 -14%
SC
258
Stratford Consulting
Texas
$670K – – –
OC
259
Oppenheimer & Co
New York
$668K +$247K +10,278 +59%
HB
260
Homrich & Berg
Georgia
$665K -$3.97K -165 -0.6%
Deutsche Bank
261
Deutsche Bank
Germany
$656K -$15.7K -654 -2%
AWM
262
AE Wealth Management
Kansas
$655K -$181K -7,548 -22%
FWIA
263
Fort Washington Investment Advisors
Ohio
$650K -$70K -2,911 -10%
GXMC
264
Global X Management Company
New York
$643K +$643K +26,745 New
JT
265
Jump Trading
Illinois
$627K +$627K +26,062 New
VFA
266
Voya Financial Advisors
Connecticut
$626K -$152K -6,368 -20%
CCT
267
Country Club Trust
Missouri
$608K -$4.16K -173 -0.7%
KPAG
268
KLS Professional Advisors Group
New York
$601K – – –
IIC
269
Integrated Investment Consultants
Michigan
$601K – – –
MA
270
Mutual Advisors
Nebraska
$596K +$20.6K +857 +4%
OIA
271
OneDigital Investment Advisors
Kansas
$595K -$116K -4,822 -16%
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$588K – – –
AI
273
Atria Investments
North Carolina
$583K +$18.6K +776 +3%
KL
274
KWMG LLC
Kansas
$559K -$17.7K -734 -3%
BIAS
275
Beacon Investment Advisory Services
New Jersey
$556K -$113K -4,685 -17%
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