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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 %
PC
276
Port Capital
Illinois
$544K – – –
SPC
277
Salient Private Client
Texas
$542K -$1.22K -48 -0.2%
BAS
278
Brown Advisory Securities
Maryland
$534K +$49K +1,919 +10%
SCI
279
S&CO Inc
Massachusetts
$533K – – –
CYG
280
Clean Yield Group
Vermont
$509K – – –
OFG
281
OmniStar Financial Group
North Carolina
$506K +$21.5K +847 +4%
FMWA
282
Forvis Mazars Wealth Advisors
Missouri
$500K +$344K +13,494 +220%
CPA
283
Clear Perspective Advisors
Illinois
$485K – – –
NPF
284
Norris Perne & French
Michigan
$471K +$1.07K +42 +0.2%
EFS
285
Essex Financial Services
Connecticut
$467K +$59.5K +2,335 +15%
PFM
286
Phillips Financial Management
Indiana
$462K – – –
PHIMC
287
Private Harbour Investment Management & Counsel
Ohio
$460K -$31.8K -1,250 -6%
CT
288
Cambridge Trust
Massachusetts
$451K -$450K – –
JWBC
289
J.W. Burns & Co
New York
$450K -$9.54K -375 -2%
OC
290
Oppenheimer & Co
New York
$446K +$14.4K +564 +3%
NFG
291
Nations Financial Group
Iowa
$441K +$13.3K +521 +3%
Kayne Anderson Rudnick Investment Management
292
Kayne Anderson Rudnick Investment Management
California
$438K – – –
HFS
293
HL Financial Services
Kentucky
$436K -$11K -432 -2%
FC
294
Fulcrum Capital
Washington
$418K -$12.7K -500 -3%
HDIM
295
Hanson & Doremus Investment Management
Vermont
$415K +$74.8K +2,941 +22%
Toronto Dominion Bank
296
Toronto Dominion Bank
Ontario, Canada
$413K – – –
LWAC
297
Laurel Wealth Advisors (California)
California
$411K – – –
AWA
298
Arete Wealth Advisors
Illinois
$405K +$58.2K +2,286 +17%
SCA
299
STALEY CAPITAL ADVISERS
Pennsylvania
$404K – – –
BIA
300
Bigelow Investment Advisors
Maine
$399K +$130K +5,100 +48%
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