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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 %
FCBT
276
First Citizens Bank & Trust
North Carolina
$554K – – –
WCM
277
Whitener Capital Management
North Carolina
$553K +$5.96K +248 +1%
GTAM
278
Global Trust Asset Management
Florida
$552K -$2.24K -93 -0.4%
BTS
279
BB&T Securities
Virginia
$546K -$961 -40 -0.2%
HF
280
HRT Financial
New York
$537K -$363K -15,127 -40%
HCM
281
Harvest Capital Management
New Hampshire
$516K -$13.4K -555 -3%
PC
282
Port Capital
Illinois
$513K – – –
SPC
283
Salient Private Client
Texas
$512K – – –
BAS
284
Brown Advisory Securities
Maryland
$503K – – –
FCIM
285
Fairview Capital Investment Management
California
$493K -$81.4K -3,388 -14%
CS
286
Comerica Securities
Michigan
$488K -$27.4K -1,140 -5%
CAG
287
Csenge Advisory Group
Florida
$481K +$108K +4,475 +29%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$472K – – –
SS
289
Simplicity Solutions
Minnesota
$460K -$65.4K -2,727 -12%
CPA
290
Clear Perspective Advisors
Illinois
$458K – – –
OFG
291
OmniStar Financial Group
North Carolina
$454K -$23.9K -996 -5%
IAA
292
Ironsides Asset Advisors
North Carolina
$453K -$84.2K -3,500 -16%
NPF
293
Norris Perne & French
Michigan
$445K – – –
NFG
294
Nations Financial Group
Iowa
$443K +$26.7K +1,109 +6%
SCI
295
S&CO Inc
Massachusetts
$431K -$72.1K -3,000 -14%
PFM
296
Phillips Financial Management
Indiana
$429K – – –
FAIM
297
Financial Advocates Investment Management
Washington
$427K -$1.04M -43,717 -71%
AWA
298
Arete Wealth Advisors
Illinois
$427K +$44.3K +1,841 +12%
CT
299
Cambridge Trust
Massachusetts
$426K -$451K – –
JWBC
300
J.W. Burns & Co
New York
$425K – – –
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