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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 %
OFG
276
OmniStar Financial Group
North Carolina
$467K +$35.1K +1,536 +8%
CA
277
Continuum Advisory
Idaho
$458K +$62.6K +2,747 +16%
AFNAS
278
American Financial Network Advisory Services
California
$447K +$446K +19,537 +88,805%
Wolverine Trading
279
Wolverine Trading
Illinois
$445K +$212K +9,256 +91%
CPA
280
Clear Perspective Advisors
Illinois
$436K – – –
IAA
281
Ironsides Asset Advisors
North Carolina
$430K – – –
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$428K -$131K -5,731 -23%
NPF
283
Norris Perne & French
Michigan
$421K -$1.74K -76 -0.4%
FAAS
284
First Allied Advisory Services
California
$415K -$1.68M -73,965 -80%
PFM
285
Phillips Financial Management
Indiana
$411K – – –
CT
286
Cambridge Trust
Massachusetts
$405K -$426K – –
PHIMC
287
Private Harbour Investment Management & Counsel
Ohio
$402K – – –
AWA
288
Arete Wealth Advisors
Illinois
$396K -$9.76K -427 -2%
JWBC
289
J.W. Burns & Co
New York
$393K -$11.4K -500 -3%
HCIA
290
Hochman Cole Investment Advisors
Illinois
$391K +$73.1K +3,200 +23%
SCI
291
S&CO Inc
Massachusetts
$388K -$22.1K -965 -5%
HDIM
292
Hanson & Doremus Investment Management
Vermont
$380K +$8.95K +391 +2%
WB
293
WesBanco Bank
West Virginia
$379K +$379K +16,590 New
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$371K – – –
NFG
295
Nations Financial Group
Iowa
$370K -$51.2K -2,240 -12%
LWAC
296
Laurel Wealth Advisors (California)
California
$369K – – –
SCA
297
STALEY CAPITAL ADVISERS
Pennsylvania
$363K – – –
WAS
298
WESPAC Advisors SoCal
California
$357K -$387K -16,125 Closed
BO
299
Bank OZK
Arkansas
$357K +$6.06K +265 +2%
EVM
300
Eaton Vance Management
Massachusetts
$352K -$51.8K -2,261 -13%
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