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iShares Gold Trust
IAU

Overview Fund Activity

459 hedge funds and large institutions have $4.15B invested in iShares Gold Trust in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
–
Holders Change %
0%
% of All Funds
11.46%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
44
Increased
153
Reduced
120
Closed
40
Calls
$960K
Puts
$144K
Net Calls
+$816K
Net Calls Change
-$1.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$125M
3
CSIA
Charles Schwab Investment Advisory
California
+$125M
4
BlackRock
BlackRock
New York
+$99.1M
5
Bank of America
Bank of America
North Carolina
+$48.1M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$201M
2
RGIA
Rainier Group Investment Advisory
Washington
-$19.5M
3
AAM
Aberdeen Asset Management
United Kingdom
-$19.2M
4
HNB
Huntington National Bank
Ohio
-$16.2M
5
BAM
Baring Asset Management
United Kingdom
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
301
Guardian Capital Advisors
Ontario, Canada
$249K – – –
VAS
302
Valicenti Advisory Services
New York
$240K – – –
CCWA
303
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$239K -$106K -4,460 -31%
JWS
304
Juncture Wealth Strategies
Arizona
$237K -$14.6K -613 -6%
OPTFSNA
305
Old Point Trust & Financial Services N A
Virginia
$236K – – –
BO
306
Bank OZK
Arkansas
$236K +$236K +9,903 New
EWA
307
EP Wealth Advisors
California
$229K -$69.8K -2,917 -23%
ISL
308
Ingalls & Snyder LLC
New York
$225K – – –
LPT
309
Legacy Private Trust
Wisconsin
$218K – – –
JCM
310
Jacobi Capital Management
Pennsylvania
$218K – – –
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$216K +$16.7K +702 +8%
HCM
312
Hollencrest Capital Management
California
$215K +$7.36K +308 +4%
BUB
313
BBVA USA Bancshares
Texas
$214K – – –
FAAS
314
First Allied Advisory Services
California
$214K +$214K +9,100 New
CSIC
315
Clifford Swan Investment Counsel
California
$213K – – –
CFA
316
Carroll Financial Associates
North Carolina
$211K – – –
OC
317
Oarsman Capital
Wisconsin
$206K +$12.6K +530 +7%
WPA
318
West Paces Advisors
Georgia
$201K – – –
DADC
319
D.A. Davidson & Co
Montana
$196K -$25.1K -1,051 -11%
JIP
320
Jaffetilchin Investment Partners
Florida
$194K -$80K -3,350 -29%
SBIA
321
Sheaff Brock Investment Advisors
Indiana
$194K +$56K +2,345 +41%
APP
322
Avantax Planning Partners
Iowa
$192K – – –
SIAM
323
Sterling Investment Advisors (Missouri)
Missouri
$191K – – –
CB
324
Chemical Bank
Michigan
$189K – – –
AIA
325
Arbor Investment Advisors
North Carolina
$189K +$10.2K +429 +6%
11 12
13
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