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iShares Gold Trust
IAU

Overview Fund Activity

479 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+20
Holders Change %
+4.36%
% of All Funds
11.96%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.27M
Net Calls Change
+$449K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.6M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$56M
3
HNB
Huntington National Bank
Ohio
-$21.2M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$264K +$61.9K +2,517 +31%
CBU
302
CIBC Bank USA
Illinois
$262K – – –
CCG
303
Chatham Capital Group
Georgia
$259K – – –
CWM
304
Cornerstone Wealth Management
Missouri
$254K -$17.8K -725 -7%
GCA
305
Guardian Capital Advisors
Ontario, Canada
$249K – – –
KLC
306
Knowledge Leaders Capital
Colorado
$249K +$249K +10,113 New
IH
307
IFC Holdings
Florida
$248K +$56.6K +2,252 +30%
VAS
308
Valicenti Advisory Services
New York
$247K – – –
IFA
309
Interactive Financial Advisors
Illinois
$244K -$131K -5,317 -35%
RCA
310
Rowland Carmichael Advisors
Arizona
$244K +$60.3K +2,449 +33%
CCWA
311
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$242K -$4.46K -181 -2%
HCM
312
Hollencrest Capital Management
California
$237K +$15.4K +625 +7%
OC
313
Oarsman Capital
Wisconsin
$235K +$22.4K +913 +11%
S
314
SignatureFD
Georgia
$235K +$61.1K +2,482 +35%
JIP
315
Jaffetilchin Investment Partners
Florida
$233K +$33.4K +1,358 +17%
ISL
316
Ingalls & Snyder LLC
New York
$232K – – –
JCM
317
Jacobi Capital Management
Pennsylvania
$231K – – –
SBIA
318
Sheaff Brock Investment Advisors
Indiana
$228K +$28.3K +1,150 +14%
AssetMark Inc
319
AssetMark Inc
California
$226K +$201K +8,154 +790%
LPT
320
Legacy Private Trust
Wisconsin
$225K – – –
CSIC
321
Clifford Swan Investment Counsel
California
$220K – – –
BUB
322
BBVA USA Bancshares
Texas
$220K – – –
OPTFSNA
323
Old Point Trust & Financial Services N A
Virginia
$219K -$24.6K -1,000 -10%
HCIA
324
Hochman Cole Investment Advisors
Illinois
$219K +$219K +8,900 New
CFA
325
Carroll Financial Associates
North Carolina
$215K – – –
11 12
13
14 15