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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 %
DAS
301
Dynamic Advisor Solutions
Arizona
$396K +$17.6K +690 +5%
CAG
302
Csenge Advisory Group
Florida
$396K +$172K +6,762 +77%
CC
303
Cadinha & Co
Hawaii
$395K – – –
WSTAM
304
Wilbanks Smith & Thomas Asset Management
Virginia
$388K -$33.9K -1,330 -8%
ACM
305
Azimuth Capital Management
Michigan
$385K -$216K -8,500 -36%
BO
306
Bank OZK
Arkansas
$383K +$38.2K +1,500 +11%
TFO
307
Tarbox Family Office
California
$382K – – –
IA
308
IFG Advisory
Georgia
$381K -$16.8K -660 -4%
HCIA
309
Hochman Cole Investment Advisors
Illinois
$377K +$25.5K +1,000 +7%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$372K +$226K +8,884 +155%
CL
311
Choreo LLC
Illinois
$367K -$15K -591 -4%
NF
312
Nikulski Financial
Iowa
$356K +$94.7K +3,719 +36%
PFP
313
Pinnacle Financial Partners
Tennessee
$356K +$205K +8,065 +137%
WAS
314
WESPAC Advisors SoCal
California
$352K -$5.41K -213 -2%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$341K -$10.1K -398 -3%
VCWA
316
Vanguard Capital Wealth Advisors
Colorado
$333K -$334K -13,107 -50%
DIA
317
Denver Investment Advisors
Colorado
$328K – – –
VFA
318
Valeo Financial Advisors
Indiana
$324K +$83.5K +3,275 +35%
FPF
319
FNY Partners Fund
New York
$323K +$323K +12,726 New
PG
320
Patten Group
Tennessee
$321K – – –
RWMH
321
Riverpoint Wealth Management Holdings
Illinois
$320K – – –
MIAN
322
Mariner Independent Advisor Network
Kansas
$319K +$1.32K +52 +0.4%
IC
323
Inverness Counsel
New York
$318K -$313K – –
JIC
324
Joel Isaacson & Co
New York
$318K – – –
HSA
325
Hussman Strategic Advisors
Maryland
$318K – – –
11 12
13
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