IAU icon

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 %
EVM
301
Eaton Vance Management
Massachusetts
$424K -$2.35M -97,754 -85%
PHIMC
302
Private Harbour Investment Management & Counsel
Ohio
$423K -$12K -500 -3%
CYG
303
Clean Yield Group
Vermont
$421K -$60.1K -2,500 -13%
CA
304
Continuum Advisory
Idaho
$417K +$165K +6,866 +65%
Kayne Anderson Rudnick Investment Management
305
Kayne Anderson Rudnick Investment Management
California
$412K -$935 -39 -0.2%
AIP
306
Ahrens Investment Partners
Louisiana
$409K +$281K +11,700 +220%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$391K – – –
HDIM
308
Hanson & Doremus Investment Management
Vermont
$390K -$2.31K -96 -0.6%
LWAC
309
Laurel Wealth Advisors (California)
California
$388K – – –
WAS
310
WESPAC Advisors SoCal
California
$387K +$54.6K +2,275 +16%
VanEck Associates
311
VanEck Associates
New York
$387K +$387K +16,118 New
EFS
312
Essex Financial Services
Connecticut
$385K -$56.2K -2,335 -13%
SCA
313
STALEY CAPITAL ADVISERS
Pennsylvania
$382K – – –
BIA
314
Bigelow Investment Advisors
Maine
$380K +$3.2K +133 +0.8%
BO
315
Bank OZK
Arkansas
$369K +$7.46K +310 +2%
DAS
316
Dynamic Advisor Solutions
Arizona
$368K -$6.01K -250 -2%
TFO
317
Tarbox Family Office
California
$361K – – –
IA
318
IFG Advisory
Georgia
$359K – – –
NF
319
Nikulski Financial
Iowa
$341K +$4.81K +200 +1%
HCIA
320
Hochman Cole Investment Advisors
Illinois
$335K -$21.1K -876 -6%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$331K +$59.4K +2,467 +22%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$328K +$5.51K +229 +2%
AWM
323
Altavista Wealth Management
North Carolina
$325K +$325K +13,525 New
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
$320K +$36.1K +1,506 +13%
VFA
325
Valeo Financial Advisors
Indiana
$315K +$23.4K +1,018 +8%
11 12
13
14 15