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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 %
CL
326
Choreo LLC
Illinois
$313K -$33.8K -1,405 -10%
BWM
327
BerganKDV Wealth Management
Minnesota
$313K +$36.4K +1,514 +13%
AllianceBernstein
328
AllianceBernstein
Tennessee
$306K +$7.4K +308 +2%
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$305K -$61.5K -2,555 -17%
SG
330
StoneX Group
New York
$305K +$110K +4,575 +57%
PG
331
Patten Group
Tennessee
$304K +$1.63K +68 +0.5%
IC
332
Inverness Counsel
New York
$301K -$318K – –
JIC
333
Joel Isaacson & Co
New York
$301K – – –
RWMH
334
Riverpoint Wealth Management Holdings
Illinois
$301K – – –
HSA
335
Hussman Strategic Advisors
Maryland
$300K – – –
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$297K +$33.9K +1,410 +13%
AF
337
Aldebaran Financial
$294K – – –
WS
338
Wedbush Securities
California
$293K -$606K -25,229 -67%
CB
339
Chemical Bank
Michigan
$293K – – –
RJT
340
Raymond James Trust
Florida
$293K +$293K +12,185 New
RCA
341
Rowland Carmichael Advisors
Arizona
$291K +$31.7K +1,317 +12%
GSC
342
G&S Capital
Colorado
$287K – – –
EWMCB
343
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$282K +$282K +11,748 New
EM
344
Excalibur Management
Massachusetts
$273K – – –
PWM
345
Perigon Wealth Management
California
$273K – – –
SIC
346
Schwartz Investment Counsel
Michigan
$269K – – –
BAAM
347
Baker Avenue Asset Management
California
$265K -$27.6K -1,150 -9%
CIC
348
Cutler Investment Counsel
Oregon
$263K +$3.22K +134 +1%
Citadel Advisors
349
Citadel Advisors
Florida
$261K +$261K +10,850 New
VCWA
350
Vanguard Capital Wealth Advisors
Colorado
$260K -$53.8K -2,243 -17%
12 13
14
15 16