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iShares Gold Trust
IAU

Overview Fund Activity

552 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$81.5M
2
Morgan Stanley
Morgan Stanley
New York
+$32.5M
3
AL
Arnhold LLC
New York
+$31.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$30.3M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
2
CSIA
Charles Schwab Investment Advisory
California
-$40M
3
Bank of America
Bank of America
North Carolina
-$28.3M
4
BlackRock
BlackRock
New York
-$16.4M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$278K -$23.3K -1,031 -8%
WS
327
Wedbush Securities
California
$275K -$3.68K -161 -1%
GSC
328
G&S Capital
Colorado
$273K – – –
SFWA
329
Summit Financial Wealth Advisors
Louisiana
$266K +$42K +1,793 +19%
PWM
330
Perigon Wealth Management
California
$259K – – –
SIC
331
Schwartz Investment Counsel
Michigan
$256K – – –
RCA
332
Rowland Carmichael Advisors
Arizona
$251K -$24.9K -1,093 -9%
AF
333
Aldebaran Financial
$251K -$28.2K -125 -10%
DBRC
334
D.B. Root & Company
Pennsylvania
$250K +$37.8K +1,652 +18%
CIC
335
Cutler Investment Counsel
Oregon
$247K -$3.06K -134 -1%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$246K -$36.8K -1,610 -13%
SI
337
Sprott Inc
Ontario, Canada
$241K +$59.7K +2,612 +33%
JCM
338
Jacobi Capital Management
Pennsylvania
$238K +$26.6K +1,164 +13%
TRCT
339
Tower Research Capital (TRC)
New York
$232K +$42.9K +1,878 +23%
BS
340
Boenning & Scattergood
Pennsylvania
$231K – – –
CYG
341
Clean Yield Group
Vermont
$229K -$172K -7,500 -43%
VAS
342
Valicenti Advisory Services
New York
$229K – – –
CCG
343
Chatham Capital Group
Georgia
$229K – – –
PG
344
Patten Group
Tennessee
$228K -$61K -2,674 -21%
IWM
345
IHT Wealth Management
Illinois
$226K +$39.4K +1,725 +21%
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$225K -$2.06K -90 -0.9%
OC
347
Oarsman Capital
Wisconsin
$225K +$3.55K +155 +2%
SS
348
Simplicity Solutions
Minnesota
$224K -$215K -9,386 -49%
VCWA
349
Vanguard Capital Wealth Advisors
Colorado
$220K -$27.6K -1,208 -11%
PA
350
Pinnacle Associates
New York
$219K -$18.1K -790 -8%
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