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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 %
VAS
351
Valicenti Advisory Services
New York
$255K – – –
CCG
352
Chatham Capital Group
Georgia
$255K – – –
HCM
353
Hollencrest Capital Management
California
$251K +$993 +39 +0.4%
CCWA
354
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$250K – – –
ACG
355
Allen Capital Group
Nebraska
$250K – – –
IFWM
356
Institute for Wealth Management
Colorado
$250K +$250K +9,744 New
JCM
357
Jacobi Capital Management
Pennsylvania
$248K +$7.57K +294 +3%
SFWA
358
Summit Financial Wealth Advisors
Louisiana
$244K +$25.9K +1,017 +12%
JIP
359
Jaffetilchin Investment Partners
Florida
$242K +$48.5K +1,903 +25%
OC
360
Oarsman Capital
Wisconsin
$240K +$5.1K +200 +2%
WPA
361
West Paces Advisors
Georgia
$239K – – –
BFM
362
Boston Financial Management
Massachusetts
$239K -$387K -15,225 -62%
VC
363
Vicus Capital
Pennsylvania
$238K -$27K -1,060 -10%
AssetMark Inc
364
AssetMark Inc
California
$237K +$2.8K +110 +1%
FTC
365
Farmers Trust Company
Ohio
$235K -$5.44K -213 -2%
CSIC
366
Clifford Swan Investment Counsel
California
$234K – – –
LPT
367
Legacy Private Trust
Wisconsin
$232K – – –
CFA
368
Carroll Financial Associates
North Carolina
$225K – – –
PA
369
PFG Advisors
Arizona
$221K +$12.1K +477 +6%
JIC
370
Johnson Investment Counsel
Ohio
$218K -$227K -8,934 -51%
EWA
371
EP Wealth Advisors
California
$218K -$4.66K -183 -2%
CWM
372
Cornerstone Wealth Management
Missouri
$212K -$53.1K -2,075 -20%
RIG
373
Roosevelt Investment Group
New York
$211K +$47.5K +1,862 +29%
AIA
374
Arbor Investment Advisors
North Carolina
$209K +$34.5K +1,359 +20%
UWM
375
USAdvisors Wealth Management
Minnesota
$208K +$72.6K +2,850 +54%
13 14
15
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