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 %
Wolverine Trading
351
Wolverine Trading
Illinois
$260K – – –
ISL
352
Ingalls & Snyder LLC
New York
$249K – – –
PA
353
Pinnacle Associates
New York
$249K +$115K +4,795 +86%
DADC
354
D.A. Davidson & Co
Montana
$245K – – –
JWS
355
Juncture Wealth Strategies
Arizona
$245K +$216 +9 +0.1%
SFWA
356
Summit Financial Wealth Advisors
Louisiana
$244K – – –
BS
357
Boenning & Scattergood
Pennsylvania
$243K +$243K +10,100 New
VAS
358
Valicenti Advisory Services
New York
$241K – – –
ACM
359
Azimuth Capital Management
Michigan
$240K -$123K -5,125 -34%
CCG
360
Chatham Capital Group
Georgia
$240K – – –
CCWA
361
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$239K +$2.17K +90 +0.9%
IFWM
362
Institute for Wealth Management
Colorado
$234K +$503 +21 +0.2%
OC
363
Oarsman Capital
Wisconsin
$233K +$6.64K +276 +3%
GEM
364
Global Endowment Management
North Carolina
$232K +$232K +9,650 New
JIP
365
Jaffetilchin Investment Partners
Florida
$228K – – –
AssetMark Inc
366
AssetMark Inc
California
$226K +$2.33K +97 +1%
DBRC
367
D.B. Root & Company
Pennsylvania
$223K +$32.9K +1,369 +17%
Barclays
368
Barclays
United Kingdom
$222K -$36.1K -1,500 -14%
JCM
369
Jacobi Capital Management
Pennsylvania
$222K -$9.52K -396 -4%
Chevy Chase Trust
370
Chevy Chase Trust
Maryland
$222K +$222K +9,252 New
VC
371
Vicus Capital
Pennsylvania
$221K -$3.92K -163 -2%
CSIC
372
Clifford Swan Investment Counsel
California
$221K – – –
FTC
373
Farmers Trust Company
Ohio
$220K -$1.3K -54 -0.6%
LPT
374
Legacy Private Trust
Wisconsin
$219K – – –
SB
375
Simmons Bank
Arkansas
$218K +$73.5K +3,058 +51%
13 14
15
16 17