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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 %
HCM
351
Hollencrest Capital Management
California
$217K -$6.01K -243 -3%
ISL
352
Ingalls & Snyder LLC
New York
$216K -$21.1K -924 -9%
FTC
353
Farmers Trust Company
Ohio
$215K +$5.72K +250 +3%
DBT
354
Dubuque Bank & Trust
Iowa
$214K +$203K +8,873 +1,775%
SG
355
StoneX Group
New York
$213K -$76.2K -3,338 -26%
AssetMark Inc
356
AssetMark Inc
California
$210K -$4.73K -207 -2%
LPT
357
Legacy Private Trust
Wisconsin
$209K – – –
VC
358
Vicus Capital
Pennsylvania
$207K -$2.83K -124 -1%
IFWM
359
Institute for Wealth Management
Colorado
$205K -$15.8K -700 -7%
CSIC
360
Clifford Swan Investment Counsel
California
$204K -$5.85K -256 -3%
PA
361
PFG Advisors
Arizona
$202K -$3.59K -152 -2%
CFA
362
Carroll Financial Associates
North Carolina
$202K – – –
TYCC
363
Texas Yale Capital Corp
Florida
$202K +$202K +8,850 New
NF
364
Nikulski Financial
Iowa
$189K -$142K -6,081 -43%
BFM
365
Boston Financial Management
Massachusetts
$189K – – –
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$189K +$189K +8,250 New
JIP
367
Jaffetilchin Investment Partners
Florida
$188K -$29.5K -1,285 -14%
AIA
368
Arbor Investment Advisors
North Carolina
$188K – – –
RVPG
369
Relative Value Partners Group
$186K +$186K +8,119 New
VAM
370
Verity Asset Management
North Carolina
$186K +$186K +8,139 New
JIC
371
Johnson Investment Counsel
Ohio
$184K -$3.17K -139 -2%
BSW
372
Buckingham Strategic Wealth
Missouri
$184K -$3.15K -138 -2%
SIAM
373
Sterling Investment Advisors (Missouri)
Missouri
$183K – – –
JWS
374
Juncture Wealth Strategies
Arizona
$181K -$52.5K -2,292 -22%
EWA
375
EP Wealth Advisors
California
$179K -$17.1K -746 -9%
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15
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