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iShares Gold Trust
IAU

Overview Fund Activity

459 hedge funds and large institutions have $4.15B invested in iShares Gold Trust in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
–
Holders Change %
0%
% of All Funds
11.46%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
44
Increased
153
Reduced
120
Closed
40
Calls
$960K
Puts
$144K
Net Calls
+$816K
Net Calls Change
-$1.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$125M
3
CSIA
Charles Schwab Investment Advisory
California
+$125M
4
BlackRock
BlackRock
New York
+$99.1M
5
Bank of America
Bank of America
North Carolina
+$48.1M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$201M
2
RGIA
Rainier Group Investment Advisory
Washington
-$19.5M
3
AAM
Aberdeen Asset Management
United Kingdom
-$19.2M
4
HNB
Huntington National Bank
Ohio
-$16.2M
5
BAM
Baring Asset Management
United Kingdom
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
376
Lesa Sroufe & Co
Washington
$120K – – –
TA
377
Tiedemann Advisors
New York
$119K – – –
ASN
378
Advisory Services Network
Georgia
$117K +$1.61K +67 +1%
BWA
379
BDO Wealth Advisors
Florida
$116K +$116K +4,843 New
BBPWM
380
Blue Bell Private Wealth Management
Pennsylvania
$112K – – –
CCM
381
Cribstone Capital Management
Maine
$110K – – –
APSP
382
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K – – –
AF
383
Allworth Financial
California
$103K +$28.4K +1,191 +38%
CAL
384
Capital Advisors Ltd
Ohio
$95K – – –
PA
385
Parallel Advisors
California
$88K -$49.4K -2,026 -36%
DSC
386
Duncker Streett & Co
Missouri
$88K – – –
BFEC
387
Benjamin F. Edwards & Company
Missouri
$88K – – –
CLOS
388
Compagnie Lombard Odier SCmA
Switzerland
$87K -$54.1K -2,265 -38%
RFA
389
Reilly Financial Advisors
California
$79K +$11.3K +475 +17%
WAM
390
Watermark Asset Management
California
$77K – – –
DOA
391
D'Orazio & Associates
Virginia
$77K +$1.46K +61 +2%
SSB
392
Sandy Spring Bank
Maryland
$75K -$15.8K -665 -17%
WIM
393
Westside Investment Management
California
$74.1K +$17.5K +750 +31%
LWA
394
Lenox Wealth Advisors
New York
$67K – – –
WAM
395
Wealthspire Advisors (Maryland)
Maryland
$64K +$58.1K +2,425 +982%
GRP
396
Global Retirement Partners
California
$62K -$24.1K -1,000 -28%
YWP
397
YorkBridge Wealth Partners
New York
$59K – – –
CG
398
Cutler Group
California
$55K -$668K -27,995 -92%
FWM
399
Focused Wealth Management
New York
$54K – – –
HR
400
Howe & Rusling
New York
$49K +$49K +2,052 New
14 15
16
17 18