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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 %
WPA
376
West Paces Advisors
Georgia
$217K -$8.85K -368 -4%
HCM
377
Hollencrest Capital Management
California
$216K -$20.2K -842 -9%
CFA
378
Carroll Financial Associates
North Carolina
$212K – – –
PA
379
PFG Advisors
Arizona
$209K +$576 +24 +0.3%
EWA
380
EP Wealth Advisors
California
$206K – – –
OPTFSNA
381
Old Point Trust & Financial Services N A
Virginia
$201K +$6K +250 +3%
ACG
382
Allen Capital Group
Nebraska
$200K -$36K -1,499 -15%
BFM
383
Boston Financial Management
Massachusetts
$199K -$26.5K -1,105 -12%
TRCT
384
Tower Research Capital (TRC)
New York
$199K +$199K +8,272 New
AIA
385
Arbor Investment Advisors
North Carolina
$198K – – –
JIC
386
Johnson Investment Counsel
Ohio
$197K -$9.29K -387 -5%
BSW
387
Buckingham Strategic Wealth
Missouri
$197K +$60.6K +2,522 +44%
IWM
388
IHT Wealth Management
Illinois
$196K +$51.2K +2,133 +35%
MC
389
Moors & Cabot
Massachusetts
$195K – – –
SIAM
390
Sterling Investment Advisors (Missouri)
Missouri
$192K – – –
GC
391
Garde Capital
Washington
$192K +$192K +7,971 New
SI
392
Sprott Inc
Ontario, Canada
$190K -$1.18K -49 -0.6%
BRWA
393
B. Riley Wealth Advisors
Florida
$190K +$10.8K +448 +6%
WA
394
WealthTrust-Arizona
Arizona
$188K -$554 -23 -0.3%
ITIM
395
Indiana Trust & Investment Management
Indiana
$187K – – –
CONA
396
Capital One National Association
New York
$186K – – –
SEIA
397
Signature Estate & Investment Advisors
California
$186K +$186K +7,757 New
WT
398
Washington Trust
Rhode Island
$184K +$24K +1,000 +15%
FPFS
399
First Personal Financial Services
North Carolina
$180K – – –
Fisher Asset Management
400
Fisher Asset Management
Washington
$180K +$180K +7,470 New
14 15
16
17 18