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iShares Gold Trust
IAU

Overview Fund Activity

479 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+20
Holders Change %
+4.36%
% of All Funds
11.96%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.27M
Net Calls Change
+$449K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.6M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$56M
3
HNB
Huntington National Bank
Ohio
-$21.2M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
401
Reilly Financial Advisors
California
$75K -$6.44K -263 -8%
DOA
402
D'Orazio & Associates
Virginia
$70K -$9.19K -374 -12%
LWA
403
Lenox Wealth Advisors
New York
$69K – – –
WAM
404
Wealthspire Advisors (Maryland)
Maryland
$69K +$3.46K +141 +5%
GRP
405
Global Retirement Partners
California
$64K +$591 +24 +0.9%
FWM
406
Focused Wealth Management
New York
$56K – – –
NFG
407
Next Financial Group
Texas
$56K +$11.2K +444 +25%
AF
408
Allworth Financial
California
$50K -$56.9K -2,303 -53%
BWA
409
BDO Wealth Advisors
Florida
$49K -$69.7K -2,843 -59%
BONST
410
Bank of Nova Scotia Trust
Ontario, Canada
$49K +$49K +2,000 New
CP
411
Corbenic Partners
Pennsylvania
$46K +$7.97K +325 +21%
IWM
412
IHT Wealth Management
Illinois
$45K – – –
FA
413
Financial Advantage
Maryland
$44K +$44K +1,785 New
FMP
414
Financial Management Professionals
Texas
$43K – – –
AIM
415
Advantage Investment Management
Iowa
$42K – – –
WWM
416
Willingdon Wealth Management
North Carolina
$42K +$42K +1,700 New
MWM
417
Mascoma Wealth Management
New Hampshire
$42K +$42K +1,720 New
CBT
418
Central Bank & Trust
Kentucky
$41K – – –
BAM
419
Barrett Asset Management
New York
$40K – – –
LC
420
Landaas & Company
Wisconsin
$40K +$40K +1,629 New
FPFS
421
First Personal Financial Services
North Carolina
$39K – – –
AIS
422
AlphaOne Investment Services
Pennsylvania
$38K +$38K +1,541 New
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
FIB
424
First Interstate Bank
Montana
$36K – – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$34K +1,365 New
15 16
17
18 19