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 %
B
401
Bellecapital
Switzerland
$179K +$179K +7,450 New
NIA
402
Northstar Investment Advisors
Colorado
$178K – – –
SHWM
403
Smith & Howard Wealth Management
Georgia
$175K – – –
MIH
404
Meitav Investment House
Israel
$174K -$922 -38 -0.5%
FI
405
FormulaFolio Investments
Michigan
$174K +$174K +7,255 New
SYBT
406
Stock Yards Bank & Trust
Kentucky
$171K +$9.43K +393 +6%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$169K +$8.57K +356 +5%
FCCM
408
First City Capital Management
Georgia
$168K +$168K +6,995 New
S
409
SignatureFD
Georgia
$167K +$167K +6,934 New
SBWM
410
Sunflower Bank Wealth Management
Arizona
$164K -$4.2M -174,705 -96%
TCM
411
Telos Capital Management
California
$164K -$1.2K -50 -0.7%
STMM
412
South Texas Money Management
Texas
$163K – – –
B
413
Bridgeworth
Alabama
$163K – – –
CA
414
Cambridge Advisors
Nebraska
$160K – – –
IFA
415
Interactive Financial Advisors
Illinois
$159K -$19.1K -797 -11%
CC
416
Cadinha & Co
Hawaii
$157K -$216K -9,000 -58%
DDPIC
417
Deroy & Devereaux Private Investment Counsel
Michigan
$156K – – –
GCA
418
Guardian Capital Advisors
Ontario, Canada
$156K – – –
RIG
419
Roosevelt Investment Group
New York
$154K -$44.7K -1,862 -23%
GP
420
Girard Partners
Pennsylvania
$147K – – –
PMFA
421
Plante Moran Financial Advisors
Michigan
$147K +$147K +6,100 New
SWM
422
SeaCrest Wealth Management
New York
$145K -$1.61K -67 -1%
CW
423
Cobiz Wealth
Colorado
$144K – – –
WAG
424
Winthrop Advisory Group
Massachusetts
$144K +$144K +5,988 New
AWM
425
Altium Wealth Management
New York
$143K -$18.8K -785 -12%
15 16
17
18 19