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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 %
UWM
401
USAdvisors Wealth Management
Minnesota
$152K +$25.1K +1,100 +20%
DDPIC
402
Deroy & Devereaux Private Investment Counsel
Michigan
$149K – – –
RIG
403
Roosevelt Investment Group
New York
$146K – – –
VA
404
Valmark Advisers
Ohio
$144K +$24.8K +1,087 +21%
JG
405
Jefferies Group
New York
$142K +$8.02K +350 +6%
FI
406
FormulaFolio Investments
Michigan
$139K -$26.9K -1,177 -16%
PMFA
407
Plante Moran Financial Advisors
Michigan
$139K – – –
PWMAG
408
Pinnacle Wealth Management Advisory Group
New Jersey
$139K +$18.8K +825 +16%
SWM
409
SeaCrest Wealth Management
New York
$138K – – –
CW
410
Cobiz Wealth
Colorado
$137K – – –
AWM
411
Altium Wealth Management
New York
$137K +$480 +21 +0.4%
Chevy Chase Trust
412
Chevy Chase Trust
Maryland
$134K -$77.9K -3,401 -37%
BRWA
413
B. Riley Wealth Advisors
Florida
$134K -$47K -2,042 -26%
WCAMG
414
Woodard & Company Asset Management Group
North Carolina
$133K – – –
SI
415
Stephens Inc
Arkansas
$132K – – –
CWM
416
Cranbrook Wealth Management
Michigan
$132K – – –
SFFS
417
Stonehage Fleming Financial Services
Jersey
$132K – – –
CT
418
CMT Trading
Illinois
$130K – – –
WT
419
Washington Trust
Rhode Island
$129K -$46.5K -2,032 -26%
WBC
420
West Branch Capital
Massachusetts
$129K – – –
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K – – –
FNT
422
First National Trust
Pennsylvania
$124K – – –
LFR
423
Lehman Financial Resources
Pennsylvania
$124K – – –
SBWM
424
Sunflower Bank Wealth Management
Arizona
$123K -$33.5K -1,460 -21%
WAG
425
Winthrop Advisory Group
Massachusetts
$123K -$13.7K -600 -10%
15 16
17
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