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iShares Gold Trust
IAU

Overview Fund Activity

551 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$316M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
3
CSIA
Charles Schwab Investment Advisory
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$126M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$48.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$30.4M
2
MB
Mizuho Bank
Japan
-$21.3M
3
Morgan Stanley
Morgan Stanley
New York
-$16.8M
4
HPWM
Highland Private Wealth Management
Washington
-$9.65M
5
MP
Manifold Partners
California
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K -$3.82K -150 -3%
FNT
427
First National Trust
Pennsylvania
$138K – – –
LFR
428
Lehman Financial Resources
Pennsylvania
$138K – – –
CFG
429
Citizens Financial Group
Rhode Island
$136K -$254K -10,000 -65%
CTA
430
Colonial Trust Advisors
South Carolina
$136K -$101K -3,969 -43%
AIP
431
Ahrens Investment Partners
Louisiana
$136K +$136K +5,325 New
VWA
432
V Wealth Advisors
Kansas
$135K +$135K +5,265 New
Lido Advisors
433
Lido Advisors
California
$135K +$135K +5,310 New
OIA
434
Optimum Investment Advisors
Illinois
$131K – – –
FTIOP
435
Fiduciary Trust International of Pennsylvania
Pennsylvania
$131K – – –
RC
436
RegentAtlantic Capital
New Jersey
$129K -$4.29K -169 -3%
PBO
437
Peoples Bank (Ohio)
Ohio
$129K -$1.28K -50 -1%
MIM
438
Macroview Investment Management
Maryland
$129K – – –
LSC
439
Lesa Sroufe & Co
Washington
$128K – – –
BWA
440
Burt Wealth Advisors
Maryland
$128K – – –
TA
441
Tiedemann Advisors
New York
$127K – – –
BAM
442
Barrett Asset Management
New York
$126K – – –
SSB
443
Sandy Spring Bank
Maryland
$122K – – –
BBPWM
444
Blue Bell Private Wealth Management
Pennsylvania
$119K – – –
DWA
445
Divergent Wealth Advisors
Utah
$118K +$118K +4,650 New
CCM
446
Cribstone Capital Management
Maine
$117K – – –
APSP
447
Asset Planning Services (Pennsylvania)
Pennsylvania
$115K – – –
BWA
448
BDO Wealth Advisors
Florida
$115K +$64K +2,513 +126%
RCC
449
Red Cedar Capital
Nebraska
$111K – – –
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$110K +$89K +3,500 +424%
16 17
18
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