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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 %
JG
426
Jefferies Group
New York
$141K +$141K +5,850 New
WCAMG
427
Woodard & Company Asset Management Group
North Carolina
$140K – – –
SFFS
428
Stonehage Fleming Financial Services
Jersey
$139K -$26.1K -1,088 -16%
SI
429
Stephens Inc
Arkansas
$139K – – –
CWM
430
Cranbrook Wealth Management
Michigan
$139K – – –
CT
431
CMT Trading
Illinois
$137K – – –
WBC
432
West Branch Capital
Massachusetts
$135K – – –
GWM
433
Geneos Wealth Management
Colorado
$134K -$16.4K -683 -11%
UWM
434
USAdvisors Wealth Management
Minnesota
$133K -$62.1K -2,600 -32%
JFGIW
435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K – – –
LFR
436
Lehman Financial Resources
Pennsylvania
$131K – – –
FNT
437
First National Trust
Pennsylvania
$130K – – –
Lido Advisors
438
Lido Advisors
California
$130K +$2.66K +111 +2%
CFG
439
Citizens Financial Group
Rhode Island
$129K – – –
PWMAG
440
Pinnacle Wealth Management Advisory Group
New Jersey
$127K +$127K +5,273 New
VA
441
Valmark Advisers
Ohio
$125K -$31.3K -1,305 -20%
CAC
442
Certified Advisory Corp
Florida
$125K +$24.1K +1,000 +24%
OIA
443
Optimum Investment Advisors
Illinois
$124K – – –
FB
444
Fulton Bank
Pennsylvania
$124K +$124K +5,478 New
MIM
445
Macroview Investment Management
Maryland
$122K – – –
LSC
446
Lesa Sroufe & Co
Washington
$121K – – –
PBO
447
Peoples Bank (Ohio)
Ohio
$121K – – –
TA
448
Tiedemann Advisors
New York
$120K – – –
BAM
449
Barrett Asset Management
New York
$119K – – –
BBPWM
450
Blue Bell Private Wealth Management
Pennsylvania
$119K +$5.71K +237 +5%
16 17
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