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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 %
Lido Advisors
426
Lido Advisors
California
$123K – – –
GWM
427
Geneos Wealth Management
Colorado
$122K -$5.03K -221 -4%
AFG
428
Arkansas Financial Group
Arkansas
$120K +$120K +5,259 New
CAC
429
Certified Advisory Corp
Florida
$119K – – –
BRWM
430
B. Riley Wealth Management
Tennessee
$119K +$119K +5,186 New
OIA
431
Optimum Investment Advisors
Illinois
$118K – – –
BCM
432
Brookstone Capital Management
Illinois
$118K +$118K +5,167 New
WA
433
WealthTrust-Arizona
Arizona
$117K -$61.3K -2,682 -34%
LSC
434
Lesa Sroufe & Co
Washington
$115K – – –
FIM
435
Frontier Investment Management
Texas
$115K +$115K +5,020 New
TA
436
Tiedemann Advisors
New York
$114K – – –
BAM
437
Barrett Asset Management
New York
$113K – – –
SSB
438
Sandy Spring Bank
Maryland
$113K +$10.3K +447 +10%
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$107K -$5.71K -250 -5%
DWA
440
Divergent Wealth Advisors
Utah
$107K – – –
APSP
441
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K – – –
RCC
442
Red Cedar Capital
Nebraska
$106K +$5.62K +245 +6%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$8.5K +372 +9%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$102K +$3.31K +145 +3%
CAG
445
Csenge Advisory Group
Florida
$101K -$359K -15,628 -78%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$97.8K +$64.6K +2,825 +195%
BWA
447
BDO Wealth Advisors
Florida
$97K – – –
AAP
448
Arax Advisory Partners
Colorado
$95K +$95K +4,159 New
SMG
449
Spectrum Management Group
Indiana
$92K +$9.78K +429 +12%
SQA
450
Simon Quick Advisors
New Jersey
$92K +$92K +4,025 New
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