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iShares Gold Trust
IAU

Overview Fund Activity

479 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+20
Holders Change %
+4.36%
% of All Funds
11.96%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.27M
Net Calls Change
+$449K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.6M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$56M
3
HNB
Huntington National Bank
Ohio
-$21.2M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
451
Lee Financial
Texas
$15K – – –
Lazard Asset Management
452
Lazard Asset Management
New York
$15K +$15K +630 New
PA
453
Parallel Advisors
California
$13K -$74.9K -3,077 -85%
AC
454
Alexandria Capital
Virginia
$12K – – –
TDC
455
Thompson Davis & Co
Virginia
$12K – – –
AP
456
Atwood & Palmer
Missouri
$12K +$12K +469 New
DBT
457
Dubuque Bank & Trust
Iowa
$12K +$12K +500 New
MWM
458
MinichMacGregor Wealth Management
New York
$11K – – –
TWA
459
TCI Wealth Advisors
Arizona
$11K +$9.38K +375 +577%
BWP
460
Baldwin Wealth Partners
Massachusetts
$11K +$11K +438 New
SA
461
SRH Advisors
Kansas
$10K – – –
WT
462
Whittier Trust
California
$9K – – –
PFSC
463
Peoples Financial Services Corp
Pennsylvania
$8K – – –
LCM
464
Liberty Capital Management
Michigan
$8K – – –
MSTVIM
465
Messner & Smith Theme Value Investment Management
California
$8K – – –
EWM
466
Endurance Wealth Management
Rhode Island
$7K – – –
IWMA
467
Ironwood Wealth Management (Arizona)
Arizona
$7K +$7K +292 New
AIM
468
Anchor Investment Management
South Carolina
$6.16K – – –
TFA
469
Transamerica Financial Advisors
Florida
$6K -$578K -21,103 -99%
YWP
470
YorkBridge Wealth Partners
New York
$6K -$53.9K -2,245 -90%
CHC
471
City Holding Co
West Virginia
$6K – – –
BL
472
Balentine LLC
Georgia
$5K – – –
ClearBridge Investments
473
ClearBridge Investments
New York
$4K – – –
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
HCM
475
Highlander Capital Management
New Jersey
$3K – – –
17 18
19
20 21