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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 %
DWA
451
Divergent Wealth Advisors
Utah
$112K – – –
APSP
452
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K – – –
SSB
453
Sandy Spring Bank
Maryland
$107K -$8.01K -335 -7%
RCC
454
Red Cedar Capital
Nebraska
$105K – – –
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
BWA
456
BDO Wealth Advisors
Florida
$102K -$6.31K -263 -6%
Simplex Trading
457
Simplex Trading
Illinois
$102K +$4.79K +200 +5%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K -$30.1K -1,250 -23%
CLOS
459
Compagnie Lombard Odier SCmA
Switzerland
$96K -$83.7K -3,500 -47%
CAL
460
Capital Advisors Ltd
Ohio
$96K – – –
RWP
461
RWA Wealth Partners
Massachusetts
$93K +$50.1K +2,091 +117%
FHA
462
Flagship Harbor Advisors
Massachusetts
$91K +$91K +3,822 New
CF
463
Centaurus Financial
California
$90K +$90K +3,759 New
DSC
464
Duncker Streett & Co
Missouri
$89K – – –
AA
465
Apriem Advisors
California
$88K +$88K +3,650 New
SMG
466
Spectrum Management Group
Indiana
$87K – – –
PCG
467
Private Capital Group
Connecticut
$86K – – –
CMBA
468
C.M. Bidwell & Associates
Hawaii
$86K +$32K +1,332 +59%
WIM
469
Westside Investment Management
California
$84.2K -$904 -38 -1%
FHA
470
First Horizon Advisors
Tennessee
$84K +$68.4K +2,850 +438%
GRP
471
Global Retirement Partners
California
$81K -$15.7K -656 -16%
FANJ
472
Financial Architects (New Jersey)
New Jersey
$81K +$16.5K +690 +26%
FFW
473
Fusion Family Wealth
New York
$77K -$80.4K -3,329 -51%
AWA
474
Acorn Wealth Advisors
Michigan
$77K – – –
Group One Trading
475
Group One Trading
Illinois
$73K +$36.7K +1,519 +101%
17 18
19
20 21