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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 %
PCG
451
Private Capital Group
Connecticut
$82K – – –
FHA
452
Flagship Harbor Advisors
Massachusetts
$81K -$6.33K -277 -7%
CFG
453
Citizens Financial Group
Rhode Island
$77K -$45.4K -1,985 -37%
GRP
454
Global Retirement Partners
California
$77K +$46 +2 +0.1%
WIM
455
Westside Investment Management
California
$75.4K -$5.27K -231 -7%
GP
456
Girard Partners
Pennsylvania
$72K -$66.6K -2,943 -48%
FGAM
457
Financial Gravity Asset Management
Texas
$69K +$41.8K +1,791 +154%
Barclays
458
Barclays
United Kingdom
$66K -$145K -6,337 -69%
DOA
459
D'Orazio & Associates
Virginia
$65K – – –
LWA
460
Lenox Wealth Advisors
New York
$64K – – –
SF
461
Synovus Financial
Georgia
$61K – – –
FFW
462
Fusion Family Wealth
New York
$60K -$12.5K -551 -17%
EWM
463
Elmwood Wealth Management
California
$58.3K – – –
LFG
464
LifePlan Financial Group
Ohio
$58K – – –
CCM
465
Cribstone Capital Management
Maine
$54K – – –
AF
466
Allworth Financial
California
$53K +$3.6K +157 +7%
FANJ
467
Financial Architects (New Jersey)
New Jersey
$52K -$26K -1,130 -33%
FWM
468
Focused Wealth Management
New York
$52K – – –
APP
469
Avantax Planning Partners
Iowa
$52K +$52K +2,264 New
SIM
470
Sonora Investment Management
Arizona
$48K +$48K +2,090 New
ACA
471
Atlas Capital Advisors
Wyoming
$46.2K +$46.2K +2,010 New
TC
472
Trilogy Capital
California
$46K +$37.1K +1,615 +419%
LFASL
473
Lugano Financial Advisors SA (LFA)
Switzerland
$44K – – –
MCM
474
Mainstay Capital Management
Michigan
$43K +$45 +2 +0.1%
ADL
475
Asset Dedication LLC
California
$42K – – –
17 18
19
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