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iShares Gold Trust
IAU

Overview Fund Activity

536 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+57
Holders Change %
+11.9%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$595M
2
CSIA
Charles Schwab Investment Advisory
California
$983M
3
MB
Mizuho Bank
Japan
$21.3M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Bank of America
Bank of America
North Carolina
$369M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.93M
2
WIM
Windhaven Investment Management
Massachusetts
$181M
3
HNB
Huntington National Bank
Ohio
$30.4M
4
3AM
3EDGE Asset Management
Florida
$30M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
26
People's United Financial
Connecticut
$28.7M +$754K +30,124 +3%
Ameriprise
27
Ameriprise
Minnesota
$28.4M +$2.57M +102,745 +10%
PL
28
Polianta Ltd
Jersey
$24.8M -$6.33M -253,000 -20%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24.6M -$282K -11,283 -1%
MB
30
Mizuho Bank
Japan
$21.3M +$21.3M +850,000 New
SH
31
Sandia Holdings
Connecticut
$20.9M – – –
AHSSHC
32
Adventist Health System Sunbelt Healthcare Corp
Florida
$18.3M +$17.1M +682,350 +1,387%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$17.2M -$2.11M -84,442 -11%
EA
34
Evanston Advisors
Illinois
$16.7M -$429K -17,155 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$16M +$693K +27,703 +5%
TAM
36
Tocqueville Asset Management
New York
$15.4M -$440K -17,581 -3%
JFA
37
JNBA Financial Advisors
Minnesota
$15.3M +$453K +18,096 +3%
GI
38
Gradient Investments
Minnesota
$15.3M +$2.15M +85,876 +16%
GPC
39
Guardian Point Capital
Virginia
$15M – – –
FCFS
40
First Command Financial Services
Texas
$14.3M +$785K +31,384 +6%
FCB
41
First Command Bank
Texas
$14.3M +$785K +31,384 +6%
GMA
42
Goldstein Munger & Associates
California
$14.3M -$137K -5,463 -0.9%
MIS
43
Morningstar Investment Services
Illinois
$13.8M +$1.18M +46,980 +9%
GC
44
Gibson Capital
Pennsylvania
$13.2M +$478K +19,209 +4%
Northern Trust
45
Northern Trust
Illinois
$12.8M +$1.42M +56,779 +12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.29M +51,542 +12%
Axa
47
Axa
France
$12.3M -$600K -24,000 -5%
FM
48
Foster & Motley
Ohio
$12.1M -$33.8K -1,349 -0.3%
VCM
49
Vigilant Capital Management
Maine
$11.9M -$1.04M -41,428 -8%
LSAG
50
Lake Street Advisors Group
New Hampshire
$11.6M +$11.6M +464,760 New
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