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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 %
II
476
Inspire Investing
Idaho
$31K +$31K +1,225 New
ANBT
477
American National Bank & Trust
Texas
$30K – – –
CAW
478
Cornerstone Advisors (Washington)
Washington
$30K – – –
SBL
479
Sargent Bickham Lagudis
Colorado
$30K – – –
KTC
480
Kistler-Tiffany Companies
Pennsylvania
$29K -$7.57K -300 -21%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$28K – – –
SP
482
SWS Partners
Ohio
$28K +$28K +1,106 New
CA
483
Crewe Advisors
Utah
$28K +$28K +1,133 New
PS
484
Portfolio Strategies
New York
$25K +$25K +1,000 New
NCM
485
New Capital Management
Texas
$24K – – –
FGC
486
Financial Gravity Companies
Texas
$24K +$24K +927 New
BWP
487
Baldwin Wealth Partners
Massachusetts
$23K +$12K +480 +110%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
RFM
489
Royal Fund Management
Florida
$21K – – –
CAL
490
Capital Analysts LLC
Pennsylvania
$19K – – –
OSNBOA
491
Old Second National Bank of Aurora
Illinois
$19K – – –
VIA
492
Vantage Investment Advisors
Pennsylvania
$19K +$650 +26 +4%
SIAS
493
Shine Investment Advisory Services
Colorado
$18K – – –
OC
494
Oakworth Capital
Alabama
$18K – – –
RFA
495
Reilly Financial Advisors
California
$17K -$61K -2,394 -78%
FHA
496
First Horizon Advisors
Tennessee
$16K -$12.3K -500 -43%
VNA
497
Valley National Advisers
Pennsylvania
$16K – – –
LF
498
Lee Financial
Texas
$16K – – –
CPIG
499
Chicago Partners Investment Group
Illinois
$16K – – –
CA
500
Calton & Associates
Florida
$15K +$15K +585 New
18 19
20
21 22