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iShares Gold Trust
IAU

Overview Fund Activity

551 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$316M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
3
CSIA
Charles Schwab Investment Advisory
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$126M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$48.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$30.4M
2
MB
Mizuho Bank
Japan
-$21.3M
3
Morgan Stanley
Morgan Stanley
New York
-$16.8M
4
HPWM
Highland Private Wealth Management
Washington
-$9.65M
5
MP
Manifold Partners
California
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
476
Financial Management Professionals
Texas
$45K – – –
RWP
477
RWA Wealth Partners
Massachusetts
$45K +$45K +1,787 New
AIM
478
Advantage Investment Management
Iowa
$42K -$2.1K -83 -5%
CBT
479
Central Bank & Trust
Kentucky
$42K – – –
AIS
480
AlphaOne Investment Services
Pennsylvania
$41K +$1.36K +53 +3%
SBL
481
Sargent Bickham Lagudis
Colorado
$41K +$10K +388 +32%
ACA
482
Atlas Capital Advisors
Wyoming
$38.2K +$38.2K +1,500 New
FIB
483
First Interstate Bank
Montana
$38K – – –
Group One Trading
484
Group One Trading
Illinois
$38K +$38K +1,504 New
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$37K -$1.81K -71 -5%
AWM
486
AllSquare Wealth Management
New York
$35K – – –
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
GWS
488
Glassman Wealth Services
Virginia
$32K – – –
MWM
489
Mascoma Wealth Management
New Hampshire
$32K – – –
FGC
490
Financial Gravity Companies
Texas
$32K +$8.53K +337 +36%
FGAM
491
Financial Gravity Asset Management
Texas
$32K +$32K +1,264 New
CAW
492
Cornerstone Advisors (Washington)
Washington
$31K – – –
ANBT
493
American National Bank & Trust
Texas
$30K – – –
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K +$30K +1,165 New
PFBT
495
Parkside Financial Bank & Trust
Missouri
$29K – – –
CA
496
Crewe Advisors
Utah
$29K – – –
PS
497
Portfolio Strategies
New York
$25K – – –
KTC
498
Kistler-Tiffany Companies
Pennsylvania
$24K -$5.06K -200 -17%
BWP
499
Baldwin Wealth Partners
Massachusetts
$23K – – –
SP
500
SWS Partners
Ohio
$22K -$6.9K -264 -24%
18 19
20
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