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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
$409M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$110M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$695M
4
Ameriprise
Ameriprise
Minnesota
$60.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$715M
2
JPG
Jordan Park Group
California
$1.06M
3
Bank of America
Bank of America
North Carolina
$390M
4
IC
Iconiq Capital
California
$4.98M
5
HNB
Huntington National Bank
Ohio
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
476
D'Orazio & Associates
Virginia
$69K – – –
LWA
477
Lenox Wealth Advisors
New York
$67K – – –
SF
478
Synovus Financial
Georgia
$64K – – –
EWM
479
Elmwood Wealth Management
California
$61.3K – – –
LFG
480
LifePlan Financial Group
Ohio
$61K – – –
SFM
481
Signet Financial Management
New Jersey
$58K – – –
CCM
482
Cribstone Capital Management
Maine
$57K -$54.5K -2,250 -49%
FWM
483
Focused Wealth Management
New York
$54K – – –
AF
484
Allworth Financial
California
$52K -$555 -23 -1%
MCM
485
Mainstay Capital Management
Michigan
$46K +$46K +1,900 New
LFASL
486
Lugano Financial Advisors SA (LFA)
Switzerland
$46K +$46K +1,910 New
ADL
487
Asset Dedication LLC
California
$45K – – –
1IA
488
1834 Investment Advisors
Wisconsin
$44K – – –
FMP
489
Financial Management Professionals
Texas
$44K +$583 +24 +1%
CBT
490
Central Bank & Trust
Kentucky
$40K – – –
LC
491
Landaas & Company
Wisconsin
$39K +$39K +1,629 New
SBL
492
Sargent Bickham Lagudis
Colorado
$38K – – –
FIB
493
First Interstate Bank
Montana
$36K – – –
PCIG
494
Partners Capital Investment Group
Massachusetts
$36K +$36K +1,503 New
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$34.9K – – –
AWM
496
AllSquare Wealth Management
New York
$33K – – –
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
OC
498
Oakworth Capital
Alabama
$33K +$15.5K +650 +88%
CHP
499
Cable Hill Partners
Oregon
$30K -$49.3K -2,055 -62%
GWS
500
Glassman Wealth Services
Virginia
$30K – – –
18 19
20
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