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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 %
1IA
476
1834 Investment Advisors
Wisconsin
$42K – – –
CLOS
477
Compagnie Lombard Odier SCmA
Switzerland
$40K -$51.8K -2,265 -56%
CBT
478
Central Bank & Trust
Kentucky
$38K – – –
FHA
479
First Horizon Advisors
Tennessee
$36K -$41.5K -1,875 -54%
SBL
480
Sargent Bickham Lagudis
Colorado
$36K – – –
IWMA
481
Ironwood Wealth Management (Arizona)
Arizona
$36K +$24.6K +1,062 +215%
PCIG
482
Partners Capital Investment Group
Massachusetts
$34K – – –
FIB
483
First Interstate Bank
Montana
$34K – – –
MWPCG
484
Measured Wealth Private Client Group
New Hampshire
$33K +$33K +1,450 New
OC
485
Oakworth Capital
Alabama
$32K – – –
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
CMBA
487
C.M. Bidwell & Associates
Hawaii
$30K -$50.7K -2,250 -63%
CHP
488
Cable Hill Partners
Oregon
$29K – – –
MWM
489
Mascoma Wealth Management
New Hampshire
$29K – – –
BCM
490
Blume Capital Management
California
$28K – – –
AIM
491
Advantage Investment Management
Iowa
$28K +$1.7K +75 +6%
ACS
492
Archford Capital Strategies
Illinois
$27K – – –
CFGS
493
Concourse Financial Group Securities
Alabama
$27K +$27K +1,185 New
DWM
494
Destination Wealth Management
California
$26K -$1.7K -75 -6%
PFBT
495
Parkside Financial Bank & Trust
Missouri
$26K – – –
CA
496
Crewe Advisors
Utah
$26K – – –
AWM
497
AllSquare Wealth Management
New York
$24K -$7.6K -331 -24%
BWA
498
Burt Wealth Advisors
Maryland
$23K – – –
PS
499
Portfolio Strategies
New York
$23K – – –
MIM
500
Macroview Investment Management
Maryland
$22K -$91.8K -4,100 -81%
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