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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 %
RFM
501
Royal Fund Management
Florida
$22K – – –
PWAG
502
Polaris Wealth Advisory Group
California
$22K +$22K +855 New
OSNBOA
503
Old Second National Bank of Aurora
Illinois
$20K – – –
CAL
504
Capital Analysts LLC
Pennsylvania
$20K – – –
OC
505
Oakworth Capital
Alabama
$19K – – –
VIA
506
Vantage Investment Advisors
Pennsylvania
$19K – – –
BFC
507
Bedel Financial Consulting
Indiana
$18K +$18K +722 New
CPIG
508
Chicago Partners Investment Group
Illinois
$17K – – –
HIIFS
509
Harel Insurance Investments & Financial Services
Israel
$17K +$17K +650 New
VNA
510
Valley National Advisers
Pennsylvania
$16K – – –
LF
511
Lee Financial
Texas
$16K – – –
FHA
512
First Horizon Advisors
Tennessee
$16K – – –
TWA
513
TCI Wealth Advisors
Arizona
$16K +$4.74K +185 +42%
UBS AM
514
UBS AM
Illinois
$14.3K +$13.7K +538 +2,152%
PA
515
Parallel Advisors
California
$14K – – –
DBT
516
Dubuque Bank & Trust
Iowa
$13K – – –
MBT
517
Monroe Bank & Trust
Michigan
$13K – – –
CGT
518
Capital Guardian Trust
California
$12K +$12K +475 New
MWM
519
MinichMacGregor Wealth Management
New York
$11K – – –
SA
520
SRH Advisors
Kansas
$10K – – –
VCM
521
Virtue Capital Management
Tennessee
$10K +$10K +377 New
LNB
522
Ledyard National Bank
$10K +$10K +383 New
CFA
523
Camarda Financial Advisors
Florida
$10K +$10K +400 New
PFSC
524
Peoples Financial Services Corp
Pennsylvania
$9K – – –
MSA
525
Marino Stram & Associates
Massachusetts
$9K – – –
19 20
21
22 23