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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 %
MWM
501
Mascoma Wealth Management
New Hampshire
$30K – – –
ANBT
502
American National Bank & Trust
Texas
$29K – – –
DWM
503
Destination Wealth Management
California
$29K +$24.1K +1,017 +496%
MGIA
504
Moneta Group Investment Advisors
Missouri
$29K +$29K +1,204 New
BCM
505
Blume Capital Management
California
$29K +$29K +1,212 New
AIM
506
Advantage Investment Management
Iowa
$28K -$12K -500 -30%
MLIC
507
Mandatum Life Insurance Company
Finland
$28K +$28K +1,165 New
ACS
508
Archford Capital Strategies
Illinois
$28K +$28K +1,175 New
FGAM
509
Financial Gravity Asset Management
Texas
$27K -$2.35K -101 -8%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$27K – – –
CA
511
Crewe Advisors
Utah
$27K – – –
BWA
512
Burt Wealth Advisors
Maryland
$24K -$97.7K -4,039 -80%
PS
513
Portfolio Strategies
New York
$24K – – –
BWP
514
Baldwin Wealth Partners
Massachusetts
$22K – – –
PWAG
515
Polaris Wealth Advisory Group
California
$22K – – –
RFM
516
Royal Fund Management
Florida
$21K – – –
BBHC
517
Brown Brothers Harriman & Co
New York
$21K +$21K +866 New
LA
518
Legacy Advisors
Pennsylvania
$21K +$21K +868 New
BFC
519
Bedel Financial Consulting
Indiana
$20K +$2.3K +94 +13%
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$19K -$3.54K -149 -16%
OSNBOA
521
Old Second National Bank of Aurora
Illinois
$19K – – –
CAL
522
Capital Analysts LLC
Pennsylvania
$19K – – –
VIA
523
Vantage Investment Advisors
Pennsylvania
$18K – – –
HIIFS
524
Harel Insurance Investments & Financial Services
Israel
$16K -$17K -650 Closed
CPIG
525
Chicago Partners Investment Group
Illinois
$16K – – –
19 20
21
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