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iShares Gold Trust
IAU

Overview Fund Activity

536 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+57
Holders Change %
+11.9%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$595M
2
CSIA
Charles Schwab Investment Advisory
California
$983M
3
MB
Mizuho Bank
Japan
$21.3M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Bank of America
Bank of America
North Carolina
$369M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.93M
2
WIM
Windhaven Investment Management
Massachusetts
$181M
3
HNB
Huntington National Bank
Ohio
$30.4M
4
3AM
3EDGE Asset Management
Florida
$30M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
526
Roble Belko & Company
Pennsylvania
$3K – – –
PWM
527
Paulson Wealth Management
Illinois
$3K +$3K +100 New
SPIA
528
Steward Partners Investment Advisory
New York
$2K -$16.6K -856 -89%
TCM
529
TD Capital Management
Tennessee
$2K – – –
NR
530
Newfound Research
Massachusetts
$2K +$52 +2 +3%
TCM
531
Tradewinds Capital Management
Washington
$2K +$2K +80 New
KTM
532
Keeler Thomas Management
Utah
$2K +$2K +100 New
SIS
533
Sound Income Strategies
Florida
$1K +$1K +21 New
WTB
534
Washington Trust Bank
Washington
$1K +$1K +40 New
UBS AM
535
UBS AM
Illinois
$626 +$626 +25 New
PCG
536
Private Capital Group
Connecticut
$90 +$90 +3,605 New
Mitsubishi UFJ Trust & Banking
537
Mitsubishi UFJ Trust & Banking
Japan
– -$14.8M -600,000 Closed
MSWM
538
Mader & Shannon Wealth Management
Missouri
– -$10.7M -433,292 Closed
BCM
539
Brookstone Capital Management
Illinois
– -$5.97M -242,418 Closed
MLL
540
Moody Lynn & Lieberson
Massachusetts
– -$1.15M -46,942 Closed
RWP
541
RWA Wealth Partners
Massachusetts
– -$1.14M -46,297 Closed
NPC
542
National Planning Corporation
California
– -$881K -35,789 Closed
CA
543
Cambridge Associates
Massachusetts
– -$793K -32,200 Closed
MWM
544
Merriman Wealth Management
Washington
– -$559K -22,720 Closed
PPA
545
Parametric Portfolio Associates
Washington
– -$374K -15,182 Closed
GC
546
Garde Capital
Washington
– -$274K -11,129 Closed
ICOA
547
Investment Centers of America
North Dakota
– -$275K -11,084 Closed
APP
548
Avantax Planning Partners
Iowa
– -$269K -10,939 Closed
SF
549
Synovus Financial
Georgia
– -$204K -8,323 Closed
Jane Street
550
Jane Street
New York
– -$157K -6,383 Closed
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