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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 %
GBBWRPM
526
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$9K +350 New
KCPG
527
Kavar Capital Partners Group
Kansas
$9K +$9K +373 New
RFA
528
Reilly Financial Advisors
California
$8K -$8.07K -335 -50%
MSTVIM
529
Messner & Smith Theme Value Investment Management
California
$8K – – –
SPIA
530
Steward Partners Investment Advisory
New York
$8K +$5.39K +213 +207%
FMB
531
Field & Main Bank
Kentucky
$8K +$8K +320 New
WPW
532
Winthrop Partners - WNY
New York
$7.7K +$7.7K +300 New
EWM
533
Endurance Wealth Management
Rhode Island
$7K – – –
SIS
534
Sound Income Strategies
Florida
$7K +$6.43K +238 +1,133%
NWM
535
Northwest Wealth Management
Iowa
$7K +$7K +276 New
AIM
536
Anchor Investment Management
South Carolina
$6.37K – – –
YWP
537
YorkBridge Wealth Partners
New York
$6K – – –
FCAG
538
First Capital Advisors Group
New Jersey
$6K +$6K +250 New
DWM
539
Destination Wealth Management
California
$5K +$5K +205 New
ClearBridge Investments
540
ClearBridge Investments
New York
$4K – – –
HCM
541
Highlander Capital Management
New Jersey
$3K – – –
WAS
542
Winch Advisory Services
Wisconsin
$3K – – –
RBC
543
Roble Belko & Company
Pennsylvania
$3K – – –
BCA
544
Bray Capital Advisors
Florida
$3K +$3K +125 New
IFAM
545
Institutional & Family Asset Management
Colorado
$3K +$3K +125 New
WWM
546
Wagner Wealth Management
South Carolina
$2K -$5.33K -200 -73%
TCM
547
TD Capital Management
Tennessee
$2K – – –
NR
548
Newfound Research
Massachusetts
$2K – – –
SWPG
549
Strategic Wealth Partners Group
Illinois
$956 +$956 +38 New
AFNAS
550
American Financial Network Advisory Services
California
$471 -$2.16M -105,615 -100%
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