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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 %
VNA
526
Valley National Advisers
Pennsylvania
$15K – – –
LF
527
Lee Financial
Texas
$15K – – –
TWA
528
TCI Wealth Advisors
Arizona
$15K – – –
RWA
529
River Wealth Advisors
Pennsylvania
$13K +$13K +533 New
MBT
530
Monroe Bank & Trust
Michigan
$12K – – –
DBT
531
Dubuque Bank & Trust
Iowa
$12K – – –
PA
532
Parallel Advisors
California
$12K – – –
IWMA
533
Ironwood Wealth Management (Arizona)
Arizona
$12K +$12K +494 New
QCIG
534
Quad-Cities Investment Group
Iowa
$12K +$12K +500 New
SA
535
SRH Advisors
Kansas
$10K – – –
CFA
536
Camarda Financial Advisors
Florida
$10K – – –
CFC
537
Coyle Financial Counsel
Illinois
$10K +$10K +435 New
LNB
538
Ledyard National Bank
$9K – – –
TC
539
Trilogy Capital
California
$9K +$9K +385 New
PFSC
540
Peoples Financial Services Corp
Pennsylvania
$8K – – –
RFA
541
Reilly Financial Advisors
California
$8K – – –
GBBWRPM
542
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K – – –
CFD
543
Creative Financial Designs
Indiana
$8K +$8K +313 New
WPW
544
Winthrop Partners - WNY
New York
$7.21K – – –
EWM
545
Endurance Wealth Management
Rhode Island
$7K – – –
NWM
546
Northwest Wealth Management
Iowa
$7K – – –
AIM
547
Anchor Investment Management
South Carolina
$6.01K – – –
YWP
548
YorkBridge Wealth Partners
New York
$6K – – –
IAS
549
IMA Advisory Services
Colorado
$5K +$5K +202 New
ClearBridge Investments
550
ClearBridge Investments
New York
$4K – – –
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