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iShares Gold Trust
IAU

Overview Fund Activity

552 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$81.5M
2
Morgan Stanley
Morgan Stanley
New York
+$32.5M
3
AL
Arnhold LLC
New York
+$31.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$30.3M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$283M
2
CSIA
Charles Schwab Investment Advisory
California
-$40M
3
Bank of America
Bank of America
North Carolina
-$28.3M
4
BlackRock
BlackRock
New York
-$16.4M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
526
Camarda Financial Advisors
Florida
$9K – – –
CAL
527
Capital Advisors Ltd
Ohio
$8K -$78.5K -3,622 -91%
PFSC
528
Peoples Financial Services Corp
Pennsylvania
$8K – – –
RFA
529
Reilly Financial Advisors
California
$8K +$703 +32 +10%
CAL
530
Capital Analysts LLC
Pennsylvania
$7K -$11.2K -478 -62%
EWM
531
Endurance Wealth Management
Rhode Island
$7K – – –
CFD
532
Creative Financial Designs
Indiana
$7K – – –
TFS
533
TrustCore Financial Services
Tennessee
$7K +$7K +300 New
WPW
534
Winthrop Partners - WNY
New York
$6.86K – – –
NWM
535
Northwest Wealth Management
Iowa
$6K – – –
WT
536
Whittier Trust
California
$6K +$6K +250 New
ANBT
537
American National Bank & Trust
Texas
$5K -$21.5K -966 -81%
WF
538
WealthTrust Fairport
Ohio
$5K +$5K +223 New
IFAM
539
Institutional & Family Asset Management
Colorado
$3K – – –
ClearBridge Investments
540
ClearBridge Investments
New York
$3K – – –
HCM
541
Highlander Capital Management
New Jersey
$3K – – –
BCA
542
Bray Capital Advisors
Florida
$3K – – –
RBC
543
Roble Belko & Company
Pennsylvania
$3K – – –
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +150 New
Group One Trading
545
Group One Trading
Illinois
$2K -$80.8K -2,950 -98%
WAS
546
Winch Advisory Services
Wisconsin
$2K – – –
NR
547
Newfound Research
Massachusetts
$2K – – –
JWM
548
Janiczek Wealth Management
Colorado
$1K – – –
CI
549
CX Institutional
Indiana
$1K +$1K +66 New
First Manhattan
550
First Manhattan
New York
$1K +$1K +75 New
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