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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 %
SBIA
576
Sheaff Brock Investment Advisors
Indiana
– -$160K -6,295 Closed
RCM
577
RB Capital Management
Nevada
– -$155K -6,070 Closed
FIM
578
Frontier Investment Management
Texas
– -$152K -5,987 Closed
WKWM
579
Walter & Keenan Wealth Management
Indiana
– -$142K -5,565 Closed
CTA
580
Colonial Trust Advisors
South Carolina
– -$136K -5,346 Closed
RC
581
RegentAtlantic Capital
New Jersey
– -$129K -5,081 Closed
APP
582
Avantax Planning Partners
Iowa
– -$77K -3,014 Closed
WAM
583
Watermark Asset Management
California
– -$61K -2,390 Closed
AIS
584
AlphaOne Investment Services
Pennsylvania
– -$41K -1,594 Closed
ACA
585
Atlas Capital Advisors
Wyoming
– -$38.2K -1,500 Closed
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$30K -1,165 Closed
SP
587
SWS Partners
Ohio
– -$22K -842 Closed
UBS AM
588
UBS AM
Illinois
– -$14.3K -563 Closed
CGT
589
Capital Guardian Trust
California
– -$12K -475 Closed
MWM
590
MinichMacGregor Wealth Management
New York
– -$11K -471 Closed
VCM
591
Virtue Capital Management
Tennessee
– -$10K -377 Closed
KCPG
592
Kavar Capital Partners Group
Kansas
– -$9K -373 Closed
MSA
593
Marino Stram & Associates
Massachusetts
– -$9K -350 Closed
FMB
594
Field & Main Bank
Kentucky
– -$8K -320 Closed
FCAG
595
First Capital Advisors Group
New Jersey
– -$6K -250 Closed
WWM
596
Wagner Wealth Management
South Carolina
– -$2K -75 Closed
SWPG
597
Strategic Wealth Partners Group
Illinois
– -$956 -38 Closed
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