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iShares Gold Trust
IAU

Overview Fund Activity

459 hedge funds and large institutions have $4.15B invested in iShares Gold Trust in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
–
Holders Change %
0%
% of All Funds
11.46%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
44
Increased
153
Reduced
120
Closed
40
Calls
$960K
Puts
$144K
Net Calls
+$816K
Net Calls Change
-$1.43M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$134M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$127M
3
CSIA
Charles Schwab Investment Advisory
California
$697M
4
BlackRock
BlackRock
New York
$539M
5
Bank of America
Bank of America
North Carolina
$292M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$248M
2
RGIA
Rainier Group Investment Advisory
Washington
$0
3
AAM
Aberdeen Asset Management
United Kingdom
$0
4
HNB
Huntington National Bank
Ohio
$21.2M
5
BAM
Baring Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$8.32M +$6.72M +281,494 +420%
RJA
52
Raymond James & Associates
Florida
$8.23M -$2.39M -100,010 -22%
VCM
53
Verger Capital Management
North Carolina
$8.23M – – –
Stifel Financial
54
Stifel Financial
Missouri
$8.2M +$942K +39,444 +13%
Invesco
55
Invesco
Georgia
$8.03M +$1.84K +77 +0%
HPWM
56
Highland Private Wealth Management
Washington
$7.93M +$642K +26,865 +9%
BL
57
BCWM LLC
Kansas
$7.61M +$255K +10,689 +3%
MSL
58
Mackay Shields LLC
New York
$7.5M – – –
LWA
59
Lowe Wealth Advisors
Maryland
$7.07M +$73.1K +3,062 +1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$6.88M +$1.13M +47,459 +20%
TF
61
TIAA FSB
Florida
$6.6M +$6.6M +276,547 New
TFCP
62
Twin Focus Capital Partners
Massachusetts
$6.41M -$88.4K -3,700 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$6.41M -$227K -9,505 -3%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$5.97M +$1.54M +64,629 +35%
CCM
65
Coldstream Capital Management
Washington
$5.97M +$1.2M +50,199 +25%
BFM
66
Boston Financial Management
Massachusetts
$5.77M -$265K -11,079 -4%
NCM
67
Narwhal Capital Management
Georgia
$5.63M +$412K +17,246 +8%
BOS
68
Bingham Osborn & Scarborough
California
$5.45M -$126K -5,292 -2%
AA
69
Advisory Alpha
Michigan
$5.43M +$218K +9,015 +4%
MP
70
Manifold Partners
California
$5.38M +$110K +4,624 +2%
CMO
71
Covenant Multifamily Offices
Texas
$5.35M +$2.79M +116,827 +109%
MML Investors Services
72
MML Investors Services
Massachusetts
$5.31M +$234K +9,797 +5%
WMG
73
WESCAP Management Group
California
$5.21M – – –
HFM
74
Harvest Fund Management
China
$5.2M -$792K -33,151 -13%
WIP
75
Wellesley Investment Partners
Massachusetts
$5.19M +$148K +6,179 +3%
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