IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

479 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+20
Holders Change %
+4.36%
% of All Funds
11.96%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.27M
Net Calls Change
+$449K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.6M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$182M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$56M
3
HNB
Huntington National Bank
Ohio
-$21.2M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
51
Mader & Shannon Wealth Management
Missouri
$10.7M +$10.7M +433,292 New
VCM
52
Verger Capital Management
North Carolina
$9.98M +$1.5M +61,002 +18%
RJA
53
Raymond James & Associates
Florida
$9.94M +$1.46M +59,219 +17%
Stifel Financial
54
Stifel Financial
Missouri
$9.38M +$932K +37,873 +11%
ZF
55
Zhang Financial
Michigan
$9.16M -$78.7K -3,188 -0.9%
HPWM
56
Highland Private Wealth Management
Washington
$8.89M +$717K +29,105 +9%
Allianz Asset Management
57
Allianz Asset Management
Germany
$8.71M – – –
Invesco
58
Invesco
Georgia
$8.21M -$77.9K -3,162 -0.9%
M&T Bank
59
M&T Bank
New York
$8.12M -$463K -18,806 -5%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$8.04M +$3.23M +131,225 +67%
BL
61
BCWM LLC
Kansas
$7.97M +$121K +4,931 +2%
MSL
62
Mackay Shields LLC
New York
$7.73M – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$7.63M +$1.02M +41,316 +15%
MA
64
MUFG Americas
New York
$7.49M +$2.31M +94,020 +45%
LWA
65
Lowe Wealth Advisors
Maryland
$7.32M +$29.6K +1,203 +0.4%
CA
66
Cetera Advisors
Colorado
$7.22M +$2.74M +111,512 +61%
TF
67
TIAA FSB
Florida
$6.79M -$20.4K -828 -0.3%
NCM
68
Narwhal Capital Management
Georgia
$6.75M +$951K +38,617 +16%
Capstone Investment Advisors
69
Capstone Investment Advisors
New York
$6.73M +$3.4M +138,038 +102%
CCM
70
Coldstream Capital Management
Washington
$6.62M +$461K +18,711 +7%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$6.61M – – –
GG
72
GenWealth Group
New Jersey
$6.49M +$1.72M +70,044 +36%
MP
73
Manifold Partners
California
$6.18M +$630K +25,577 +11%
CMO
74
Covenant Multifamily Offices
Texas
$6M +$475K +19,311 +9%
BCM
75
Brookstone Capital Management
Illinois
$5.97M +$5.97M +242,418 New
1 2
3
4 5