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iShares Gold Trust
IAU

Overview Fund Activity

536 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+57
Holders Change %
+11.9%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$595M
2
CSIA
Charles Schwab Investment Advisory
California
$983M
3
MB
Mizuho Bank
Japan
$21.3M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Bank of America
Bank of America
North Carolina
$369M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.93M
2
WIM
Windhaven Investment Management
Massachusetts
$181M
3
HNB
Huntington National Bank
Ohio
$30.4M
4
3AM
3EDGE Asset Management
Florida
$30M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Verger Capital Management
North Carolina
$11.6M +$1.42M +56,800 +14%
NA
52
Nottingham Advisors
New York
$11.5M +$508K +20,317 +5%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$11.2M -$296K -11,811 -3%
RJA
54
Raymond James & Associates
Florida
$9.89M -$212K -8,479 -2%
HPWM
55
Highland Private Wealth Management
Washington
$9.65M +$615K +24,564 +7%
ZF
56
Zhang Financial
Michigan
$9.31M -$110K -4,353 -1%
CCM
57
Coldstream Capital Management
Washington
$9.17M +$2.44M +97,557 +36%
MA
58
MUFG Americas
New York
$8.94M +$1.33M +53,326 +18%
Allianz Asset Management
59
Allianz Asset Management
Germany
$8.85M – – –
Stifel Financial
60
Stifel Financial
Missouri
$8.83M -$720K -28,727 -8%
GG
61
GenWealth Group
New Jersey
$8.55M +$1.79M +69,893 +27%
Invesco
62
Invesco
Georgia
$8M -$335K -13,371 -4%
MSL
63
Mackay Shields LLC
New York
$7.86M – – –
LWA
64
Lowe Wealth Advisors
Maryland
$7.51M +$73.9K +2,955 +1%
M&T Bank
65
M&T Bank
New York
$7.4M -$847K -33,847 -10%
BFO
66
Biltmore Family Office
North Carolina
$7.35M +$7.35M +293,708 New
CA
67
Cetera Advisors
Colorado
$7.21M -$140K -5,602 -2%
NCM
68
Narwhal Capital Management
Georgia
$7.08M +$216K +8,632 +3%
TFCP
69
Twin Focus Capital Partners
Massachusetts
$7.08M +$360K +14,375 +5%
BL
70
BCWM LLC
Kansas
$7.01M -$1.09M -43,529 -13%
MP
71
Manifold Partners
California
$6.82M +$542K +21,660 +9%
DF
72
Donoghue Forlines
Massachusetts
$6.82M +$6.82M +272,566 New
AA
73
Advisory Alpha
Michigan
$6.5M +$602K +23,479 +10%
FT
74
Fiduciary Trust
Massachusetts
$6.46M +$1.57M +62,560 +32%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$6.28M +$408K +16,155 +7%
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