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iShares Gold Trust
IAU

Overview Fund Activity

551 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$316M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$179M
3
CSIA
Charles Schwab Investment Advisory
California
+$136M
4
Bank of America
Bank of America
North Carolina
+$126M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$48.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$30.4M
2
MB
Mizuho Bank
Japan
-$21.3M
3
Morgan Stanley
Morgan Stanley
New York
-$16.8M
4
HPWM
Highland Private Wealth Management
Washington
-$9.65M
5
MP
Manifold Partners
California
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$12.5M – – –
CCM
52
Coldstream Capital Management
Washington
$12.4M +$3.07M +120,621 +33%
FM
53
Foster & Motley
Ohio
$12.4M +$38.3K +1,504 +0.3%
MIS
54
Morningstar Investment Services
Illinois
$12.4M -$1.72M -67,390 -12%
VCM
55
Verger Capital Management
North Carolina
$11.8M -$14.4K -567 -0.1%
NA
56
Nottingham Advisors
New York
$11.6M -$467K -17,791 -4%
GCM
57
Gabalex Capital Management
New York
$11.5M +$11.5M +450,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$11.3M -$85.9K -3,374 -0.8%
EWM
59
Evercore Wealth Management
New York
$10.6M +$6.96M +273,557 +194%
GG
60
GenWealth Group
New Jersey
$9.42M +$932K +36,600 +11%
MA
61
MUFG Americas
New York
$9.42M +$321K +12,620 +4%
RJA
62
Raymond James & Associates
Florida
$9.34M -$722K -28,351 -7%
ZF
63
Zhang Financial
Michigan
$9.33M -$122K -4,714 -1%
FT
64
Fiduciary Trust
Massachusetts
$9.17M +$2.6M +102,240 +40%
BL
65
BCWM LLC
Kansas
$9.05M +$1.91M +75,129 +27%
TF
66
TIAA FSB
Florida
$8.24M +$1.92M +75,453 +30%
Invesco
67
Invesco
Georgia
$8.15M +$10.1K +396 +0.1%
LWA
68
Lowe Wealth Advisors
Maryland
$8.09M +$445K +17,482 +6%
MSL
69
Mackay Shields LLC
New York
$7.99M – – –
LWM
70
Lenox Wealth Management
Ohio
$7.96M +$1.58M +62,108 +25%
M&T Bank
71
M&T Bank
New York
$7.71M +$179K +7,039 +2%
NCM
72
Narwhal Capital Management
Georgia
$7.66M +$455K +17,868 +6%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$7.55M +$3.92M +153,997 +108%
BFO
74
Biltmore Family Office
North Carolina
$7.52M +$46.1K +1,812 +0.6%
CA
75
Cetera Advisors
Colorado
$7.4M +$64.1K +2,514 +0.9%
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