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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 %
CWM
51
Cornerstone Wealth Management
Missouri
$12.7M +$11.3M +67,085 +809%
FT
52
Fiduciary Trust
Massachusetts
$12.6M +$3.94M +163,823 +45%
Northern Trust
53
Northern Trust
Illinois
$12.2M -$270K -11,211 -2%
MIS
54
Morningstar Investment Services
Illinois
$12.2M +$477K +19,861 +4%
FM
55
Foster & Motley
Ohio
$12M +$321K +13,348 +3%
NA
56
Nottingham Advisors
New York
$11.8M +$204K +7,760 +2%
Axa
57
Axa
France
$11.8M – – –
FA
58
FDx Advisors
Illinois
$11.5M +$11.5M +476,383 New
VCM
59
Verger Capital Management
North Carolina
$11.3M +$210K +8,716 +2%
EWM
60
Evercore Wealth Management
New York
$10.8M +$851K +35,398 +9%
HPWM
61
Highland Private Wealth Management
Washington
$10.7M +$10.7M +446,804 New
RJA
62
Raymond James & Associates
Florida
$10.5M +$1.65M +68,522 +19%
PCP
63
Proficio Capital Partners
Massachusetts
$10.1M +$3.92M +163,099 +63%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$9.85M -$823K -34,253 -8%
GG
65
GenWealth Group
New Jersey
$9.83M +$939K +39,111 +11%
OAM
66
Oxford Asset Management
United Kingdom
$9.44M +$9.44M +394,250 New
MA
67
MUFG Americas
New York
$9.23M +$334K +13,886 +4%
M&T Bank
68
M&T Bank
New York
$9.19M +$1.91M +79,320 +26%
ZF
69
Zhang Financial
Michigan
$8.48M -$133K -5,575 -2%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$8.28M +$8.2M +341,068 +10,421%
LWM
71
Lenox Wealth Management
Ohio
$8.12M +$598K +24,869 +8%
SG Americas Securities
72
SG Americas Securities
New York
$7.99M +$3.01M +125,244 +61%
LWA
73
Lowe Wealth Advisors
Maryland
$7.72M +$87.6K +3,644 +1%
Invesco
74
Invesco
Georgia
$7.57M -$128K -5,332 -2%
MSL
75
Mackay Shields LLC
New York
$7.55M – – –
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