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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 %
LWM
76
Lenox Wealth Management
Ohio
$6.27M +$3.88M +155,103 +162%
TF
77
TIAA FSB
Florida
$6.21M -$691K -27,611 -10%
USAA
78
United Services Automobile Association
Texas
$6.02M +$1.01M +40,450 +20%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$6.01M -$2.17M -86,591 -27%
QIM
80
Quest Investment Management
Oregon
$6.01M +$1.01M +40,290 +20%
CCM
81
Covington Capital Management
California
$5.99M +$724K +28,930 +14%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$5.93M -$77.6M -3,102,218 -93%
WIP
83
Wellesley Investment Partners
Massachusetts
$5.68M +$164K +6,568 +3%
BOS
84
Bingham Osborn & Scarborough
California
$5.61M -$98.3K -3,929 -2%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$5.49M +$425K +16,989 +8%
Renaissance Technologies
86
Renaissance Technologies
New York
$5.45M +$5.45M +217,800 New
RWA
87
RGT Wealth Advisors
Texas
$5.43M – – –
Nomura Asset Management
88
Nomura Asset Management
Japan
$5.35M -$560K -22,400 -9%
AA
89
Ancora Advisors
Ohio
$5.3M – – –
CAN
90
Cetera Advisor Networks
California
$5.24M +$257K +10,280 +5%
WMG
91
WESCAP Management Group
California
$4.99M -$413K -16,491 -8%
Creative Planning
92
Creative Planning
Kansas
$4.98M -$226K -9,035 -4%
Mariner
93
Mariner
Kansas
$4.94M +$83.2K +3,326 +2%
EC
94
Estate Counselors
Wisconsin
$4.77M – – –
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$4.41M – – –
EAMA
96
EFG Asset Management (Americas)
Florida
$4.4M +$1.6M +64,330 +57%
MD
97
Money Design
Japan
$4.35M +$1.36M +54,386 +46%
ICM
98
Intrepid Capital Management
Florida
$4.31M -$1.05M -42,052 -20%
JT
99
Jump Trading
Illinois
$4.26M +$1.14M +45,480 +36%
ACM
100
AlphaStar Capital Management
North Carolina
$4.25M +$4.25M +169,866 New
2 3
4
5 6