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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 %
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$7.28M +$951K +37,345 +15%
TFCP
77
Twin Focus Capital Partners
Massachusetts
$7.22M +$20.4K +800 +0.3%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$7.22M +$4.52M +177,670 +168%
SAM
79
Shamrock Asset Management
Texas
$6.97M +$6.97M +281,208 New
LSAG
80
Lake Street Advisors Group
New Hampshire
$6.74M -$5.09M -200,062 -43%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$6.68M +$619K +24,530 +10%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$6.61M +$2.36M +92,450 +55%
PCP
83
Proficio Capital Partners
Massachusetts
$6.59M +$6.59M +258,905 New
Stifel Financial
84
Stifel Financial
Missouri
$6.31M -$2.66M -104,484 -30%
WIP
85
Wellesley Investment Partners
Massachusetts
$6.26M +$478K +18,781 +8%
QIM
86
Quest Investment Management
Oregon
$6.11M – – –
CCM
87
Covington Capital Management
California
$6.08M -$11.2K -438 -0.2%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$6.07M +$517K +20,432 +9%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$6.06M +$2.29M +89,930 +61%
WMG
90
WESCAP Management Group
California
$5.81M +$733K +28,808 +14%
BOS
91
Bingham Osborn & Scarborough
California
$5.71M – – –
RWA
92
RGT Wealth Advisors
Texas
$5.53M – – –
MD
93
Money Design
Japan
$5.52M +$1.09M +42,884 +25%
AA
94
Ancora Advisors
Ohio
$5.46M +$68.7K +2,698 +1%
CAN
95
Cetera Advisor Networks
California
$5.39M +$56K +2,200 +1%
JIR
96
James Investment Research
Ohio
$5.39M +$2.66M +104,539 +98%
SG Americas Securities
97
SG Americas Securities
New York
$5.27M +$3.82M +150,000 +264%
AA
98
Advisory Alpha
Michigan
$5.26M -$1.12M -44,545 -18%
SB
99
Suntrust Banks
Georgia
$5.23M +$1.58M +61,889 +43%
USAA
100
United Services Automobile Association
Texas
$5.09M -$1.03M -40,450 -17%
2 3
4
5 6