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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 %
BFO
76
Biltmore Family Office
North Carolina
$7.55M +$443K +18,430 +6%
NCM
77
Narwhal Capital Management
Georgia
$7.41M +$177K +7,365 +2%
BL
78
BCWM LLC
Kansas
$7.38M -$1.16M -48,297 -14%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$7.27M +$139K +5,769 +2%
CA
80
Cetera Advisors
Colorado
$6.93M -$47.9K -1,995 -0.7%
SCA
81
Strategic Capital Advisers
Colorado
$6.83M +$3.14M +133,450 +85%
SAM
82
Shamrock Asset Management
Texas
$6.82M +$62.5K +2,599 +0.9%
TFCP
83
Twin Focus Capital Partners
Massachusetts
$6.82M – – –
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$6.77M -$105K -4,370 -2%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$6.61M – – –
TD Asset Management
86
TD Asset Management
Ontario, Canada
$6.47M +$394K +15,547 +6%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$6.13M -$231K -9,617 -4%
WIP
88
Wellesley Investment Partners
Massachusetts
$6.11M +$201K +8,360 +3%
CCM
89
Covington Capital Management
California
$5.89M +$152K +6,317 +3%
MD
90
Money Design
Japan
$5.8M +$590K +24,558 +11%
QIM
91
Quest Investment Management
Oregon
$5.77M – – –
PAMU
92
Pictet Asset Management (UK)
United Kingdom
$5.55M -$1.35M -55,392 -20%
VCM
93
Versant Capital Management
Arizona
$5.46M +$1.91M +79,453 +54%
BOS
94
Bingham Osborn & Scarborough
California
$5.31M -$86K -3,576 -2%
AA
95
Advisory Alpha
Michigan
$5.29M +$388K +16,501 +8%
WMG
96
WESCAP Management Group
California
$5.29M -$200K -8,314 -4%
MML Investors Services
97
MML Investors Services
Massachusetts
$5.26M +$1.02M +42,283 +24%
CIM
98
Confluence Investment Management
Missouri
$5.15M +$4.16M +172,931 +418%
SB
99
Suntrust Banks
Georgia
$5.13M +$192K +7,983 +4%
AA
100
Ancora Advisors
Ohio
$5.11M -$43.3K -1,803 -0.8%
2 3
4
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