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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 %
NAM
101
NTV Asset Management
West Virginia
$4.2M -$72.6K -2,900 -2%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$4.18M -$89.8K -3,590 -2%
SIC
103
Sigma Investment Counselors
Michigan
$4.07M -$91.9K -3,672 -2%
Capstone Investment Advisors
104
Capstone Investment Advisors
New York
$4.07M -$2.77M -110,762 -41%
BC
105
Brinker Capital
Pennsylvania
$3.98M -$795K -31,759 -17%
SCA
106
Strategic Capital Advisers
Colorado
$3.92M +$3.92M +156,646 New
VHAM
107
Van Hulzen Asset Management
California
$3.92M +$196K +7,851 +5%
HFM
108
Harvest Fund Management
China
$3.85M -$1.12M -44,564 -22%
WAM
109
Wallington Asset Management
Indiana
$3.75M +$515K +20,585 +16%
KC
110
Kingfisher Capital
North Carolina
$3.73M +$1.48K +59 +0%
CBT
111
Capital Bank & Trust
California
$3.73M +$101K +4,050 +3%
CIBC World Market
112
CIBC World Market
Ontario, Canada
$3.71M +$235K +9,387 +7%
LPC
113
Loeb Partners Corp
New York
$3.68M – – –
WLIM
114
White Lighthouse Investment Management
Massachusetts
$3.66M +$3.66M +146,401 New
SB
115
Suntrust Banks
Georgia
$3.59M +$44.1K +1,764 +1%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$3.57M -$4.18M -167,127 -54%
EWM
117
Evercore Wealth Management
New York
$3.53M -$314K -12,565 -8%
AG
118
Advisor Group
Arizona
$3.52M -$1.23M -49,157 -26%
FIM
119
Freedom Investment Management
Connecticut
$3.42M -$367K -14,668 -10%
6M
120
6 Meridian
Kansas
$3.36M +$3.36M +134,452 New
UAS
121
United Asset Strategies
New York
$3.3M +$290K +11,601 +10%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$3.29M +$198K +7,902 +6%
MML Investors Services
123
MML Investors Services
Massachusetts
$3.14M -$475K -18,999 -13%
MIC
124
Meridian Investment Counsel
California
$3.14M +$3.14M +125,385 New
OFW
125
Omnia Family Wealth
Florida
$3.13M +$418K +16,723 +15%
3 4
5
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