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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 %
Creative Planning
101
Creative Planning
Kansas
$5.02M -$44.9K -1,765 -0.9%
SBWM
102
Sunflower Bank Wealth Management
Arizona
$4.62M +$4.62M +181,525 New
ICM
103
Intrepid Capital Management
Florida
$4.49M +$109K +4,290 +2%
MML Investors Services
104
MML Investors Services
Massachusetts
$4.49M +$1.3M +50,967 +41%
FIM
105
Freedom Investment Management
Connecticut
$4.43M +$954K +37,479 +27%
6M
106
6 Meridian
Kansas
$4.31M +$885K +34,738 +26%
NAM
107
NTV Asset Management
West Virginia
$4.3M +$20.4K +800 +0.5%
SIC
108
Sigma Investment Counselors
Michigan
$4.18M +$34.9K +1,371 +0.8%
CBT
109
Capital Bank & Trust
California
$4.13M +$341K +13,375 +9%
SCA
110
Strategic Capital Advisers
Colorado
$3.92M – – –
BC
111
Brinker Capital
Pennsylvania
$3.92M -$127K -5,003 -3%
KC
112
Kingfisher Capital
North Carolina
$3.91M +$109K +4,270 +3%
VHAM
113
Van Hulzen Asset Management
California
$3.82M -$163K -6,400 -4%
WAM
114
Wallington Asset Management
Indiana
$3.82M +$6.11K +240 +0.2%
WLIM
115
White Lighthouse Investment Management
Massachusetts
$3.81M +$84.9K +3,334 +2%
VCM
116
Versant Capital Management
Arizona
$3.76M +$1.21M +47,616 +48%
LPC
117
Loeb Partners Corp
New York
$3.74M – – –
HFM
118
Harvest Fund Management
China
$3.66M -$257K -10,093 -7%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$3.64M +$3.64M +143,131 New
Mariner
120
Mariner
Kansas
$3.62M -$1.41M -55,209 -28%
Nomura Asset Management
121
Nomura Asset Management
Japan
$3.57M -$1.87M -73,400 -34%
ACA
122
Ackerman Capital Advisors
Texas
$3.53M +$3.53M +140,877 New
OFW
123
Omnia Family Wealth
Florida
$3.43M +$253K +9,955 +8%
UAS
124
United Asset Strategies
New York
$3.37M +$20K +785 +0.6%
Renaissance Technologies
125
Renaissance Technologies
New York
$3.31M -$2.23M -87,700 -40%
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