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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 %
JIR
101
James Investment Research
Ohio
$4.99M -$90.2K -3,752 -2%
Mariner
102
Mariner
Kansas
$4.98M +$1.57M +65,175 +46%
IC
103
Iconiq Capital
California
$4.98M -$23.4M -975,176 -82%
USAA
104
United Services Automobile Association
Texas
$4.81M +$1.92K +80 +0%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$4.51M -$1.22M -50,633 -21%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$4.49M +$1.48M +61,500 +49%
Creative Planning
107
Creative Planning
Kansas
$4.45M -$294K -12,212 -6%
ICM
108
Intrepid Capital Management
Florida
$4.4M +$154K +6,425 +4%
Nomura Asset Management
109
Nomura Asset Management
Japan
$4.18M +$811K +33,750 +24%
EAMA
110
EFG Asset Management (Americas)
Florida
$4.05M +$1.24M +51,876 +44%
NAM
111
NTV Asset Management
West Virginia
$4.04M -$18K -750 -0.4%
SIC
112
Sigma Investment Counselors
Michigan
$3.95M +$7.19K +299 +0.2%
FTUS
113
Flow Traders U.S.
New York
$3.94M +$3.94M +163,951 New
CBT
114
Capital Bank & Trust
California
$3.91M +$11.4K +475 +0.3%
BC
115
Brinker Capital
Pennsylvania
$3.84M +$145K +6,030 +4%
FIM
116
Freedom Investment Management
Connecticut
$3.73M -$452K -18,821 -11%
WLIM
117
White Lighthouse Investment Management
Massachusetts
$3.65M +$49K +2,037 +1%
WAM
118
Wallington Asset Management
Indiana
$3.64M +$37.1K +1,545 +1%
LPC
119
Loeb Partners Corp
New York
$3.53M – – –
MSWM
120
Mader & Shannon Wealth Management
Missouri
$3.52M -$11.9M -496,471 -77%
KC
121
Kingfisher Capital
North Carolina
$3.43M -$261K -10,863 -7%
VHAM
122
Van Hulzen Asset Management
California
$3.42M -$194K -8,069 -5%
HFM
123
Harvest Fund Management
China
$3.36M -$97.3K -4,049 -3%
RC
124
Roundview Capital
New Jersey
$3.28M +$196K +8,144 +6%
CAN
125
Cetera Advisor Networks
California
$3.16M -$1.93M -80,309 -38%
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