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iShares Gold Trust
IAU

Overview Fund Activity

552 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$742M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
AL
Arnhold LLC
New York
$33.1M
4
Deutsche Bank
Deutsche Bank
Germany
$30.9M
5
RJA
Raymond James & Associates
Florida
$28.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
CSIA
Charles Schwab Investment Advisory
California
$640M
3
Bank of America
Bank of America
North Carolina
$342M
4
BlackRock
BlackRock
New York
$608M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
101
Iconiq Capital
California
$4.73M – – –
OAM
102
Oxford Asset Management
United Kingdom
$4.36M -$4.6M -202,437 -51%
SB
103
Suntrust Banks
Georgia
$4.33M -$552K -24,146 -11%
ICM
104
Intrepid Capital Management
Florida
$4.26M +$77.6K +3,395 +2%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$4.18M -$103K -4,523 -2%
Creative Planning
106
Creative Planning
Kansas
$3.83M -$400K -17,482 -9%
SIC
107
Sigma Investment Counselors
Michigan
$3.81M +$51.8K +2,266 +1%
NAM
108
NTV Asset Management
West Virginia
$3.62M -$221K -9,650 -6%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$3.52M +$47.1K +2,061 +1%
UAS
110
United Asset Strategies
New York
$3.49M +$493K +21,549 +16%
FIM
111
Freedom Investment Management
Connecticut
$3.48M -$79.7K -3,481 -2%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$3.47M -$795K -34,877 -19%
HighTower Advisors
113
HighTower Advisors
Illinois
$3.46M +$1.81M +79,280 +109%
BWP
114
BSW Wealth Partners
Colorado
$3.44M +$1.17M +51,274 +52%
WAM
115
Wallington Asset Management
Indiana
$3.43M -$37.8K -1,655 -1%
KC
116
Kingfisher Capital
North Carolina
$3.41M +$150K +6,547 +5%
CBT
117
Capital Bank & Trust
California
$3.4M -$326K -14,248 -9%
BIAS
118
Beacon Investment Advisory Services
New Jersey
$3.38M +$2.85M +124,586 +539%
LPC
119
Loeb Partners Corp
New York
$3.36M – – –
CB
120
Community Bank
New York
$3.26M +$921K +40,280 +39%
AG
121
Advisor Group
Arizona
$3.26M +$377K +16,484 +13%
JIR
122
James Investment Research
Ohio
$3.24M -$1.51M -66,089 -32%
Mariner
123
Mariner
Kansas
$3.19M -$1.55M -67,810 -33%
Fiera Capital (Canada)
124
Fiera Capital (Canada)
Quebec, Canada
$3.18M +$1.62M +70,888 +104%
HFM
125
Harvest Fund Management
China
$3.1M -$94K -4,114 -3%
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