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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 %
RC
126
Roundview Capital
New Jersey
$3.27M +$574K +22,538 +21%
NFG
127
Noven Financial Group
Colorado
$3.23M +$60.4K +2,374 +2%
MIC
128
Meridian Investment Counsel
California
$3.21M +$16.6K +650 +0.5%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$3.19M +$204K +8,020 +7%
ACM
130
Aviance Capital Management
Florida
$3.16M +$155K +6,076 +5%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$3.16M -$187K -7,350 -6%
EAM
132
Evanson Asset Management
California
$3.11M +$39.6K +1,556 +1%
TWM
133
Torch Wealth Management
Ohio
$3.07M -$7.64K -300 -0.2%
CB
134
Commerce Bank
Missouri
$2.99M -$131K -5,131 -4%
HighTower Advisors
135
HighTower Advisors
Illinois
$2.98M +$1.83M +71,888 +160%
EVM
136
Eaton Vance Management
Massachusetts
$2.94M +$1.47M +57,692 +100%
EAMA
137
EFG Asset Management (Americas)
Florida
$2.92M -$1.51M -60,270 -34%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$2.82M -$59.1K -2,323 -2%
NC
139
NewSquare Capital
Pennsylvania
$2.79M +$121K +4,754 +5%
OMC
140
Old Mission Capital
Illinois
$2.76M +$2.76M +108,405 New
CHAM
141
Clear Harbor Asset Management
Connecticut
$2.75M +$72.8K +2,859 +3%
SFM
142
Signature Financial Management
Virginia
$2.72M – – –
KeyBank National Association
143
KeyBank National Association
Ohio
$2.71M +$159K +6,257 +6%
EC
144
Estate Counselors
Wisconsin
$2.68M -$2.17M -85,350 -45%
AG
145
Advisor Group
Arizona
$2.63M -$950K -37,321 -27%
EDRH
146
Edmond de Rothschild Holding
Switzerland
$2.63M -$183K -7,200 -7%
CB
147
Community Bank
New York
$2.61M -$2.24K -88 -0.1%
PHAM
148
Palisades Hudson Asset Management
Florida
$2.6M – – –
CMO
149
Covenant Multifamily Offices
Texas
$2.55M -$194K -7,636 -7%
Capstone Investment Advisors
150
Capstone Investment Advisors
New York
$2.55M -$1.59M -62,500 -38%
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