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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 %
UAS
126
United Asset Strategies
New York
$3.15M -$36K -1,499 -1%
NC
127
NewSquare Capital
Pennsylvania
$3.14M +$559K +23,644 +22%
MIC
128
Meridian Investment Counsel
California
$3.08M +$54.1K +2,250 +2%
OFW
129
Omnia Family Wealth
Florida
$3.08M -$167K -6,931 -5%
HFS
130
HL Financial Services
Kentucky
$3.04M +$2.63M +109,244 +637%
AG
131
Advisor Group
Arizona
$3.03M +$544K +22,619 +22%
CB
132
Commerce Bank
Missouri
$3.01M +$192K +7,994 +7%
NFG
133
Noven Financial Group
Colorado
$3M -$50.1K -2,084 -2%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$3M +$14.3K +596 +0.5%
EAM
135
Evanson Asset Management
California
$2.95M +$9.49K +395 +0.3%
TWM
136
Torch Wealth Management
Ohio
$2.85M -$55.3K -2,300 -2%
ACM
137
Aviance Capital Management
Florida
$2.75M -$239K -9,929 -8%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$2.62M -$37.4K -1,557 -1%
CHAM
139
Clear Harbor Asset Management
Connecticut
$2.6M +$3.01K +125 +0.1%
SFM
140
Signature Financial Management
Virginia
$2.57M – – –
EC
141
Estate Counselors
Wisconsin
$2.53M – – –
MAS
142
Madden Advisory Services
Florida
$2.52M +$148K +6,169 +6%
EDRH
143
Edmond de Rothschild Holding
Switzerland
$2.48M – – –
CB
144
Community Bank
New York
$2.47M – – –
PHAM
145
Palisades Hudson Asset Management
Florida
$2.45M – – –
QAM
146
Q3 Asset Management
Michigan
$2.45M +$2.45M +102,059 New
KeyBank National Association
147
KeyBank National Association
Ohio
$2.4M -$154K -6,408 -6%
SBH
148
Segall Bryant & Hamill
Illinois
$2.4M +$43.7K +1,819 +2%
BWP
149
BSW Wealth Partners
Colorado
$2.39M +$131K +5,452 +6%
WF
150
Welch & Forbes
Massachusetts
$2.35M -$12K -500 -0.5%
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