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iShares Gold Trust
IAU

Overview Fund Activity

536 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+57
Holders Change %
+11.9%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$595M
2
CSIA
Charles Schwab Investment Advisory
California
$983M
3
MB
Mizuho Bank
Japan
$21.3M
4
Morgan Stanley
Morgan Stanley
New York
$200M
5
Bank of America
Bank of America
North Carolina
$369M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.93M
2
WIM
Windhaven Investment Management
Massachusetts
$181M
3
HNB
Huntington National Bank
Ohio
$30.4M
4
3AM
3EDGE Asset Management
Florida
$30M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
F
151
Filament
Washington
$2.28M – – –
BF
152
BOK Financial
Oklahoma
$2.27M +$114K +4,557 +5%
NPP
153
New Potomac Partners
Maryland
$2.19M +$2.19M +87,700 New
Comerica Bank
154
Comerica Bank
Texas
$2.15M -$817K -31,306 -28%
BWP
155
BSW Wealth Partners
Colorado
$2.11M -$1.23M -48,996 -37%
William Blair & Company
156
William Blair & Company
Illinois
$2.08M -$348K -13,917 -14%
OCM
157
One Capital Management
California
$2.04M -$49.7K -1,985 -2%
RFO
158
RiverGlades Family Offices
Florida
$2.03M +$2.03M +81,003 New
GKWIM
159
Gerber Kawasaki Wealth & Investment Management
California
$2.01M -$37.1K -1,483 -2%
CHA
160
Cedar Hill Associates
Illinois
$2M -$654K -26,148 -25%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$1.98M +$387K +15,460 +24%
AAM
162
Augustine Asset Management
Florida
$1.98M +$270K +10,807 +16%
LNC
163
Lincoln National Corp
Pennsylvania
$1.92M +$1.32M +52,902 +223%
HCM
164
Howland Capital Management
Massachusetts
$1.92M +$165K +6,575 +9%
IAA
165
Independent Advisor Alliance
North Carolina
$1.9M -$11.8K -466 -0.6%
ONB
166
Old National Bancorp
Indiana
$1.85M +$753K +30,097 +69%
OAM
167
Oppenheimer Asset Management
New York
$1.7M – – –
LS
168
Lattice Strategies
Pennsylvania
$1.63M -$19.9K -797 -1%
FSA
169
Financial Sense Advisors
California
$1.61M -$431K -17,220 -21%
AF
170
Advisornet Financial
Minnesota
$1.61M +$1.61M +64,528 New
SAM
171
SignalPoint Asset Management
Missouri
$1.59M -$50 -2 -0%
M
172
MOTCO
Texas
$1.58M +$11K +440 +0.7%
GAM
173
Gould Asset Management
California
$1.57M +$197K +7,875 +14%
AA
174
Alesco Advisors
New York
$1.56M – – –
PCTC
175
Perkins Coie Trust Company
Washington
$1.52M -$2.5K -100 -0.2%
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