IAU icon

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 %
I
201
IberiaBank
Louisiana
$1.42M +$516K +20,247 +57%
MWM
202
Modera Wealth Management
New Jersey
$1.4M -$8.63K -339 -0.6%
AAM
203
Augustine Asset Management
Florida
$1.38M -$630K -24,747 -31%
UB
204
UMB Bank
Missouri
$1.36M +$6.62K +260 +0.5%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$1.31M +$1.31M +51,430 New
GFPC
206
Global Financial Private Capital
Florida
$1.3M -$169K -6,632 -12%
SC
207
Scotia Capital
Ontario, Canada
$1.28M -$26.5K -1,042 -2%
SPC
208
Sigma Planning Corp
Michigan
$1.23M -$509 -20 -0%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.22M -$124K -4,825 -9%
LNC
210
Lincoln National Corp
Pennsylvania
$1.21M -$745K -29,237 -38%
Goldman Sachs
211
Goldman Sachs
New York
$1.21M +$125K +4,900 +12%
BRM
212
Boston Research & Management
Massachusetts
$1.2M +$273K +10,725 +29%
WC
213
Wynnefield Capital
New York
$1.18M – – –
MHS
214
M Holdings Securities
Oregon
$1.09M -$164K -6,442 -13%
PHS
215
Pekin Hardy Strauss
Illinois
$1.08M +$171K +6,705 +19%
CA
216
Clearstead Advisors
Ohio
$1.07M -$337K -13,240 -24%
CIM
217
Confluence Investment Management
Missouri
$1.05M -$19.9K -783 -2%
AWM
218
Avior Wealth Management
Nebraska
$1.03M +$204K +7,996 +25%
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$687K +26,983 +205%
PP
220
Palladium Partners
Virginia
$964K -$63.6K -2,500 -6%
HF
221
HRT Financial
New York
$954K +$271K +10,666 +40%
WS
222
Wedbush Securities
California
$953K +$626K +24,568 +191%
AFP
223
Ausdal Financial Partners
Iowa
$952K +$247K +9,726 +35%
TSW
224
Thompson Siegel & Walmsley
Virginia
$940K – – –
WC
225
Weil Company
California
$932K +$932K +36,603 New
7 8
9
10 11