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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
+$235M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$108M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$77.1M
4
Ameriprise
Ameriprise
Minnesota
+$31.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$30.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$358M
2
JPG
Jordan Park Group
California
-$105M
3
Bank of America
Bank of America
North Carolina
-$83.1M
4
IC
Iconiq Capital
California
-$23.4M
5
HNB
Huntington National Bank
Ohio
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
201
Old National Bancorp
Indiana
$1.39M -$464K -19,320 -25%
HSA
202
HBK Sorce Advisory
Pennsylvania
$1.38M -$65.3K -2,715 -5%
RWA
203
RGT Wealth Advisors
Texas
$1.37M -$3.85M -160,000 -74%
CCM
204
Courage Capital Management
Tennessee
$1.35M – – –
I
205
IberiaBank
Louisiana
$1.31M -$27.1K -1,125 -2%
BP
206
Ballentine Partners
Massachusetts
$1.31M +$524K +21,800 +67%
AAM
207
Augustine Asset Management
Florida
$1.29M -$9.88K -411 -0.8%
SC
208
Scotia Capital
Ontario, Canada
$1.27M – – –
UB
209
UMB Bank
Missouri
$1.26M -$31.9K -1,329 -2%
BRM
210
Boston Research & Management
Massachusetts
$1.25M +$116K +4,825 +10%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$1.23M -$10.5K -436 -0.8%
LNC
212
Lincoln National Corp
Pennsylvania
$1.19M +$52.7K +2,191 +5%
AWM
213
Avior Wealth Management
Nebraska
$1.18M +$201K +8,348 +21%
PHS
214
Pekin Hardy Strauss
Illinois
$1.17M +$153K +6,377 +15%
TFA
215
Transamerica Financial Advisors
Florida
$1.17M +$524K +21,782 +82%
ACM
216
AlphaStar Capital Management
North Carolina
$1.16M -$484K -20,151 -29%
PC
217
Permanens Capital
New York
$1.14M +$464K +19,322 +69%
WC
218
Wynnefield Capital
New York
$1.12M – – –
Citigroup
219
Citigroup
New York
$1.12M +$431K +17,904 +63%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$1.11M -$27.3K -1,134 -2%
MWM
221
Modera Wealth Management
New Jersey
$1.09M -$225K -9,347 -17%
LSAG
222
Lake Street Advisors Group
New Hampshire
$1.08M -$5.28M -219,783 -83%
SPC
223
Sigma Planning Corp
Michigan
$1.07M -$89.7K -3,732 -8%
GFPC
224
Global Financial Private Capital
Florida
$1.06M -$161K -6,697 -13%
JPG
225
Jordan Park Group
California
$1.06M -$105M -4,363,550 -99%
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