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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.93M
2
WIM
2
Windhaven Investment Management
Massachusetts
$181M
3
HNB
3
Huntington National Bank
Ohio
$30.4M
4
3AM
4
3EDGE Asset Management
Florida
$30M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$983M +$138M +5,505,135 +16%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$595M +$381M +15,242,950 +179%
BlackRock
3
BlackRock
New York
$372M -$8.53M -341,008 -2%
Bank of America
4
Bank of America
North Carolina
$369M +$19.9M +794,657 +6%
IVA
5
International Value Advisers
$235M -$4.71M -188,093 -2%
Morgan Stanley
6
Morgan Stanley
New York
$200M +$20.1M +805,339 +11%
WIM
7
Windhaven Investment Management
Massachusetts
$181M -$71.7M -2,867,258 -28%
BA
8
Bridgewater Associates
Connecticut
$142M +$435K +17,396 +0.3%
UBS Group
9
UBS Group
Switzerland
$124M -$6.38K -255 -0%
PCA
10
Personal Capital Advisors
California
$115M +$12.4M +497,160 +12%
Wells Fargo
11
Wells Fargo
California
$110M -$1.72M -68,814 -2%
JPG
12
Jordan Park Group
California
$107M +$107M +4,272,625 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$85.3M +$1.75M +70,079 +2%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$75.1M – – –
CTC
15
Central Trust Company
Missouri
$45.8M +$9.95M +397,551 +28%
MCM
16
Moon Capital Management
New York
$45.5M +$956K +38,213 +2%
Cohen & Steers
17
Cohen & Steers
New York
$40.9M -$4.85M -193,700 -11%
FTI
18
Fiduciary Trust International
Massachusetts
$39.4M +$226K +9,035 +0.6%
LPL Financial
19
LPL Financial
California
$38.7M +$1.69M +67,699 +5%
SEI Investments
20
SEI Investments
Pennsylvania
$36.2M -$3.92M -156,544 -10%
AIS
21
American Investment Services
Massachusetts
$34M +$291K +11,613 +0.9%
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.9M +$3.94M +157,592 +13%
IC
23
Iconiq Capital
California
$33.5M +$347K +13,879 +1%
HNB
24
Huntington National Bank
Ohio
$30.4M -$27.9M – –
3AM
25
3EDGE Asset Management
Florida
$30M -$20.5M -817,850 -41%
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