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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
$694M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$185M
3
CSIA
Charles Schwab Investment Advisory
California
$1.14B
4
Bank of America
Bank of America
North Carolina
$501M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$654M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21.3M
2
MB
Mizuho Bank
Japan
$0
3
Morgan Stanley
Morgan Stanley
New York
$187M
4
HPWM
Highland Private Wealth Management
Washington
$0
5
MP
Manifold Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.14B +$136M +5,325,075 +14%
BlackRock
2
BlackRock
New York
$694M +$316M +12,399,350 +83%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$654M +$48.6M +1,909,350 +8%
Bank of America
4
Bank of America
North Carolina
$501M +$126M +4,932,359 +33%
IVA
5
International Value Advisers
$240M +$994K +39,048 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$187M -$16.8M -661,035 -8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$185M +$179M +7,032,526 +2,968%
WIM
8
Windhaven Investment Management
Massachusetts
$182M -$2.69M -105,828 -1%
BA
9
Bridgewater Associates
Connecticut
$144M – – –
UBS Group
10
UBS Group
Switzerland
$136M +$9.77M +383,573 +8%
PCA
11
Personal Capital Advisors
California
$132M +$14.7M +576,885 +13%
Wells Fargo
12
Wells Fargo
California
$131M +$18.5M +725,271 +16%
JPG
13
Jordan Park Group
California
$112M +$3.44M +135,025 +3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$88.9M +$2.17M +85,187 +2%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$76.4M – – –
CTC
16
Central Trust Company
Missouri
$57.2M +$10.5M +414,227 +23%
3AM
17
3EDGE Asset Management
Florida
$46.5M +$16.1M +630,650 +53%
MCM
18
Moon Capital Management
New York
$45.9M -$407K -15,974 -0.9%
LPL Financial
19
LPL Financial
California
$42.3M +$2.97M +116,708 +8%
FTI
20
Fiduciary Trust International
Massachusetts
$41.3M +$1.29M +50,637 +3%
GLI
21
Guardian Life Insurance
New York
$40.3M +$40.3M +1,583,527 New
Cohen & Steers
22
Cohen & Steers
New York
$40.2M -$1.46M -57,200 -3%
AIS
23
American Investment Services
Massachusetts
$37M +$2.41M +94,483 +7%
SEI Investments
24
SEI Investments
Pennsylvania
$35.4M -$1.41M -55,543 -4%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.8M -$693K -27,200 -2%
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