IAU icon

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
$409M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$110M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$695M
4
Ameriprise
Ameriprise
Minnesota
$60.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$32M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$715M
2
JPG
Jordan Park Group
California
$1.06M
3
Bank of America
Bank of America
North Carolina
$390M
4
IC
Iconiq Capital
California
$4.98M
5
HNB
Huntington National Bank
Ohio
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$715M -$358M -14,902,390 -33%
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$695M +$77.1M +3,205,287 +12%
BlackRock
3
BlackRock
New York
$657M +$1.29M +53,566 +0.2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$409M +$235M +9,759,927 +134%
Bank of America
5
Bank of America
North Carolina
$390M -$83.1M -3,454,712 -18%
IVA
6
International Value Advisers
$230M +$3.21M +133,473 +1%
Morgan Stanley
7
Morgan Stanley
New York
$178M +$1.78M +74,212 +1%
PCA
8
Personal Capital Advisors
California
$138M +$13.3M +553,682 +11%
BA
9
Bridgewater Associates
Connecticut
$136M – – –
UBS Group
10
UBS Group
Switzerland
$135M +$5.86M +243,904 +5%
Wells Fargo
11
Wells Fargo
California
$115M -$8.43M -350,828 -7%
FTIOP
12
Fiduciary Trust International of Pennsylvania
Pennsylvania
$110M +$108M +300,223 +5,821%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$84.4M +$417K +17,343 +0.5%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$72.1M – – –
Ameriprise
15
Ameriprise
Minnesota
$60.7M +$31.8M +1,324,118 +110%
CTC
16
Central Trust Company
Missouri
$56.2M +$2.22M +92,238 +4%
Cohen & Steers
17
Cohen & Steers
New York
$45.8M +$7.87M +327,200 +21%
MCM
18
Moon Capital Management
New York
$43.1M -$263K -10,935 -0.6%
FTI
19
Fiduciary Trust International
Massachusetts
$40.7M +$1.66M +69,007 +4%
SEI Investments
20
SEI Investments
Pennsylvania
$40.3M +$6.84M +284,549 +20%
3AM
21
3EDGE Asset Management
Florida
$38.1M -$5.88M -244,700 -13%
GLI
22
Guardian Life Insurance
New York
$38.1M – – –
LPL Financial
23
LPL Financial
California
$36.4M -$3.56M -148,143 -9%
AIS
24
American Investment Services
Massachusetts
$35.6M +$701K +29,174 +2%
COPPSERS
25
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.2M +$1.3M +53,908 +4%
1
2 3 4 5