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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$164M
2
ZB
Zions Bancorporation
Utah
$15.2M
3
IVA
International Value Advisers
$197M
4
Bank of America
Bank of America
North Carolina
$177M
5
PCA
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
Brinker Capital
Pennsylvania
$0
2
HNB
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$257K
4
RP
Reinhart Partners
Wisconsin
$0
5
QAM
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
226
Telos Capital Management
California
$233K +$12.8K +564 +6%
RC
227
Roundview Capital
New Jersey
$232K – – –
PA
228
Pinnacle Associates
New York
$230K +$21.5K +950 +10%
PFM
229
Phillips Financial Management
Indiana
$229K +$5.6K +263 +3%
CWM
230
Concert Wealth Management
California
$222K -$29.1K -1,267 -12%
F
231
Filament
Washington
$221K – – –
BKBG
232
BHF Kleinwort Benson Group
Belgium
$218K – – –
TSS
233
Two Sigma Securities
New York
$216K -$166K -7,329 -43%
CBU
234
CIBC Bank USA
Illinois
$214K – – –
MA
235
MUFG Americas
New York
$213K – – –
LPT
236
Legacy Private Trust
Wisconsin
$207K – – –
First Trust Advisors
237
First Trust Advisors
Illinois
$207K +$24.9K +1,101 +14%
BUB
238
BBVA USA Bancshares
Texas
$203K – – –
CTC
239
Central Trust Company
Missouri
$199K +$135K +5,940 +210%
FCCM
240
First City Capital Management
Georgia
$196K +$3.4K +150 +2%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$194K -$35.1K -1,550 -15%
GCA
242
Guardian Capital Advisors
Ontario, Canada
$193K – – –
CB
243
Chemical Bank
Michigan
$190K – – –
NIA
244
Northstar Investment Advisors
Colorado
$190K – – –
SI
245
Stephens Inc
Arkansas
$188K -$15.5K -681 -8%
ONB
246
Old National Bancorp
Indiana
$188K – – –
GC
247
Garde Capital
Washington
$187K +$16K +704 +9%
SYBT
248
Stock Yards Bank & Trust
Kentucky
$186K -$17.7K -779 -9%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$182K – – –
FTIOP
250
Fiduciary Trust International of Pennsylvania
Pennsylvania
$181K -$10.8K -475 -6%
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