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iShares Gold Trust
IAU

Overview Fund Activity

398 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.62%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$476M
2
Bank of America
Bank of America
North Carolina
+$126M
3
LPL Financial
LPL Financial
California
+$116M
4
BG
BlackRock Group
United Kingdom
+$95.9M
5
Wells Fargo
Wells Fargo
California
+$41.1M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$143M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$52.3M
3
WIM
Windhaven Investment Management
Massachusetts
-$41.1M
4
RBC
Ronald Blue & Co
Georgia
-$10.3M
5
HNB
Huntington National Bank
Ohio
-$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
226
Joel Isaacson & Co
New York
$297K +$297K +12,500 New
JIP
227
Jaffetilchin Investment Partners
Florida
$295K -$26K -1,095 -8%
VAS
228
Valicenti Advisory Services
New York
$286K – – –
Barclays
229
Barclays
United Kingdom
$280K -$16.5K -750 -6%
CWM
230
Cranbrook Wealth Management
Michigan
$280K – – –
MA
231
MUFG Americas
New York
$277K +$133K +5,601 +93%
PFM
232
Phillips Financial Management
Indiana
$274K +$20.2K +854 +8%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$270K -$240K -10,124 -47%
EM
234
Excalibur Management
Massachusetts
$269K -$83.1K -3,500 -24%
MIAN
235
Mariner Independent Advisor Network
Kansas
$268K +$268K +11,288 New
SIC
236
Schwartz Investment Counsel
Michigan
$261K – – –
GT
237
Glenmede Trust
Pennsylvania
$259K – – –
ICOA
238
Investment Centers of America
North Dakota
$258K +$103K +4,340 +67%
BCM
239
Bienville Capital Management
New York
$257K +$257K +10,799 New
CIC
240
Cutler Investment Counsel
Oregon
$256K – – –
LWA
241
Lenox Wealth Advisors
New York
$249K -$6.2K -261 -2%
CCG
242
Chatham Capital Group
Georgia
$249K – – –
CTA
243
Colonial Trust Advisors
South Carolina
$247K – – –
ACM
244
Argentus Capital Management
Texas
$247K +$247K +10,411 New
RC
245
Roundview Capital
New Jersey
$244K – – –
DIA
246
Denver Investment Advisors
Colorado
$242K – – –
BAS
247
Brown Advisory Securities
Maryland
$234K +$234K +9,835 New
I
248
IberiaBank
Louisiana
$231K +$231K +9,732 New
ITIM
249
Indiana Trust & Investment Management
Indiana
$230K -$25.9K -1,093 -10%
GWM
250
Geneos Wealth Management
Colorado
$230K +$230K +9,740 New
8 9
10
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