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iShares Gold Trust
IAU

Overview Fund Activity

418 hedge funds and large institutions have $4.75B invested in iShares Gold Trust in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
11.17%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
56
Increased
157
Reduced
96
Closed
32
Calls
$24.6M
Puts
$2.06M
Net Calls
+$22.6M
Net Calls Change
+$19.8M

Top Buyers

1
WIM
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
UBS Group
Switzerland
$102M
4
Morgan Stanley
Morgan Stanley
New York
$157M
5
PPA
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
RBC
Ronald Blue & Co
Georgia
$108M
3
RIG
Roosevelt Investment Group
New York
$218K
4
BC
Brinker Capital
Pennsylvania
$19.9M
5
HNB
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Aldebaran Financial
$398K +$136K +750 +52%
CFG
227
Citizens Financial Group
Rhode Island
$392K -$25.5K -1,000 -6%
TFO
228
Tarbox Family Office
California
$383K – – –
SCA
229
STALEY CAPITAL ADVISERS
Pennsylvania
$383K – – –
WS
230
Wedbush Securities
California
$377K +$171K +6,692 +83%
CHA
231
Cedar Hill Associates
Illinois
$376K – – –
OIA
232
Optimum Investment Advisors
Illinois
$365K +$365K +14,315 New
SWP
233
Stratos Wealth Partners
Ohio
$364K +$23.8K +933 +7%
JIC
234
Johnson Investment Counsel
Ohio
$359K – – –
CG
235
Cutler Group
California
$343K -$29.3K -1,150 -8%
PHS
236
Pekin Hardy Strauss
Illinois
$334K -$1.92K -75 -0.6%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$329K +$314K +12,285 +2,048%
IFA
238
Interactive Financial Advisors
Illinois
$326K +$233K +9,126 +250%
IC
239
Inverness Counsel
New York
$319K -$297K – –
ACP
240
Aviance Capital Partners
Florida
$319K – – –
JIC
241
Joel Isaacson & Co
New York
$319K – – –
JIP
242
Jaffetilchin Investment Partners
Florida
$308K -$8.51K -334 -3%
VAS
243
Valicenti Advisory Services
New York
$307K – – –
PFM
244
Phillips Financial Management
Indiana
$298K – – –
NHC
245
Nicholas Hoffman & Company
Georgia
$292K +$292K +11,438 New
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$290K – – –
EM
247
Excalibur Management
Massachusetts
$289K – – –
DC
248
Davenport & Co
Virginia
$287K +$287K +11,249 New
Barclays
249
Barclays
United Kingdom
$287K -$37K -1,453 -11%
SIC
250
Schwartz Investment Counsel
Michigan
$281K – – –
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10
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