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iShares Gold Trust
IAU

Overview Fund Activity

461 hedge funds and large institutions have $3.4B invested in iShares Gold Trust in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 122 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+26
Holders Change %
+5.98%
% of All Funds
11.54%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.63%
New
75
Increased
122
Reduced
160
Closed
42
Calls
$1.01M
Puts
$488K
Net Calls
+$521K
Net Calls Change
-$24.6M

Top Buyers

1
BG
BlackRock Group
United Kingdom
$411M
2
CSIA
Charles Schwab Investment Advisory
California
$416M
3
Cohen & Steers
Cohen & Steers
New York
$38M
4
PSUF
People's United Financial
Connecticut
$20.8M
5
SEI Investments
SEI Investments
Pennsylvania
$31.5M

Top Sellers

1
BlackRock
BlackRock
New York
$1.82M
2
WIM
Windhaven Investment Management
Massachusetts
$473M
3
Bank of America
Bank of America
North Carolina
$221M
4
BIT
BlackRock Institutional Trust
California
$0
5
BL
Balentine LLC
Georgia
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
226
Fort Point Capital Partners
California
$444K +$31.4K +1,344 +8%
AI
227
Atria Investments
North Carolina
$436K +$144K +6,495 +49%
CWM
228
Concert Wealth Management
California
$435K -$189K -8,536 -30%
DWM
229
Destination Wealth Management
California
$434K -$471K -21,238 -52%
WA
230
WFG Advisors
Texas
$424K -$103K -4,631 -19%
LFAS
231
Level Four Advisory Services
Texas
$424K +$424K +19,141 New
BAS
232
Brown Advisory Securities
Maryland
$422K +$107K +4,840 +34%
OC
233
Oppenheimer & Co
New York
$419K -$2.1M -94,928 -83%
Toronto Dominion Bank
234
Toronto Dominion Bank
Ontario, Canada
$416K +$416K +18,735 +144,115%
FWIA
235
Fort Washington Investment Advisors
Ohio
$414K +$55.4K +2,500 +15%
PFM
236
Phillips Financial Management
Indiana
$413K – – –
WT
237
Whittier Trust
California
$410K +$296K +13,325 +258%
CB
238
Community Bank
New York
$409K +$409K +18,440 New
NPF
239
Norris Perne & French
Michigan
$407K -$3.55K -160 -0.9%
CT
240
Cambridge Trust
Massachusetts
$404K -$463K – –
NFG
241
Next Financial Group
Texas
$398K -$13.1K -590 -3%
BFA
242
Bragg Financial Advisors
North Carolina
$393K -$5.5K -248 -1%
CC
243
Cadinha & Co
Hawaii
$392K -$10.8M -489,890 -97%
HFS
244
HL Financial Services
Kentucky
$380K – – –
SWP
245
Stratos Wealth Partners
Ohio
$377K -$95.3K -4,296 -20%
BIAS
246
Beacon Investment Advisory Services
New Jersey
$375K +$45.9K +2,069 +14%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$375K +$115K +5,211 +44%
JWBC
248
J.W. Burns & Co
New York
$358K -$20.7K -933 -5%
JIC
249
Johnson Investment Counsel
Ohio
$357K +$27.2K +1,230 +8%
SCA
250
STALEY CAPITAL ADVISERS
Pennsylvania
$352K +$8.13K +367 +2%
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