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iShares Gold Trust
IAU

Overview Fund Activity

361 hedge funds and large institutions have $2.61B invested in iShares Gold Trust in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.64%
New
27
Increased
86
Reduced
141
Closed
28
Calls
$17.5M
Puts
$542K
Net Calls
+$16.9M
Net Calls Change
-$234K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$203M
2
Bank of America
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$7.44M
5
IVA
International Value Advisers
$193M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$152M
2
RBC
Ronald Blue & Co
Georgia
$163M
3
LPL Financial
LPL Financial
California
$19.6M
4
WIM
Windhaven Investment Management
Massachusetts
$495M
5
AI
Accredited Investors
Minnesota
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
251
Asset Management Group
Connecticut
$155K – – –
TD Asset Management
252
TD Asset Management
Ontario, Canada
$153K -$1.38K -64 -0.9%
WS
253
Wedbush Securities
California
$148K -$7.46K -345 -5%
CA
254
Cambridge Advisors
Nebraska
$147K – – –
BG
255
Bahl & Gaynor
Ohio
$146K +$473 +22 +0.3%
ICOA
256
Investment Centers of America
North Dakota
$143K -$2.75K -127 -2%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$142K -$42.4K -1,968 -23%
EWA
258
EP Wealth Advisors
California
$140K -$2.56K -119 -2%
SIAM
259
Sterling Investment Advisors (Missouri)
Missouri
$139K – – –
CLOS
260
Compagnie Lombard Odier SCmA
Switzerland
$137K – – –
ASN
261
Advisory Services Network
Georgia
$137K +$20.2K +937 +17%
WT
262
Washington Trust
Rhode Island
$134K -$17.6K -817 -12%
MA
263
MUFG Americas
New York
$133K -$68.6K -3,200 -34%
AFG
264
Arkansas Financial Group
Arkansas
$133K – – –
OC
265
Oarsman Capital
Wisconsin
$132K – – –
CCFCSB
266
Cape Cod Five Cents Savings Bank
Massachusetts
$129K -$8.06K -375 -6%
PG
267
Patten Group
Tennessee
$115K -$1.62K -75 -1%
VC
268
Vicus Capital
Pennsylvania
$114K -$2.05K -95 -2%
AI
269
Atria Investments
North Carolina
$113K -$606K -28,096 -84%
DADC
270
D.A. Davidson & Co
Montana
$112K +$18.2K +848 +19%
IH
271
IFC Holdings
Florida
$108K -$157K -7,290 -59%
HSA
272
Hussman Strategic Advisors
Maryland
$108K – – –
LSC
273
Lesa Sroufe & Co
Washington
$108K – – –
BWA
274
Burt Wealth Advisors
Maryland
$108K – – –
WKWM
275
Walter & Keenan Wealth Management
Indiana
$108K +$108K +5,000 New
9 10
11
12 13