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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 %
GT
251
Glenmede Trust
Pennsylvania
$277K -$991 -39 -0.4%
CWM
252
Cranbrook Wealth Management
Michigan
$276K -$24.5K -960 -8%
CIC
253
Cutler Investment Counsel
Oregon
$275K – – –
LWA
254
Lenox Wealth Advisors
New York
$268K – – –
CCG
255
Chatham Capital Group
Georgia
$268K – – –
CS
256
Comerica Securities
Michigan
$267K +$267K +10,459 New
GC
257
Garde Capital
Washington
$263K +$27.1K +1,064 +11%
CTA
258
Colonial Trust Advisors
South Carolina
$260K -$5.75K -225 -2%
DIA
259
Denver Investment Advisors
Colorado
$260K – – –
AFS
260
Aft Forsyth & Sober
Florida
$255K +$255K +10,000 New
BAS
261
Brown Advisory Securities
Maryland
$251K – – –
Wolverine Trading
262
Wolverine Trading
Illinois
$251K +$251K +9,889 New
ITIM
263
Indiana Trust & Investment Management
Indiana
$248K – – –
CWM
264
Concert Wealth Management
California
$245K +$25.1K +990 +11%
ACM
265
Argentus Capital Management
Texas
$241K -$24.7K -967 -9%
CBU
266
CIBC Bank USA
Illinois
$239K – – –
JCM
267
Jacobi Capital Management
Pennsylvania
$237K +$237K +8,991 New
KC
268
Kingfisher Capital
North Carolina
$235K -$510 -20 -0.2%
LPT
269
Legacy Private Trust
Wisconsin
$233K – – –
PNC
270
Park National Corp
Ohio
$229K -$118K -4,626 -34%
CSIC
271
Clifford Swan Investment Counsel
California
$228K – – –
BUB
272
BBVA USA Bancshares
Texas
$228K – – –
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$228K +$228K +8,890 New
VC
274
Vicus Capital
Pennsylvania
$226K +$70.3K +2,749 +45%
RIG
275
Roosevelt Investment Group
New York
$218K -$20.5M -804,097 -99%
9 10
11
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