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iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$474M
2
BlackRock
BlackRock
New York
$599M
3
CSIA
Charles Schwab Investment Advisory
California
$390M
4
BL
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.34M
2
WIM
Windhaven Investment Management
Massachusetts
$1B
3
BWP
BSW Wealth Partners
Colorado
$224K
4
RBC
Ronald Blue & Co
Georgia
$90M
5
JFA
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Aldebaran Financial
$368K -$9.8K -57 -3%
CG
252
Cutler Group
California
$361K +$20.3K +800 +6%
BAS
253
Brown Advisory Securities
Maryland
$360K +$110K +4,335 +44%
IFA
254
Interactive Financial Advisors
Illinois
$359K +$34.6K +1,362 +11%
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$343K -$322K -12,686 -48%
IC
256
Inverness Counsel
New York
$343K -$319K – –
Koshinski Asset Management
257
Koshinski Asset Management
Illinois
$341K +$52.8K +2,082 +18%
AI
258
Atria Investments
North Carolina
$334K -$1.53M -60,183 -82%
PHS
259
Pekin Hardy Strauss
Illinois
$332K – – –
AL
260
Aspiriant LLC
California
$329K +$329K +12,954 New
GWM
261
Geneos Wealth Management
Colorado
$317K -$81.7K -3,225 -20%
JIC
262
Joel Isaacson & Co
New York
$317K – – –
ACP
263
Aviance Capital Partners
Florida
$317K – – –
GT
264
Glenmede Trust
Pennsylvania
$317K +$41.7K +1,650 +15%
CWM
265
Cornerstone Wealth Management
Missouri
$310K +$310K +12,650 New
CBOA
266
Commonwealth Bank of Australia
Australia
$305K +$305K +12,000 New
Cetera Investment Advisers
267
Cetera Investment Advisers
Illinois
$303K +$76.8K +3,016 +34%
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$298K +$298K +11,725 New
DC
269
Davenport & Co
Virginia
$296K +$10.5K +413 +4%
JIP
270
Jaffetilchin Investment Partners
Florida
$294K -$13K -513 -4%
NHC
271
Nicholas Hoffman & Company
Georgia
$290K – – –
EM
272
Excalibur Management
Massachusetts
$288K – – –
TSS
273
Two Sigma Securities
New York
$287K +$287K +11,309 New
MCM
274
Millie Capital Management
California
$283K +$283K +11,135 New
VAS
275
Valicenti Advisory Services
New York
$280K -$25.4K -1,000 -8%
9 10
11
12 13