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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 %
AF
251
Aldebaran Financial
$346K +$17.2K +112 +5%
MLL
252
Moody Lynn & Lieberson
Massachusetts
$344K -$20.2M -868,729 -98%
GEM
253
Global Endowment Management
North Carolina
$341K +$341K +15,380 New
CFG
254
Citizens Financial Group
Rhode Island
$340K – – –
TFO
255
Tarbox Family Office
California
$332K – – –
IFA
256
Interactive Financial Advisors
Illinois
$328K +$14.2K +642 +5%
CCWA
257
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323K -$146K -6,595 -31%
VC
258
Vicus Capital
Pennsylvania
$321K -$2.65M -119,579 -89%
IC
259
Inverness Counsel
New York
$314K -$343K – –
FCI
260
Financial Counselors Inc
Kansas
$314K +$314K +14,175 New
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$301K +$3.23K +146 +1%
CHA
262
Cedar Hill Associates
Illinois
$299K -$27.7K -1,250 -8%
RWMH
263
Riverpoint Wealth Management Holdings
Illinois
$291K +$291K +12,502 New
PHS
264
Pekin Hardy Strauss
Illinois
$290K – – –
PPA
265
Parametric Portfolio Associates
Washington
$281K -$44.6M -2,010,705 -99%
AL
266
Aspiriant LLC
California
$281K -$5.62K -254 -2%
HSA
267
Hussman Strategic Advisors
Maryland
$277K -$831K -37,500 -75%
GT
268
Glenmede Trust
Pennsylvania
$277K – – –
JIC
269
Joel Isaacson & Co
New York
$277K – – –
HCM
270
Harvest Capital Management
New Hampshire
$273K +$273K +12,322 New
Group One Trading
271
Group One Trading
Illinois
$268K -$93K -4,200 -26%
CWM
272
Cornerstone Wealth Management
Missouri
$262K -$19.5K -876 -7%
LNC
273
Lincoln National Corp
Pennsylvania
$260K +$59.2K +2,673 +29%
CCM
274
Coldstream Capital Management
Washington
$259K +$259K +11,682 New
GC
275
Garde Capital
Washington
$258K +$80K +3,607 +45%
9 10
11
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