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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 %
APSP
276
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K -$12.9K -598 -11%
FA
277
Financial Advantage
Maryland
$91K -$10.3K -477 -10%
LOT
278
Lombard Odier Transatlantic
Quebec, Canada
$87K – – –
CAL
279
Capital Advisors Ltd
Ohio
$86K – – –
IFA
280
Interactive Financial Advisors
Illinois
$85K -$16K -740 -16%
DSC
281
Duncker Streett & Co
Missouri
$80K – – –
PMFA
282
Plante Moran Financial Advisors
Michigan
$74K – – –
AA
283
Apriem Advisors
California
$69K -$1.62K -75 -2%
BBPWM
284
Blue Bell Private Wealth Management
Pennsylvania
$68K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$67K +$65.6K +3,046 +4,759%
DOA
286
D'Orazio & Associates
Virginia
$64K – – –
CTC
287
Central Trust Company
Missouri
$61K -$128K -5,940 -68%
AIM
288
Advantage Investment Management
Iowa
$60K – – –
SF
289
Synovus Financial
Georgia
$57K – – –
SAC
290
Smith Affiliated Capital
New York
$53.9K – – –
NC
291
NewSquare Capital
Pennsylvania
$49K – – –
MIM
292
Macroview Investment Management
Maryland
$46K -$51.8K -2,402 -53%
LWM
293
LBA Wealth Management
Florida
$43K – – –
BCM
294
Brookstone Capital Management
Illinois
$41K -$911 -42 -2%
ANBT
295
American National Bank & Trust
Texas
$40K – – –
TFA
296
Transamerica Financial Advisors
Florida
$37K -$9.77K -449 -21%
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
FMP
298
Financial Management Professionals
Texas
$34K +$4.98K +230 +17%
CP
299
Corbenic Partners
Pennsylvania
$33K +$33K +1,550 New
BAM
300
Barrett Asset Management
New York
$32K – – –
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