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iShares Gold Trust
IAU

Overview Fund Activity

374 hedge funds and large institutions have $2.47B invested in iShares Gold Trust in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
9.82%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.45%
New
54
Increased
80
Reduced
147
Closed
38
Calls
$11.5M
Puts
$701K
Net Calls
+$10.8M
Net Calls Change
-$6.14M

Top Buyers

1
MCM
1
Moon Capital Management
New York
$32.9M
2
BC
2
Brinker Capital
Pennsylvania
$11.8M
3
ZF
3
Zhang Financial
Michigan
$7.78M
4
LPL Financial
4
LPL Financial
California
$24.6M
5
TFCP
5
Twin Focus Capital Partners
Massachusetts
$5.02M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$424M
2
IC
2
Iconiq Capital
California
$18.6M
3
RBC
3
Ronald Blue & Co
Georgia
$121M
4
ZB
4
Zions Bancorporation
Utah
$29K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$123K -$54.4K -2,650 -31%
CCFCSB
277
Cape Cod Five Cents Savings Bank
Massachusetts
$123K – – –
AWA
278
Arete Wealth Advisors
Illinois
$123K +$123K +6,022 New
AIA
279
Allegis Investment Advisors
Idaho
$121K +$121K +5,931 New
IH
280
IFC Holdings
Florida
$116K +$13.5K +662 +13%
WAM
281
Wallington Asset Management
Indiana
$114K +$114K +5,560 New
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$113K -$22K -1,073 -16%
SF
283
Synovus Financial
Georgia
$113K +$58.6K +2,865 +108%
BT
284
Beacon Trust
New Jersey
$111K -$138K -6,715 -55%
ASN
285
Advisory Services Network
Georgia
$111K -$19.2K -937 -15%
VFS
286
VSR Financial Services
Kansas
$109K +$109K +5,324 New
AFP
287
Ausdal Financial Partners
Iowa
$109K +$109K +5,341 New
DE
288
Day & Ennis
Georgia
$106K +$106K +5,172 New
AMG
289
Asset Management Group
Connecticut
$104K -$43.9K -2,139 -30%
AFG
290
Arkansas Financial Group
Arkansas
$104K -$22.6K -1,105 -18%
CAL
291
Capital Analysts LLC
Pennsylvania
$103K +$103K +5,038 New
LSC
292
Lesa Sroufe & Co
Washington
$103K – – –
BWA
293
Burt Wealth Advisors
Maryland
$102K – – –
WKWM
294
Walter & Keenan Wealth Management
Indiana
$102K – – –
HSA
295
Hussman Strategic Advisors
Maryland
$102K – – –
PGA
296
Portland Global Advisors
Maine
$102K +$102K +5,000 New
CAL
297
Capital Advisors Ltd
Ohio
$82K – – –
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$82K +$51.5K +2,529 +169%
CLOS
299
Compagnie Lombard Odier SCmA
Switzerland
$77K -$51.9K -2,540 -40%
LOT
300
Lombard Odier Transatlantic
Quebec, Canada
$77K -$5.11K -250 -6%
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12
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