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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 %
HCM
276
Hollencrest Capital Management
California
$218K +$76 +3 +0%
FCI
277
Financial Counselors Inc
Kansas
$216K -$16K -626 -7%
NIA
278
Northstar Investment Advisors
Colorado
$214K – – –
CB
279
Chemical Bank
Michigan
$212K – – –
CCP
280
Cardan Capital Partners
Colorado
$204K +$14.7K +578 +8%
BWM
281
Braver Wealth Management
Massachusetts
$203K +$203K +7,943 New
SYBT
282
Stock Yards Bank & Trust
Kentucky
$202K -$1.63K -64 -0.8%
FTIOP
283
Fiduciary Trust International of Pennsylvania
Pennsylvania
$201K – – –
JFGIW
284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K – – –
ONB
285
Old National Bancorp
Indiana
$199K – – –
ICOA
286
Investment Centers of America
North Dakota
$194K -$83.2K -3,249 -30%
TCM
287
Telos Capital Management
California
$192K -$51.8K -2,025 -21%
EWA
288
EP Wealth Advisors
California
$192K +$26.2K +1,025 +16%
IH
289
IFC Holdings
Florida
$191K -$8.26K -318 -4%
DDPIC
290
Deroy & Devereaux Private Investment Counsel
Michigan
$191K – – –
GCA
291
Guardian Capital Advisors
Ontario, Canada
$191K – – –
AIA
292
Arbor Investment Advisors
North Carolina
$191K – – –
B
293
Bellecapital
Switzerland
$190K – – –
FCCM
294
First City Capital Management
Georgia
$189K – – –
DADC
295
D.A. Davidson & Co
Montana
$189K +$18.2K +715 +11%
OC
296
Oarsman Capital
Wisconsin
$189K +$18.5K +725 +11%
SIAM
297
Sterling Investment Advisors (Missouri)
Missouri
$188K – – –
SB
298
Simmons Bank
Arkansas
$183K – – –
SSB
299
Sandy Spring Bank
Maryland
$179K -$39.9K -1,558 -18%
MC
300
Moors & Cabot
Massachusetts
$179K -$76 -3 -0%
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