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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 %
AWM
301
Avior Wealth Management
Nebraska
$32K +$4.92K +225 +18%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$32K +$32K +1,500 New
SFWA
303
Summit Financial Wealth Advisors
Louisiana
$29K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$27K -$76.9K -3,558 -74%
GWS
305
Glassman Wealth Services
Virginia
$27K – – –
BBHC
306
Brown Brothers Harriman & Co
New York
$27K – – –
CHP
307
Cable Hill Partners
Oregon
$27K – – –
FPFS
308
First Personal Financial Services
North Carolina
$27K +$27K +1,250 New
VIA
309
Vantage Investment Advisors
Pennsylvania
$26K – – –
VNA
310
Valley National Advisers
Pennsylvania
$24K +$2.27K +105 +10%
RIA
311
Regal Investment Advisors
Michigan
$24K +$8.99K +421 +60%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$24K +$24K +1,125 New
CHC
313
City Holding Co
West Virginia
$23K – – –
AWM
314
AllSquare Wealth Management
New York
$23K – – –
PO
315
Private Ocean
California
$22K – – –
BFEC
316
Benjamin F. Edwards & Company
Missouri
$21K -$1.19K -55 -5%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +959 New
HR
318
Howe & Rusling
New York
$19K +$19K +877 New
AF
319
Allworth Financial
California
$18K – – –
TWA
320
TCI Wealth Advisors
Arizona
$18K +$18K +856 New
OSNBOA
321
Old Second National Bank of Aurora
Illinois
$17K – – –
FHA
322
First Horizon Advisors
Tennessee
$17K – – –
WTB
323
Washington Trust Bank
Washington
$16K – – –
EDRE
324
Edmond de Rothschild (Europe)
Luxembourg
$16K – – –
OC
325
Oakworth Capital
Alabama
$16K – – –
11 12
13
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