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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 %
DSC
301
Duncker Streett & Co
Missouri
$76K – – –
IFA
302
Interactive Financial Advisors
Illinois
$71K -$9.73K -475 -12%
AA
303
Apriem Advisors
California
$65K – – –
RFA
304
Reilly Financial Advisors
California
$62K +$50.1K +2,428 +419%
PG
305
Patten Group
Tennessee
$61.9K -$47.1K -2,300 -43%
MIM
306
Macroview Investment Management
Maryland
$61K +$17.4K +850 +40%
SEI Investments
307
SEI Investments
Pennsylvania
$61K +$61K +3,000 New
CTC
308
Central Trust Company
Missouri
$58K – – –
DOA
309
D'Orazio & Associates
Virginia
$58K – – –
LWM
310
Lenox Wealth Management
Ohio
$57K +$57K +2,790 New
AIM
311
Advantage Investment Management
Iowa
$53K -$3.2K -157 -6%
NC
312
NewSquare Capital
Pennsylvania
$46K – – –
FWM
313
Focused Wealth Management
New York
$46K +$42.7K +2,104 +1,291%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$45K +$19.2K +934 +75%
TFA
315
Transamerica Financial Advisors
Florida
$43K +$8.17K +399 +23%
LWM
316
LBA Wealth Management
Florida
$41K – – –
WTB
317
Washington Trust Bank
Washington
$36K +$20.6K +1,000 +133%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
FMP
319
Financial Management Professionals
Texas
$32K – – –
CP
320
Corbenic Partners
Pennsylvania
$32K – – –
AWM
321
Avior Wealth Management
Nebraska
$32K +$1.66K +80 +5%
BAM
322
Barrett Asset Management
New York
$31K – – –
ZB
323
Zions Bancorporation
Utah
$29K -$17.6M -856,279 -100%
VIA
324
Vantage Investment Advisors
Pennsylvania
$29K +$4.39K +212 +18%
CHP
325
Cable Hill Partners
Oregon
$26K – – –
11 12
13
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