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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 %
IWM
326
Integrated Wealth Management
California
$16K – – –
TDC
327
Thompson Davis & Co
Virginia
$16K +$197 +9 +1%
WEC
328
Winslow Evans & Crocker
Massachusetts
$15.2K – – –
W
329
Wealthfront
California
$14K +$13.7K +653 +5,023%
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$12K – – –
RFA
331
Reilly Financial Advisors
California
$12K +$9.51K +459 +383%
WIC
332
Woodmont Investment Counsel
Tennessee
$11K -$23.1K -1,050 -68%
NFG
333
Next Financial Group
Texas
$11K -$5.01K -250 -31%
MBT
334
Monroe Bank & Trust
Michigan
$11K -$5.5K -250 -33%
CG
335
Colony Group
Massachusetts
$11K -$4.93K -224 -31%
AC
336
Alexandria Capital
Virginia
$11K – – –
BCMIO
337
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
DBT
338
Dubuque Bank & Trust
Iowa
$11K – – –
AP
339
Atwood & Palmer
Missouri
$11K +$11K +520 New
FIB
340
First Interstate Bank
Montana
$10K +$10K +445 New
SA
341
SRH Advisors
Kansas
$9K – – –
NMIS
342
Northwestern Mutual Investment Services
Wisconsin
$9K +$9K +417 New
MSTVIM
343
Messner & Smith Theme Value Investment Management
California
$7K – – –
EWM
344
Endurance Wealth Management
Rhode Island
$7K – – –
PFSC
345
Peoples Financial Services Corp
Pennsylvania
$7K – – –
JWM
346
Jackson Wealth Management
Florida
$7K +$7K +308 New
PSUF
347
People's United Financial
Connecticut
$6K +$264 +13 +5%
CK
348
Carnick & Kubik
Colorado
$5.39K +$5.39K +250 New
QAM
349
QCI Asset Management
New York
$4K -$15.1K -700 -79%
FWM
350
Focused Wealth Management
New York
$4K – – –
12 13
14
15 16