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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
1
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
2
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
3
UBS Group
Switzerland
$102M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
PPA
5
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$108M
3
RIG
3
Roosevelt Investment Group
New York
$218K
4
BC
4
Brinker Capital
Pennsylvania
$19.9M
5
HNB
5
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
326
Jolley Asset Management
North Carolina
$135K +$135K +5,283 New
WT
327
Whittier Trust
California
$132K -$61.3K -2,395 -32%
DE
328
Day & Ennis
Georgia
$132K – – –
B
329
Brightworth
Georgia
$132K +$132K +5,182 New
ISL
330
Ingalls & Snyder LLC
New York
$132K +$132K +5,187 New
ASN
331
Advisory Services Network
Georgia
$130K +$4.97K +195 +4%
SEI Investments
332
SEI Investments
Pennsylvania
$130K +$130K +5,112 New
WKWM
333
Walter & Keenan Wealth Management
Indiana
$128K – – –
BWA
334
Burt Wealth Advisors
Maryland
$128K – – –
LSC
335
Lesa Sroufe & Co
Washington
$128K – – –
RJT
336
Raymond James Trust
Florida
$128K +$128K +5,038 New
Simplex Trading
337
Simplex Trading
Illinois
$127K +$127K +4,988 New
AA
338
Apriem Advisors
California
$126K +$1.17K +46 +0.9%
CCM
339
Cribstone Capital Management
Maine
$117K +$117K +4,604 New
PCM
340
Prelude Capital Management
New York
$105K +$105K +4,100 New
CAL
341
Capital Advisors Ltd
Ohio
$102K – – –
WP
342
WealthPLAN Partners
Nebraska
$100K +$100K +8,491 New
DSC
343
Duncker Streett & Co
Missouri
$94K – – –
LOT
344
Lombard Odier Transatlantic
Quebec, Canada
$93K -$3.19K -125 -3%
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$93K -$3.19K -125 -3%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$91K -$94.7K -3,696 -51%
PG
347
Patten Group
Tennessee
$77.2K – – –
DOA
348
D'Orazio & Associates
Virginia
$73K – – –
LWM
349
Lenox Wealth Management
Ohio
$71K – – –
APSP
350
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K -$110K -4,290 -65%
12 13
14
15 16