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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
ZB
2
Zions Bancorporation
Utah
$15.2M
3
IVA
3
International Value Advisers
$197M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
PCA
5
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
RP
4
Reinhart Partners
Wisconsin
$0
5
QAM
5
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
351
Carroll Financial Associates
North Carolina
$4K -$4.71K -206 -54%
FWM
352
Focused Wealth Management
New York
$4K – – –
RFA
353
Reilly Financial Advisors
California
$3K -$4.3K -172 -59%
ClearBridge Investments
354
ClearBridge Investments
New York
$3K – – –
HCM
355
Highlander Capital Management
New Jersey
$2K -$2.27K -125 -53%
FAM
356
Formidable Asset Management
Ohio
$2K – – –
HF
357
Hoxton Financial
West Virginia
$2K – – –
SIG
358
Stanford Investment Group
California
$2K – – –
PSI
359
Pinnacle Summer Investments
Virginia
$1K -$2.22M -130,696 -100%
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.09K -134 -68%
NHFG
361
New Harbor Financial Group
Massachusetts
$1K – – –
WCM
362
Wealthcare Capital Management
Virginia
$1K – – –
FNBT
363
FineMark National Bank & Trust
Florida
$1K – – –
AF
364
Arrow Financial
New York
$1K – – –
1GA
365
1st Global Advisors
Texas
$252 +$252 +11,099 New
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15 +$12 +548 +412%
BC
367
Brinker Capital
Pennsylvania
– -$14.5M -631,151 Closed
RP
368
Reinhart Partners
Wisconsin
– -$6.6M -288,175 Closed
SCA
369
Samson Capital Advisors
New York
– -$2.7M -117,675 Closed
FAAM
370
First Allied Asset Management
California
– -$2.66M -115,628 Closed
ACM
371
Avalon Capital Management
California
– -$2.01M -87,544 Closed
Goldman Sachs
372
Goldman Sachs
New York
– -$1.61M -70,481 Closed
PC
373
Permanens Capital
New York
– -$511K -22,300 Closed
AAM
374
American Asset Management
Florida
– -$453K -20,075 Closed
CAW
375
Cornerstone Advisors (Washington)
Washington
– -$401K -17,500 Closed
12 13 14
15
16