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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 %
FWM
351
Focused Wealth Management
New York
$4K – – –
UFA
352
US Financial Advisors
Massachusetts
$4K +$4K +166 New
S
353
SignatureFD
Georgia
$4K +$4K +190 New
ClearBridge Investments
354
ClearBridge Investments
New York
$3K – – –
SIG
355
Stanford Investment Group
California
$2K – – –
HF
356
Hoxton Financial
West Virginia
$2K – – –
HCM
357
Highlander Capital Management
New Jersey
$2K – – –
CCS
358
Crosspoint Capital Strategies
California
$2K +$2K +100 New
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$1K -$4.95K -203 -83%
AF
360
Arrow Financial
New York
$1K – – –
FNBT
361
FineMark National Bank & Trust
Florida
$1K – – –
NHFG
362
New Harbor Financial Group
Massachusetts
$1K – – –
FAM
363
Formidable Asset Management
Ohio
$1K – – –
Manulife (Manufacturers Life Insurance)
364
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15 – – –
AIM
365
Allen Investment Management
New York
– -$2.08M -91,690 Closed
MP
366
Manifold Partners
California
– -$1.9M -83,563 Closed
EC
367
Estate Counselors
Wisconsin
– -$1.86M -82,065 Closed
FA
368
FDx Advisors
Illinois
– -$1.5M -64,495 Closed
RA
369
RFG Advisory
Alabama
– -$1.16M -51,181 Closed
GP
370
Gresham Partners
Illinois
– -$799K -35,250 Closed
KIA
371
KCM Investment Advisors
California
– -$752K -33,179 Closed
ACM
372
Argentus Capital Management
Texas
– -$504K -22,207 Closed
MPI
373
Mairs & Power Inc
Minnesota
– -$311K -13,718 Closed
TH
374
Timber Hill
Connecticut
– -$294K -12,951 Closed
CS
375
Comerica Securities
Michigan
– -$242K -10,691 Closed
12 13 14
15
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