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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
Moon Capital Management
New York
$32.9M
2
BC
Brinker Capital
Pennsylvania
$11.8M
3
ZF
Zhang Financial
Michigan
$7.78M
4
LPL Financial
LPL Financial
California
$24.6M
5
TFCP
Twin Focus Capital Partners
Massachusetts
$5.02M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$424M
2
IC
Iconiq Capital
California
$18.6M
3
RBC
Ronald Blue & Co
Georgia
$121M
4
ZB
Zions Bancorporation
Utah
$29K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
351
Monroe Bank & Trust
Michigan
$10K – – –
BCMIO
352
Beacon Capital Management Inc (Ohio)
Ohio
$10K – – –
AC
353
Alexandria Capital
Virginia
$10K – – –
WIC
354
Woodmont Investment Counsel
Tennessee
$10K – – –
FIB
355
First Interstate Bank
Montana
$9K – – –
IWM
356
Integrated Wealth Management
California
$8K -$6.82K -345 -46%
SA
357
SRH Advisors
Kansas
$8K – – –
MSTVIM
358
Messner & Smith Theme Value Investment Management
California
$7K – – –
PFSC
359
Peoples Financial Services Corp
Pennsylvania
$7K – – –
EWM
360
Endurance Wealth Management
Rhode Island
$6K – – –
TRCT
361
Tower Research Capital (TRC)
New York
$6K +$6K +300 New
ANBT
362
American National Bank & Trust
Texas
$5K -$36.7K -1,650 -88%
QAM
363
QCI Asset Management
New York
$4K – – –
BL
364
Balentine LLC
Georgia
$4K – – –
ClearBridge Investments
365
ClearBridge Investments
New York
$3K – – –
HWP
366
Hefty Wealth Partners
Indiana
$3K +$3K +175 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$2K -$83.5K -3,338 -98%
HF
368
Hoxton Financial
West Virginia
$2K – – –
SIG
369
Stanford Investment Group
California
$2K – – –
HCM
370
Highlander Capital Management
New Jersey
$2K – – –
WAS
371
Winch Advisory Services
Wisconsin
$2K +$2K +100 New
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$1K -$17K -543 -94%
FAM
373
Formidable Asset Management
Ohio
$1K – – –
AF
374
Arrow Financial
New York
$1K – – –
FNBT
375
FineMark National Bank & Trust
Florida
$1K – – –
13 14
15
16 17