IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$474M
2
BlackRock
BlackRock
New York
$599M
3
CSIA
Charles Schwab Investment Advisory
California
$390M
4
BL
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.34M
2
WIM
Windhaven Investment Management
Massachusetts
$1B
3
BWP
BSW Wealth Partners
Colorado
$224K
4
RBC
Ronald Blue & Co
Georgia
$90M
5
JFA
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
351
Cullen/Frost Bankers
Texas
$129K +$129K +5,080 New
PA
352
Pinnacle Associates
New York
$128K -$6.33K -250 -5%
RJT
353
Raymond James Trust
Florida
$128K -$178 -7 -0.1%
LSC
354
Lesa Sroufe & Co
Washington
$128K – – –
BWA
355
Burt Wealth Advisors
Maryland
$127K – – –
WG
356
Welch Group
Alabama
$126K +$126K +4,947 New
ASN
357
Advisory Services Network
Georgia
$125K -$4.97K -195 -4%
Walleye Trading
358
Walleye Trading
New York
$123K +$123K +4,832 New
AA
359
Apriem Advisors
California
$118K -$7.49K -295 -6%
CCM
360
Cribstone Capital Management
Maine
$112K – – –
CAL
361
Capital Advisors Ltd
Ohio
$101K – – –
AWM
362
Avior Wealth Management
Nebraska
$95K +$45.2K +1,780 +91%
PFBT
363
Parkside Financial Bank & Trust
Missouri
$95K +$66.5K +2,622 +233%
DSC
364
Duncker Streett & Co
Missouri
$94K – – –
LOT
365
Lombard Odier Transatlantic
Quebec, Canada
$92K – – –
CLOS
366
Compagnie Lombard Odier SCmA
Switzerland
$92K – – –
PG
367
Patten Group
Tennessee
$89.2K +$15.8K +650 +21%
Manulife (Manufacturers Life Insurance)
368
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73K +$16.7K +660 +30%
DOA
369
D'Orazio & Associates
Virginia
$72K – – –
LWA
370
Lenox Wealth Advisors
New York
$71K -$196K -7,700 -73%
LWM
371
Lenox Wealth Management
Ohio
$71K – – –
AIM
372
Advantage Investment Management
Iowa
$70K +$10.1K +400 +17%
RFA
373
Reilly Financial Advisors
California
$60K – – –
APSP
374
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K – – –
VIA
375
Vantage Investment Advisors
Pennsylvania
$59K -$67.2K -2,660 -53%
13 14
15
16 17