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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 %
ACM
376
Aviance Capital Management
Florida
– -$338K -14,773 Closed
LFG
377
LifePlan Financial Group
Ohio
– -$325K -14,202 Closed
FM
378
Family Management
New York
– -$224K -9,775 Closed
ICAS
379
Investors Capital Advisory Services
Massachusetts
– -$206K -9,034 Closed
WG
380
Welch Group
Alabama
– -$187 -8,150 Closed
AL
381
Aspiriant LLC
California
– -$153K -6,668 Closed
FTUS
382
Flow Traders U.S.
New York
– -$144K -6,309 Closed
NB
383
NBT Bank
New York
– -$139K -6,038 Closed
GA
384
Geneva Advisors
Illinois
– -$120K -5,219 Closed
AWA
385
Arete Wealth Advisors
Illinois
– -$116K -5,054 Closed
WKWM
386
Walter & Keenan Wealth Management
Indiana
– -$115K -5,000 Closed
EAMA
387
EFG Asset Management (Americas)
Florida
– -$76K -3,297 Closed
CP
388
Corbenic Partners
Pennsylvania
– -$35K -1,550 Closed
PCM
389
Parsons Capital Management
Rhode Island
– -$25K -1,108 Closed
S
390
SignatureFD
Georgia
– -$24K -1,070 Closed
TNB
391
Thomasville National Bank
Georgia
– -$18K -765 Closed
NCM
392
Nelson Capital Management
California
– -$17K -725 Closed
KPCM
393
Kings Point Capital Management
New York
– -$12K -517 Closed
SEI Investments
394
SEI Investments
Pennsylvania
– -$11K -491 Closed
WP
395
WealthPLAN Partners
Nebraska
– -$9K -407 Closed
JIC
396
Joel Isaacson & Co
New York
– -$9K -404 Closed
UFA
397
US Financial Advisors
Massachusetts
– -$4K -193 Closed
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
– -$2.47K -108 Closed
AssetMark Inc
399
AssetMark Inc
California
– -$1K -24 Closed
12 13 14 15
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