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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 %
HT
376
Hefren-Tillotson
Pennsylvania
$1K +$1K +28 New
Manulife (Manufacturers Life Insurance)
377
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 -$12 -548 -80%
MSWM
378
Mader & Shannon Wealth Management
Missouri
– -$7.44M -345,279 Closed
Schroder Investment Management Group
379
Schroder Investment Management Group
United Kingdom
– -$6.54M -303,422 Closed
PP
380
Pegasus Partners
Wisconsin
– -$6.21M -288,175 Closed
RIG
381
Roosevelt Investment Group
New York
– -$2.95M -136,782 Closed
DA
382
DSC Advisors
Illinois
– -$1.99M -92,426 Closed
BCA
383
Bray Capital Advisors
Florida
– -$1.7M -79,010 Closed
AI
384
Accredited Investors
Minnesota
– -$1.01M -46,871 Closed
Millennium Management
385
Millennium Management
New York
– -$853K -39,580 Closed
NG
386
NatWest Group
United Kingdom
– -$790K -36,644 Closed
BOTW
387
Bank of the West
California
– -$727K -33,713 Closed
HB
388
Homrich & Berg
Georgia
– -$578K -26,803 Closed
PSI
389
Pinnacle Summer Investments
Virginia
– -$2.73M -26,705 Closed
CFB
390
Cullen/Frost Bankers
Texas
– -$397K -18,420 Closed
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
– -$335K -14,325 Closed
BWM
392
Braver Wealth Management
Massachusetts
– -$295K -13,686 Closed
V
393
Veritable
Delaware
– -$292K -13,570 Closed
BAS
394
Brown Advisory Securities
Maryland
– -$212K -9,835 Closed
OIA
395
Optimum Investment Advisors
Illinois
– -$203K -9,400 Closed
TD Asset Management
396
TD Asset Management
Ontario, Canada
– -$153K -7,079 Closed
VC
397
Vicus Capital
Pennsylvania
– -$114K -5,274 Closed
AI
398
Atria Investments
North Carolina
– -$113K -5,236 Closed
FA
399
Financial Advantage
Maryland
– -$91K -4,212 Closed
BCM
400
Brookstone Capital Management
Illinois
– -$41K -1,890 Closed
13 14 15
16
17