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iShares Gold Trust
IAU

Overview Fund Activity

418 hedge funds and large institutions have $4.75B invested in iShares Gold Trust in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
11.17%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
56
Increased
157
Reduced
96
Closed
32
Calls
$24.6M
Puts
$2.06M
Net Calls
+$22.6M
Net Calls Change
+$19.8M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
2
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
3
UBS Group
Switzerland
$102M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
PPA
5
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$108M
3
RIG
3
Roosevelt Investment Group
New York
$218K
4
BC
4
Brinker Capital
Pennsylvania
$19.9M
5
HNB
5
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
376
Macroview Investment Management
Maryland
$25K – – –
MFW
377
Mosaic Family Wealth
Missouri
$23K – – –
FHA
378
First Horizon Advisors
Tennessee
$20K -$20K -815 -50%
OSNBOA
379
Old Second National Bank of Aurora
Illinois
$20K – – –
EDRE
380
Edmond de Rothschild (Europe)
Luxembourg
$19K – – –
TDC
381
Thompson Davis & Co
Virginia
$19K – – –
WEC
382
Winslow Evans & Crocker
Massachusetts
$18K – – –
OC
383
Oakworth Capital
Alabama
$17K – – –
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$17K – – –
VNA
385
Valley National Advisers
Pennsylvania
$16K – – –
NFG
386
Next Financial Group
Texas
$15K +$8.83K +358 +143%
VWM
387
Valley Wealth Managers
New Jersey
$15K +$15K +575 New
DBT
388
Dubuque Bank & Trust
Iowa
$13K – – –
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$13K – – –
AC
390
Alexandria Capital
Virginia
$13K – – –
First Manhattan
391
First Manhattan
New York
$12K – – –
SBL
392
Sargent Bickham Lagudis
Colorado
$11K – – –
SIM
393
Sonora Investment Management
Arizona
$10.1K +$10.1K +396 New
SA
394
SRH Advisors
Kansas
$10K – – –
PFSC
395
Peoples Financial Services Corp
Pennsylvania
$9K – – –
BCMIO
396
Beacon Capital Management Inc (Ohio)
Ohio
$8K -$4.95K -191 -38%
MSTVIM
397
Messner & Smith Theme Value Investment Management
California
$8K – – –
TIM
398
Tortoise Investment Management
New York
$8K +$8K +332 New
EWM
399
Endurance Wealth Management
Rhode Island
$7K – – –
KF
400
Krilogy Financial
Missouri
$7K +$7K +262 New
14 15
16
17 18