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iShares Gold Trust
IAU

Overview Fund Activity

461 hedge funds and large institutions have $3.4B invested in iShares Gold Trust in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 122 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+26
Holders Change %
+5.98%
% of All Funds
11.54%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.63%
New
75
Increased
122
Reduced
160
Closed
42
Calls
$1.01M
Puts
$488K
Net Calls
+$521K
Net Calls Change
-$24.6M

Top Buyers

1
BG
BlackRock Group
United Kingdom
$411M
2
CSIA
Charles Schwab Investment Advisory
California
$416M
3
Cohen & Steers
Cohen & Steers
New York
$38M
4
PSUF
People's United Financial
Connecticut
$20.8M
5
SEI Investments
SEI Investments
Pennsylvania
$31.5M

Top Sellers

1
BlackRock
BlackRock
New York
$1.82M
2
WIM
Windhaven Investment Management
Massachusetts
$473M
3
Bank of America
Bank of America
North Carolina
$221M
4
BIT
BlackRock Institutional Trust
California
$0
5
BL
Balentine LLC
Georgia
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
376
Blue Bell Private Wealth Management
Pennsylvania
$105K -$19.5K -875 -16%
GRP
377
Global Retirement Partners
California
$90K +$90K +4,042 New
CAL
378
Capital Advisors Ltd
Ohio
$88K – – –
AA
379
Apriem Advisors
California
$83K -$19.5K -886 -19%
PG
380
Patten Group
Tennessee
$83K -$1.73K -75 -2%
YWP
381
YorkBridge Wealth Partners
New York
$83K +$83K +3,645 New
DSC
382
Duncker Streett & Co
Missouri
$82K – – –
CLOS
383
Compagnie Lombard Odier SCmA
Switzerland
$80K – – –
DOA
384
D'Orazio & Associates
Virginia
$70K +$6.93K +313 +11%
PSW
385
Portfolio Strategies (Washington)
Washington
$67K +$67K +3,010 New
RFA
386
Reilly Financial Advisors
California
$63K +$11.1K +500 +21%
LWM
387
Lenox Wealth Management
Ohio
$62K – – –
LWA
388
Lenox Wealth Advisors
New York
$62K – – –
BFEC
389
Benjamin F. Edwards & Company
Missouri
$61K +$25.7K +1,155 +73%
CAL
390
Capital Analysts LLC
Pennsylvania
$58K +$40.7K +1,830 +236%
APSP
391
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K – – –
FWM
392
Focused Wealth Management
New York
$50K – – –
LWM
393
LBA Wealth Management
Florida
$44K – – –
IWM
394
IHT Wealth Management
Illinois
$44K +$44K +1,958 New
AFS
395
Aft Forsyth & Sober
Florida
$43K -$432K -19,325 -91%
CG
396
Cutler Group
California
$43K -$271K -12,300 -86%
AIM
397
Advantage Investment Management
Iowa
$41K -$19.8K -900 -33%
VIA
398
Vantage Investment Advisors
Pennsylvania
$41K -$10.9K -490 -21%
FMP
399
Financial Management Professionals
Texas
$39K – – –
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$35K -$1.45K -66 -4%
14 15
16
17 18