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iShares Gold Trust
IAU

Overview Fund Activity

459 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
11.44%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.72%
New
38
Increased
149
Reduced
151
Closed
33
Calls
$2.43M
Puts
$177K
Net Calls
+$2.25M
Net Calls Change
+$1.73M

Top Buyers

1
BlackRock
BlackRock
New York
+$441M
2
CSIA
Charles Schwab Investment Advisory
California
+$125M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$22.7M
4
AAM
Aberdeen Asset Management
United Kingdom
+$19.2M
5
PCA
Personal Capital Advisors
California
+$16.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$60.7M
2
TWM
Tanglewood Wealth Management
Texas
-$14.7M
3
QIM
Quantitative Investment Management
Virginia
-$10.6M
4
MB
Mizuho Bank
Japan
-$8.86M
5
CGI
Cougar Global Investments
Ontario, Canada
-$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
376
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K +$51.7K +2,155 +92%
CAL
377
Capital Advisors Ltd
Ohio
$96K – – –
SSB
378
Sandy Spring Bank
Maryland
$91K -$25.9K -1,086 -22%
DSC
379
Duncker Streett & Co
Missouri
$89K – – –
AA
380
Apriem Advisors
California
$88K -$2.75K -114 -3%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$88K +$22.4K +934 +34%
PG
382
Patten Group
Tennessee
$87K – – –
GRP
383
Global Retirement Partners
California
$86K -$11.2K -466 -12%
WAM
384
Watermark Asset Management
California
$77K +$77K +3,210 New
DOA
385
D'Orazio & Associates
Virginia
$76K – – –
AF
386
Allworth Financial
California
$75K +$56.9K +2,378 +314%
RFA
387
Reilly Financial Advisors
California
$68K – – –
LWA
388
Lenox Wealth Advisors
New York
$67K – – –
YWP
389
YorkBridge Wealth Partners
New York
$60K -$27.7K -1,150 -32%
WIM
390
Westside Investment Management
California
$58.7K +$24.2K +1,000 +70%
FWM
391
Focused Wealth Management
New York
$54K – – –
WTB
392
Washington Trust Bank
Washington
$51K -$91.8K -3,825 -64%
Manulife (Manufacturers Life Insurance)
393
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K -$113K -4,661 -70%
LWM
394
LBA Wealth Management
Florida
$48K – – –
AIM
395
Advantage Investment Management
Iowa
$48K +$2.97K +123 +7%
IWM
396
IHT Wealth Management
Illinois
$47K – – –
WP
397
WealthPLAN Partners
Nebraska
$43.6K +$43.6K +1,800 New
FMP
398
Financial Management Professionals
Texas
$42K – – –
CBT
399
Central Bank & Trust
Kentucky
$40K +$40K +1,650 New
BAM
400
Barrett Asset Management
New York
$39K +$2.73K +113 +8%
14 15
16
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