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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 %
AF
401
Allworth Financial
California
$6K -$25K -938 -81%
ANBT
402
American National Bank & Trust
Texas
$6K – – –
KA
403
Klingman & Associates
New York
$6K +$6K +218 New
SFPM
404
Sensible Financial Planning & Management
Massachusetts
$6K +$6K +242 New
CHC
405
City Holding Co
West Virginia
$5K – – –
TRCT
406
Tower Research Capital (TRC)
New York
$5K +$3.75K +150 +300%
Parallax Volatility Advisers
407
Parallax Volatility Advisers
California
$5K +$4.97K +182 +18,200%
ClearBridge Investments
408
ClearBridge Investments
New York
$4K – – –
QAM
409
QCI Asset Management
New York
$4K – – –
PRS
410
Pinkerton Retirement Specialists
Idaho
$4K +$4K +150 New
HCM
411
Highlander Capital Management
New Jersey
$3K – – –
WAS
412
Winch Advisory Services
Wisconsin
$3K – – –
MA
413
MCF Advisors
Kentucky
$2K +$2K +64 New
TWA
414
TCI Wealth Advisors
Arizona
$2K +$2K +65 New
PVH
415
Psagot Value Holdings
Israel
$2K +$2K +66 New
AF
416
Arrow Financial
New York
$1K -$10K -500 -91%
HCM
417
Horrell Capital Management
Arkansas
$1K +$1K +28 New
FHC
418
First Heartland Consultants
Missouri
$219 – – –
LPL Financial
419
LPL Financial
California
– -$144M -6,045,564 Closed
JT
420
Jump Trading
Illinois
– -$7.76M -326,437 Closed
AIG
421
American International Group
New York
– -$4.14M -174,281 Closed
BAM
422
Baring Asset Management
United Kingdom
– -$2.51M -105,645 Closed
SMH
423
Sanders Morris Harris
Texas
– -$2.03M -85,248 Closed
TSS
424
Two Sigma Securities
New York
– -$1.33M -55,751 Closed
VWA
425
V Wealth Advisors
Kansas
– -$1.16M -48,975 Closed
14 15 16
17
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