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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 %
ACM
426
Avalon Capital Management
California
– -$771K -32,446 Closed
AAM
427
American Asset Management
Florida
– -$453K -20,075 Closed
TI
428
Truepoint Inc
Ohio
– -$321K -13,500 Closed
Natixis Advisors
429
Natixis Advisors
Massachusetts
– -$319K -13,426 Closed
MIAN
430
Mariner Independent Advisor Network
Kansas
– -$268K -11,288 Closed
IAA
431
Ironsides Asset Advisors
North Carolina
– -$193K -8,115 Closed
AIA
432
Allegis Investment Advisors
Idaho
– -$181K -7,603 Closed
IT
433
Independence Trust
Tennessee
– -$153K -6,433 Closed
AFG
434
Arkansas Financial Group
Arkansas
– -$127K -5,327 Closed
Citadel Advisors
435
Citadel Advisors
Florida
– -$121K -5,108 Closed
PGA
436
Portland Global Advisors
Maine
– -$119K -5,000 Closed
WAM
437
Wolverine Asset Management
Illinois
– -$111K -4,696 Closed
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
– -$85K -3,570 Closed
LGWM
439
Litman Gregory Wealth Management
California
– -$70K -2,928 Closed
CCA
440
Checchi Capital Advisers
California
– -$59K -2,500 Closed
S
441
SignatureFD
Georgia
– -$26K -1,081 Closed
UFA
442
US Financial Advisors
Massachusetts
– -$21K -894 Closed
TCM
443
Tradewinds Capital Management
Washington
– -$26K -801 Closed
WTB
444
Washington Trust Bank
Washington
– -$18K -750 Closed
MBT
445
Monroe Bank & Trust
Michigan
– -$12K -500 Closed
IWM
446
Integrated Wealth Management
California
– -$10K -405 Closed
HR
447
Howe & Rusling
New York
– -$7K -295 Closed
HWP
448
Hefty Wealth Partners
Indiana
– -$4K -175 Closed
FAM
449
Formidable Asset Management
Ohio
– -$2K -92 Closed
FNBT
450
FineMark National Bank & Trust
Florida
– -$1K -63 Closed
14 15 16 17
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