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iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$474M
2
BlackRock
BlackRock
New York
$599M
3
CSIA
Charles Schwab Investment Advisory
California
$390M
4
BL
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.34M
2
WIM
Windhaven Investment Management
Massachusetts
$1B
3
BWP
BSW Wealth Partners
Colorado
$224K
4
RBC
Ronald Blue & Co
Georgia
$90M
5
JFA
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
426
Stanford Investment Group
California
$4K +$4K +150 New
WAS
427
Winch Advisory Services
Wisconsin
$3K – – –
HCM
428
Highlander Capital Management
New Jersey
$3K – – –
WDL
429
Well Done LLC
Michigan
$2.23K +$32 +1,259 +1%
TWA
430
TCI Wealth Advisors
Arizona
$2K – – –
PWM
431
Perigon Wealth Management
California
$2K +$2K +85 New
SIC
432
Salem Investment Counselors
North Carolina
$244 +$244 +960 New
SBL
433
Sargent Bickham Lagudis
Colorado
$11 – – –
Susquehanna International Group
434
Susquehanna International Group
Pennsylvania
– -$14.3M -558,940 Closed
MSWM
435
Mader & Shannon Wealth Management
Missouri
– -$7.21M -282,551 Closed
BAAM
436
Baker Avenue Asset Management
California
– -$1.7M -66,597 Closed
GC
437
Grimes & Company
Massachusetts
– -$765K -29,961 Closed
RAM
438
Riggs Asset Management
Pennsylvania
– -$620K -24,285 Closed
Millennium Management
439
Millennium Management
New York
– -$423K -16,562 Closed
CS
440
Comerica Securities
Michigan
– -$267K -10,459 Closed
CSIC
441
Clifford Swan Investment Counsel
California
– -$228K -8,930 Closed
MCM
442
Matterhorn Capital Management
Texas
– -$179K -7,030 Closed
1GA
443
1st Global Advisors
Texas
– -$152K -5,958 Closed
WA
444
WESPAC Advisors
California
– -$139K -5,466 Closed
B
445
Brightworth
Georgia
– -$132K -5,182 Closed
WKWM
446
Walter & Keenan Wealth Management
Indiana
– -$128K -5,000 Closed
PCM
447
Prelude Capital Management
New York
– -$105K -4,100 Closed
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
– -$91K -3,550 Closed
SFG
449
SevenBridge Financial Group
Pennsylvania
– -$41K -1,592 Closed
Macquarie Group
450
Macquarie Group
Australia
– -$36K -1,432 Closed
15 16 17
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