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

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.82M
2
WIM
2
Windhaven Investment Management
Massachusetts
$473M
3
Bank of America
3
Bank of America
North Carolina
$221M
4
BIT
4
BlackRock Institutional Trust
California
$0
5
BL
5
Balentine LLC
Georgia
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
426
Winslow Evans & Crocker
Massachusetts
$15.6K -$22.1K -1,000 -59%
VNA
427
Valley National Advisers
Pennsylvania
$14K – – –
LF
428
Lee Financial
Texas
$14K +$14K +625 New
LCM
429
Liberty Capital Management
Michigan
$13K – – –
VWM
430
Valley Wealth Managers
New Jersey
$13K – – –
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$13K +$8.69K +401 +202%
ECM
432
Elgethun Capital Management
South Dakota
$13K +$13K +575 New
CFA
433
CT Financial Advisors
Pennsylvania
$12.7K – – –
TDC
434
Thompson Davis & Co
Virginia
$12K – – –
BL
435
Balentine LLC
Georgia
$11K -$55.1M -2,468,542 -100%
First Manhattan
436
First Manhattan
New York
$11K – – –
DBT
437
Dubuque Bank & Trust
Iowa
$11K – – –
AC
438
Alexandria Capital
Virginia
$11K – – –
MBT
439
Monroe Bank & Trust
Michigan
$11K +$11K +500 New
MWM
440
MinichMacGregor Wealth Management
New York
$10K -$2.69M -126,477 -100%
PFSC
441
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SA
442
SRH Advisors
Kansas
$9K – – –
SBL
443
Sargent Bickham Lagudis
Colorado
$9K – – –
MSTVIM
444
Messner & Smith Theme Value Investment Management
California
$7K – – –
LWMT
445
Legacy Wealth Management (Tennessee)
Tennessee
$6.65K +$6.65K +300 New
EWM
446
Endurance Wealth Management
Rhode Island
$6K – – –
KF
447
Krilogy Financial
Missouri
$6K – – –
AIM
448
Anchor Investment Management
South Carolina
$5.54K +$5.54K +250 New
WAM
449
Wealthspire Advisors (Maryland)
Maryland
$5K -$19.3K -954 -79%
CHC
450
City Holding Co
West Virginia
$5K – – –
16 17
18
19 20