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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 %
NCM
451
Nelson Capital Management
California
$5K +$5K +219 New
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +165 New
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +175 New
SIG
454
Stanford Investment Group
California
$3K – – –
ClearBridge Investments
455
ClearBridge Investments
New York
$3K – – –
RFM
456
Royal Fund Management
Florida
$3K +$3K +155 New
HCM
457
Highlander Capital Management
New Jersey
$2K – – –
WAS
458
Winch Advisory Services
Wisconsin
$2K – – –
UBS AM
459
UBS AM
Illinois
$2K +$2K +98 New
TWA
460
TCI Wealth Advisors
Arizona
$1K – – –
BIG
461
Bellwether Investment Group
Tennessee
$1K +$1K +65 New
BIT
462
BlackRock Institutional Trust
California
– -$156M -6,135,860 Closed
Lazard Asset Management
463
Lazard Asset Management
New York
– -$9.04M -356,335 Closed
SPIA
464
Strategic Point Investment Advisors
Rhode Island
– -$7.43M -292,768 Closed
BWM
465
Braver Wealth Management
Massachusetts
– -$4.63M -182,506 Closed
CCMG
466
Clark Capital Management Group
Pennsylvania
– -$3.14M -123,525 Closed
RG
467
Rikoon Group
New Mexico
– -$2.45M -96,723 Closed
MWM
468
Merriman Wealth Management
Washington
– -$2.1M -82,560 Closed
MYLI
469
Meiji Yasuda Life Insurance
Japan
– -$1.73M -68,200 Closed
SRSA
470
S.R. Schill & Associates
Washington
– -$1.72M -67,633 Closed
BEC
471
Blue Edge Capital
Virginia
– -$1.7M -67,104 Closed
FPFS
472
First Personal Financial Services
North Carolina
– -$1.69M -66,721 Closed
MML Investors Services
473
MML Investors Services
Massachusetts
– -$1.15M -45,437 Closed
AAM
474
Aureus Asset Management
Massachusetts
– -$1.01M -39,800 Closed
BCM
475
Bienville Capital Management
New York
– -$951K -37,452 Closed
17 18
19
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