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iShares Gold Trust
IAU

Overview Fund Activity

377 hedge funds and large institutions have $2.91B invested in iShares Gold Trust in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
10.06%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
39
Increased
110
Reduced
128
Closed
33
Calls
$18.9M
Puts
$1.39M
Net Calls
+$17.5M
Net Calls Change
-$15.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$169M
2
LPL Financial
2
LPL Financial
California
$71M
3
IVA
3
International Value Advisers
$188M
4
AI
4
Accredited Investors
Minnesota
$34.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$34.4M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.96M
2
BA
2
BlackRock Advisors
Delaware
$279M
3
CWA
3
Convergent Wealth Advisors
Maryland
$3.54M
4
RBC
4
Ronald Blue & Co
Georgia
$221M
5
JT
5
Jump Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
26
United Services Automobile Association
Texas
$13.7M – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$12.8M -$1.37M -59,987 -10%
Axa
28
Axa
France
$12.4M – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$12.2M +$11.7M +512,709 +2,795%
HNB
30
Huntington National Bank
Ohio
$12.1M +$12.1M +530,427 New
JFA
31
JNBA Financial Advisors
Minnesota
$9.96M +$1.36M +59,243 +16%
EIM
32
Emerson Investment Management
Massachusetts
$9.92M +$3.27M +142,785 +49%
MAA
33
Managed Account Advisors
New Jersey
$9.88M +$3.52M +153,756 +55%
SIC
34
Schwartz Investment Counsel
Michigan
$9.79M – – –
TWM
35
Tanglewood Wealth Management
Texas
$9.78M +$838K +36,574 +9%
Cohen & Steers
36
Cohen & Steers
New York
$9.75M +$1.34M +58,500 +16%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$9.51M +$29.1K +1,269 +0.3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$9.29M +$2.62M +114,457 +39%
VCM
39
Verger Capital Management
North Carolina
$9.22M +$2.65M +115,910 +40%
GMA
40
Goldstein Munger & Associates
California
$9.19M +$20.2K +881 +0.2%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$8.96M -$120M -5,168,528 -93%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$8.93M -$3.46M -151,056 -28%
FM
43
Foster & Motley
Ohio
$7.97M +$137K +5,995 +2%
Invesco
44
Invesco
Georgia
$7.9M -$74.4K -3,250 -0.9%
Stifel Financial
45
Stifel Financial
Missouri
$7.58M +$644K +28,122 +9%
RP
46
Reinhart Partners
Wisconsin
$6.6M -$195K -8,500 -3%
QAM
47
QCI Asset Management
New York
$6.4M +$364K +15,896 +6%
SB
48
Suntrust Banks
Georgia
$6.15M -$2.63M -114,836 -30%
BAAM
49
Baker Avenue Asset Management
California
$5.72M -$265K -11,587 -4%
Northern Trust
50
Northern Trust
Illinois
$5.42M -$1.35M -58,787 -20%
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