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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
ZB
2
Zions Bancorporation
Utah
$15.2M
3
IVA
3
International Value Advisers
$197M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
PCA
5
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
RP
4
Reinhart Partners
Wisconsin
$0
5
QAM
5
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$13.1M +$3.32M +146,496 +34%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13.1M +$412K +18,144 +3%
Axa
28
Axa
France
$12.3M – – –
TWM
29
Tanglewood Wealth Management
Texas
$11.6M +$1.91M +84,356 +20%
HNB
30
Huntington National Bank
Ohio
$11.4M -$12.1M -530,427 Closed
JFA
31
JNBA Financial Advisors
Minnesota
$10.1M +$263K +11,602 +3%
EIM
32
Emerson Investment Management
Massachusetts
$9.95M +$130K +5,735 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$9.77M +$930K +40,996 +11%
GMA
34
Goldstein Munger & Associates
California
$9.15M +$43.7K +1,927 +0.5%
VCM
35
Verger Capital Management
North Carolina
$9.13M – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$8.89M -$529K -23,316 -6%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$8.8M – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$8.72M -$485K -21,381 -5%
FM
39
Foster & Motley
Ohio
$8.11M +$215K +9,476 +3%
Invesco
40
Invesco
Georgia
$7.82M +$1.63K +72 +0%
Northern Trust
41
Northern Trust
Illinois
$6.72M +$1.35M +59,711 +25%
PP
42
Pegasus Partners
Wisconsin
$6.54M +$6.54M +288,175 New
Cohen & Steers
43
Cohen & Steers
New York
$6.2M -$3.46M -152,500 -36%
SB
44
Suntrust Banks
Georgia
$5.88M -$207K -9,134 -3%
VF
45
Virtu Financial
New York
$5.53M +$4.81M +212,035 +668%
VCM
46
Vigilant Capital Management
Maine
$5.51M +$152K +6,692 +3%
BAAM
47
Baker Avenue Asset Management
California
$5.33M -$335K -14,770 -6%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$4.85M -$290K -12,772 -6%
AAM
49
Augustine Asset Management
Florida
$4.54M -$16.6K -733 -0.4%
QIM
50
Quest Investment Management
Oregon
$4.53M – – –
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