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iShares Gold Trust
IAU

Overview Fund Activity

361 hedge funds and large institutions have $2.61B invested in iShares Gold Trust in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.64%
New
27
Increased
86
Reduced
141
Closed
28
Calls
$17.5M
Puts
$542K
Net Calls
+$16.9M
Net Calls Change
-$234K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$203M
2
Bank of America
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$7.44M
5
IVA
International Value Advisers
$193M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$152M
2
RBC
Ronald Blue & Co
Georgia
$163M
3
LPL Financial
LPL Financial
California
$19.6M
4
WIM
Windhaven Investment Management
Massachusetts
$495M
5
AI
Accredited Investors
Minnesota
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
26
Emerson Investment Management
Massachusetts
$10.1M +$635K +29,465 +7%
JFA
27
JNBA Financial Advisors
Minnesota
$9.77M +$150K +6,966 +2%
GMA
28
Goldstein Munger & Associates
California
$9.51M +$813K +37,691 +9%
HNB
29
Huntington National Bank
Ohio
$8.98M -$11.4M – –
USAA
30
United Services Automobile Association
Texas
$8.62M -$4.31M -200,000 -33%
FM
31
Foster & Motley
Ohio
$8.24M +$530K +24,599 +7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$8.13M -$321K -14,870 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.93M -$1.36M -62,928 -15%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$7.81M -$479K -22,198 -6%
MSWM
35
Mader & Shannon Wealth Management
Missouri
$7.44M +$7.44M +345,279 New
Invesco
36
Invesco
Georgia
$7.44M +$345 +16 +0%
Northern Trust
37
Northern Trust
Illinois
$7.41M +$1.02M +47,344 +16%
TWM
38
Tanglewood Wealth Management
Texas
$7.09M -$3.94M -182,614 -36%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$6.54M -$1.79M -82,891 -21%
PP
40
Pegasus Partners
Wisconsin
$6.21M – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$6.19M +$3.5M +162,332 +130%
VCM
42
Vigilant Capital Management
Maine
$5.42M +$190K +8,790 +4%
Cohen & Steers
43
Cohen & Steers
New York
$5.38M -$512K -23,750 -9%
BAAM
44
Baker Avenue Asset Management
California
$4.95M -$116K -5,402 -2%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$4.56M -$45.2K -2,095 -1%
AAM
46
Augustine Asset Management
Florida
$4.45M +$132K +6,119 +3%
BOS
47
Bingham Osborn & Scarborough
California
$4.38M +$299K +13,891 +7%
QIM
48
Quest Investment Management
Oregon
$4.31M – – –
CB
49
Commerce Bank
Missouri
$3.9M +$869K +40,320 +29%
SB
50
Suntrust Banks
Georgia
$3.9M -$1.69M -78,591 -30%
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