IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

374 hedge funds and large institutions have $2.47B invested in iShares Gold Trust in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
9.82%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.45%
New
54
Increased
80
Reduced
147
Closed
38
Calls
$11.5M
Puts
$701K
Net Calls
+$10.8M
Net Calls Change
-$6.14M

Top Buyers

1
MCM
1
Moon Capital Management
New York
$32.9M
2
BC
2
Brinker Capital
Pennsylvania
$11.8M
3
ZF
3
Zhang Financial
Michigan
$7.78M
4
LPL Financial
4
LPL Financial
California
$24.6M
5
TFCP
5
Twin Focus Capital Partners
Massachusetts
$5.02M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$424M
2
IC
2
Iconiq Capital
California
$18.6M
3
RBC
3
Ronald Blue & Co
Georgia
$121M
4
ZB
4
Zions Bancorporation
Utah
$29K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Gradient Investments
Minnesota
$10.5M -$6.23M -304,570 -37%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$9.86M -$176K -8,593 -2%
TWM
28
Tanglewood Wealth Management
Texas
$9.32M +$2.59M +126,717 +39%
USAA
29
United Services Automobile Association
Texas
$8.18M – – –
GMA
30
Goldstein Munger & Associates
California
$8.08M -$947K -46,288 -10%
JFA
31
JNBA Financial Advisors
Minnesota
$8.02M -$1.26M -61,556 -14%
FM
32
Foster & Motley
Ohio
$7.98M +$162K +7,897 +2%
ZF
33
Zhang Financial
Michigan
$7.78M +$7.78M +380,238 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$7.18M -$231K -11,307 -3%
Invesco
35
Invesco
Georgia
$7.06M -$1.8K -88 -0%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$6.91M -$623K -30,440 -8%
Northern Trust
37
Northern Trust
Illinois
$6.81M -$220K -10,733 -3%
HNB
38
Huntington National Bank
Ohio
$6.38M -$8.98M – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$6.19M +$311K +15,216 +5%
VCM
40
Vigilant Capital Management
Maine
$5.38M +$238K +11,635 +5%
EIM
41
Emerson Investment Management
Massachusetts
$5.27M -$4.32M -211,003 -45%
TAM
42
Tocqueville Asset Management
New York
$5.19M +$4.7M +229,525 +956%
TFCP
43
Twin Focus Capital Partners
Massachusetts
$5.02M +$5.02M +245,183 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$4.87M -$2.85M -139,077 -37%
Cohen & Steers
45
Cohen & Steers
New York
$4.87M -$243K -11,900 -5%
BOS
46
Bingham Osborn & Scarborough
California
$4.81M +$651K +31,807 +16%
FT
47
Fiduciary Trust
Massachusetts
$4.39M +$980K +47,890 +29%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.11M +$3.48M +170,242 +558%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$4.09M -$237K -11,585 -5%
QIM
50
Quest Investment Management
Oregon
$4.09M – – –
1
2
3 4 5