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iShares Gold Trust
IAU

Overview Fund Activity

418 hedge funds and large institutions have $4.75B invested in iShares Gold Trust in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
11.17%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
56
Increased
157
Reduced
96
Closed
32
Calls
$24.6M
Puts
$2.06M
Net Calls
+$22.6M
Net Calls Change
+$19.8M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
2
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
3
UBS Group
Switzerland
$102M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
PPA
5
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$108M
3
RIG
3
Roosevelt Investment Group
New York
$218K
4
BC
4
Brinker Capital
Pennsylvania
$19.9M
5
HNB
5
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$19.3M -$105K -4,098 -0.5%
PAG
27
Pinnacle Advisory Group
Maryland
$18.3M +$5.54M +216,907 +43%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$18M +$713K +27,955 +4%
RJA
29
Raymond James & Associates
Florida
$16.1M +$5.24M +205,206 +48%
TWM
30
Tanglewood Wealth Management
Texas
$16.1M +$2.27M +88,843 +16%
JFA
31
JNBA Financial Advisors
Minnesota
$15.7M +$1.83M +71,641 +13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$14.3M +$14.3M +558,940 New
Axa
33
Axa
France
$13.9M – – –
CC
34
Cadinha & Co
Hawaii
$12.9M +$40.2K +1,575 +0.3%
CGI
35
Cougar Global Investments
Ontario, Canada
$12.3M +$5.25M +205,775 +74%
VCM
36
Vigilant Capital Management
Maine
$12.3M +$5.23M +204,918 +74%
Northern Trust
37
Northern Trust
Illinois
$12.2M +$2.74M +107,551 +29%
GMA
38
Goldstein Munger & Associates
California
$11.8M -$74.4K -2,914 -0.6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$11.7M +$3.06M +119,743 +35%
GPC
40
Guardian Point Capital
Virginia
$11.5M +$1.28M +50,000 +13%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$11.4M +$1.92M +75,324 +20%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$11.1M +$9.65M +377,693 +650%
TAM
43
Tocqueville Asset Management
New York
$11.1M +$4.6M +180,325 +71%
GC
44
Gibson Capital
Pennsylvania
$10.5M -$1.24M -48,793 -11%
QIM
45
Quantitative Investment Management
Virginia
$10.4M -$5.58M -218,750 -35%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$10.4M +$1.03M +40,360 +11%
GI
47
Gradient Investments
Minnesota
$10M -$242K -9,473 -2%
ZF
48
Zhang Financial
Michigan
$9.49M -$95.5K -3,744 -1%
Mariner
49
Mariner
Kansas
$9.4M +$6.91M +270,921 +278%
Stifel Financial
50
Stifel Financial
Missouri
$8.75M +$711K +27,849 +9%
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