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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 %
VCM
51
Vigilant Capital Management
Maine
$5.41M +$274K +11,955 +5%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$5.19M +$163K +7,121 +3%
BTS
53
BB&T Securities
Virginia
$5.07M -$2.89M -12,605 -36%
AAM
54
Augustine Asset Management
Florida
$4.67M -$11.5K -495 -0.2%
QIM
55
Quest Investment Management
Oregon
$4.57M – – –
BOS
56
Bingham Osborn & Scarborough
California
$4.33M +$359K +15,685 +9%
FT
57
Fiduciary Trust
Massachusetts
$4.32M -$15.1K -660 -0.3%
SIC
58
Sigma Investment Counselors
Michigan
$4.05M +$262K +11,435 +7%
CS
59
Credit Suisse
Switzerland
$3.98M -$1.27M -55,422 -24%
BF
60
BOK Financial
Oklahoma
$3.78M +$515K +22,490 +16%
CWA
61
Convergent Wealth Advisors
Maryland
$3.54M -$13.8M -604,775 -80%
RJA
62
Raymond James & Associates
Florida
$3.39M +$920K +40,176 +37%
CB
63
Commerce Bank
Missouri
$3.38M -$78.4K -3,422 -2%
NFG
64
Noven Financial Group
Colorado
$3.34M -$75.9K -3,315 -2%
LWA
65
Lowe Wealth Advisors
Maryland
$3.27M +$3.1M +135,263 +1,759%
AIG
66
American International Group
New York
$3.25M -$189K -8,264 -5%
TCT
67
TIAA CREF Trust
Missouri
$3.07M -$493K -21,527 -14%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$3M +$150K +6,537 +5%
PSI
69
Pinnacle Summer Investments
Virginia
$2.99M -$36.6K -1,600 -1%
MWM
70
Modera Wealth Management
New Jersey
$2.93M -$252K -11,016 -8%
AA
71
Ancora Advisors
Ohio
$2.87M -$2.83M -123,755 Closed
William Blair & Company
72
William Blair & Company
Illinois
$2.87M -$282K -12,304 -9%
CG
73
Caprock Group
Idaho
$2.86M -$21.7K -949 -0.8%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.86M +$547K +23,879 +24%
BWP
75
BSW Wealth Partners
Colorado
$2.74M -$80.1K -3,496 -3%
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3
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