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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 %
BOS
51
Bingham Osborn & Scarborough
California
$4.29M +$7.94K +350 +0.2%
FT
52
Fiduciary Trust
Massachusetts
$4.16M -$111K -4,873 -3%
SIC
53
Schwartz Investment Counsel
Michigan
$3.99M -$5.7M -251,500 -59%
SIC
54
Sigma Investment Counselors
Michigan
$3.95M -$59.2K -2,612 -1%
CS
55
Credit Suisse
Switzerland
$3.75M -$195K -8,590 -5%
BF
56
BOK Financial
Oklahoma
$3.6M -$146K -6,435 -4%
GWM
57
Gupta Wealth Management
California
$3.48M +$816K +35,986 +31%
William Blair & Company
58
William Blair & Company
Illinois
$3.44M +$596K +26,299 +21%
LWA
59
Lowe Wealth Advisors
Maryland
$3.28M +$40.7K +1,793 +1%
NFG
60
Noven Financial Group
Colorado
$3.28M -$31.8K -1,402 -1%
CMO
61
Covenant Multifamily Offices
Texas
$3.2M +$893K +39,352 +39%
CB
62
Commerce Bank
Missouri
$3.19M -$156K -6,897 -5%
CG
63
Caprock Group
Idaho
$3.19M +$352K +15,508 +12%
RJA
64
Raymond James & Associates
Florida
$3.18M -$174K -7,691 -5%
AIG
65
American International Group
New York
$3.12M -$106K -4,670 -3%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$2.99M +$22.1K +976 +0.7%
TCT
67
TIAA CREF Trust
Missouri
$2.85M -$188K -8,296 -6%
FAAS
68
First Allied Advisory Services
California
$2.85M +$1.3M +57,159 +84%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$2.83M +$127K +5,582 +5%
BWP
70
BSW Wealth Partners
Colorado
$2.78M +$67.1K +2,959 +2%
MWM
71
Modera Wealth Management
New Jersey
$2.77M -$131K -5,779 -5%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$2.73M -$106K -4,667 -4%
AA
73
Ancora Advisors
Ohio
$2.69M +$2.69M +118,540 New
BL
74
BCWM LLC
Kansas
$2.55M +$42.9K +1,892 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$2.52M -$5.42K -239 -0.2%
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3
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