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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 %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$3.9M +$1.81M +83,800 +86%
GWM
52
Gupta Wealth Management
California
$3.77M +$453K +21,024 +14%
SIC
53
Sigma Investment Counselors
Michigan
$3.64M -$111K -5,143 -3%
FT
54
Fiduciary Trust
Massachusetts
$3.6M -$361K -16,767 -9%
BF
55
BOK Financial
Oklahoma
$3.22M -$198K -9,173 -6%
LWA
56
Lowe Wealth Advisors
Maryland
$3.15M +$28.5K +1,320 +0.9%
NFG
57
Noven Financial Group
Colorado
$3.09M -$29.5K -1,369 -0.9%
RIG
58
Roosevelt Investment Group
New York
$2.95M +$2.95M +136,782 New
AIG
59
American International Group
New York
$2.89M -$70.8K -3,282 -2%
MIS
60
Morningstar Investment Services
Illinois
$2.8M +$512K +23,737 +22%
CS
61
Credit Suisse
Switzerland
$2.79M -$779K -36,133 -22%
Stifel Financial
62
Stifel Financial
Missouri
$2.78M +$684K +31,736 +33%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$2.74M +$1.68M +77,868 +159%
PSI
64
Pinnacle Summer Investments
Virginia
$2.73M +$2.73M +26,646 +45,163%
BWP
65
BSW Wealth Partners
Colorado
$2.73M +$79.2K +3,673 +3%
William Blair & Company
66
William Blair & Company
Illinois
$2.65M -$622K -28,873 -19%
CAN
67
Cetera Advisor Networks
California
$2.62M +$1.47M +68,400 +129%
AA
68
Ancora Advisors
Ohio
$2.55M -$2.16K -100 -0.1%
TCT
69
TIAA CREF Trust
Missouri
$2.53M -$174K -8,090 -6%
EAM
70
Evanson Asset Management
California
$2.5M +$247K +11,461 +11%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.49M +$88.9K +4,123 +4%
RJA
72
Raymond James & Associates
Florida
$2.43M -$597K -27,706 -20%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$2.4M -$191K -8,854 -7%
MWM
74
Modera Wealth Management
New Jersey
$2.39M -$241K -11,161 -9%
VKH
75
Virtu KCG Holdings
New York
$2.27M +$1.66M +77,087 +273%
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