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iShares Gold Trust
IAU

Overview Fund Activity

398 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.62%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M

Top Buyers

1
BlackRock
BlackRock
New York
$478M
2
Bank of America
Bank of America
North Carolina
$334M
3
LPL Financial
LPL Financial
California
$144M
4
BG
BlackRock Group
United Kingdom
$160M
5
Wells Fargo
Wells Fargo
California
$101M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$47.5M
3
WIM
Windhaven Investment Management
Massachusetts
$451M
4
RBC
Ronald Blue & Co
Georgia
$130M
5
HNB
Huntington National Bank
Ohio
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
51
Vigilant Capital Management
Maine
$6.57M +$312K +13,117 +5%
USAA
52
United Services Automobile Association
Texas
$6.1M -$3.4M -143,250 -36%
EIM
53
Emerson Investment Management
Massachusetts
$6.1M -$17.1K -720 -0.3%
TAM
54
Tocqueville Asset Management
New York
$6.02M – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$5.87M +$222K +9,334 +4%
TFCP
56
Twin Focus Capital Partners
Massachusetts
$5.83M – – –
SFG
57
SevenBridge Financial Group
Pennsylvania
$5.81M +$5.81M +34,524 New
FT
58
Fiduciary Trust
Massachusetts
$5.75M +$649K +27,317 +13%
SPL
59
Smart Portfolios LLC
Washington
$5.66M +$5.66M +230,338 New
BOS
60
Bingham Osborn & Scarborough
California
$5.54M -$42.2K -1,775 -0.8%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$4.8M +$51.7K +2,175 +1%
QIM
62
Quest Investment Management
Oregon
$4.75M – – –
JIR
63
James Investment Research
Ohio
$4.72M +$4.5M +189,467 +2,117%
MIS
64
Morningstar Investment Services
Illinois
$4.55M +$1.1M +46,225 +32%
LPC
65
Loeb Partners Corp
New York
$4.52M – – –
WIP
66
Wellesley Investment Partners
Massachusetts
$4.44M +$414K +17,423 +10%
Cohen & Steers
67
Cohen & Steers
New York
$4.2M -$1.45M -61,000 -26%
CB
68
Commerce Bank
Missouri
$4.2M +$29.7K +1,251 +0.7%
AIG
69
American International Group
New York
$4.14M +$1.02M +42,914 +33%
BJ
70
BlackRock Japan
Japan
$3.91M +$1.08M +45,320 +38%
LWA
71
Lowe Wealth Advisors
Maryland
$3.9M +$283K +11,917 +8%
SB
72
Suntrust Banks
Georgia
$3.81M -$119K -5,007 -3%
GWM
73
Gupta Wealth Management
California
$3.79M +$301K +12,654 +9%
VCM
74
Verger Capital Management
North Carolina
$3.79M +$1.13M +47,500 +42%
SIC
75
Sigma Investment Counselors
Michigan
$3.75M -$101K -4,242 -3%
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