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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 %
Invesco
51
Invesco
Georgia
$8.65M -$166K -6,501 -2%
Ameriprise
52
Ameriprise
Minnesota
$8.47M +$5.01M +202,008 +145%
FM
53
Foster & Motley
Ohio
$8.25M -$1.15M -45,135 -12%
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$7.32M +$7.32M +287,013 New
MSWM
55
Mader & Shannon Wealth Management
Missouri
$7.21M +$7.21M +282,551 New
TCT
56
TIAA CREF Trust
Missouri
$7.09M +$4.35M +170,583 +159%
HNB
57
Huntington National Bank
Ohio
$6.74M -$12M – –
BFM
58
Boston Financial Management
Massachusetts
$6.54M +$6.54M +256,215 New
AG
59
Advisor Group
Arizona
$6.39M +$6.39M +250,307 New
TFCP
60
Twin Focus Capital Partners
Massachusetts
$6.26M – – –
ACM
61
Aviance Capital Management
Florida
$6.23M +$3.2M +125,429 +106%
FT
62
Fiduciary Trust
Massachusetts
$6.21M +$36.2K +1,419 +0.6%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$6.19M +$5.97M +233,998 +2,744%
BOS
64
Bingham Osborn & Scarborough
California
$5.95M -$3.83K -150 -0.1%
USAA
65
United Services Automobile Association
Texas
$5.42M -$1.14M -44,500 -17%
MIS
66
Morningstar Investment Services
Illinois
$5.23M +$259K +9,976 +5%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$5.18M +$22.4K +879 +0.4%
QIM
68
Quest Investment Management
Oregon
$5.1M – – –
WIP
69
Wellesley Investment Partners
Massachusetts
$4.96M +$196K +7,684 +4%
William Blair & Company
70
William Blair & Company
Illinois
$4.87M +$2.16M +84,489 +80%
JIR
71
James Investment Research
Ohio
$4.82M -$243K -9,528 -5%
CB
72
Commerce Bank
Missouri
$4.6M +$83.7K +3,278 +2%
BJ
73
BlackRock Japan
Japan
$4.54M +$337K +13,215 +8%
OC
74
Oppenheimer & Co
New York
$4.53M +$1.61M +62,977 +55%
MA
75
MUFG Americas
New York
$4.43M +$4.13M +161,994 +1,391%
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