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iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
BlackRock
2
BlackRock
New York
$599M
3
CSIA
3
Charles Schwab Investment Advisory
California
$390M
4
BL
4
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.34M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1B
3
BWP
3
BSW Wealth Partners
Colorado
$224K
4
RBC
4
Ronald Blue & Co
Georgia
$90M
5
JFA
5
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
$9.04M +$9.04M +356,335 New
Stifel Financial
52
Stifel Financial
Missouri
$8.83M +$126K +4,963 +1%
Invesco
53
Invesco
Georgia
$8.6M +$5.53K +218 +0.1%
AG
54
Advisor Group
Arizona
$8.48M +$2.13M +83,886 +34%
BL
55
BCWM LLC
Kansas
$7.96M +$4.18M +164,547 +110%
TCT
56
TIAA CREF Trust
Missouri
$7.9M +$856K +33,744 +12%
FM
57
Foster & Motley
Ohio
$7.83M -$377K -14,851 -5%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$7.48M +$1.32M +52,022 +21%
SPIA
59
Strategic Point Investment Advisors
Rhode Island
$7.43M +$146K +5,755 +2%
IA
60
IFP Advisors
Florida
$7.4M +$3.94M +155,153 +114%
Creative Planning
61
Creative Planning
Kansas
$7.24M +$6.51M +256,497 +892%
MA
62
MUFG Americas
New York
$7.05M +$2.64M +103,954 +60%
NFG
63
Noven Financial Group
Colorado
$6.9M +$3.21M +126,033 +87%
HPWM
64
Highland Private Wealth Management
Washington
$6.71M +$6.71M +264,555 New
William Blair & Company
65
William Blair & Company
Illinois
$6.7M +$1.86M +73,265 +38%
HNB
66
Huntington National Bank
Ohio
$6.68M -$6.74M – –
BFM
67
Boston Financial Management
Massachusetts
$6.55M +$51.4K +2,025 +0.8%
TFCP
68
Twin Focus Capital Partners
Massachusetts
$6.18M -$45.4K -1,790 -0.7%
VCM
69
Verger Capital Management
North Carolina
$6.07M +$1.69M +66,500 +38%
BOS
70
Bingham Osborn & Scarborough
California
$5.99M +$73K +2,875 +1%
FT
71
Fiduciary Trust
Massachusetts
$5.98M -$203K -7,995 -3%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$5.89M +$738K +29,084 +14%
HighTower Advisors
73
HighTower Advisors
Illinois
$5.87M +$4.99M +197,135 +565%
RWA
74
RGT Wealth Advisors
Texas
$5.57M +$5.57M +219,416 New
USAA
75
United Services Automobile Association
Texas
$5.39M – – –
1 2
3
4 5