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iShares Gold Trust
IAU

Overview Fund Activity

461 hedge funds and large institutions have $3.4B invested in iShares Gold Trust in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 122 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+26
Holders Change %
+5.98%
% of All Funds
11.54%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.63%
New
75
Increased
122
Reduced
160
Closed
42
Calls
$1.01M
Puts
$488K
Net Calls
+$521K
Net Calls Change
-$24.6M

Top Buyers

1
BG
1
BlackRock Group
United Kingdom
$411M
2
CSIA
2
Charles Schwab Investment Advisory
California
$416M
3
Cohen & Steers
3
Cohen & Steers
New York
$38M
4
PSUF
4
People's United Financial
Connecticut
$20.8M
5
SEI Investments
5
SEI Investments
Pennsylvania
$31.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.82M
2
WIM
2
Windhaven Investment Management
Massachusetts
$473M
3
Bank of America
3
Bank of America
North Carolina
$221M
4
BIT
4
BlackRock Institutional Trust
California
$0
5
BL
5
Balentine LLC
Georgia
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
51
M Holdings Securities
Oregon
$7.1M +$480K +4,960 +7%
VCM
52
Verger Capital Management
North Carolina
$7.01M +$1.71M +77,150 +32%
Stifel Financial
53
Stifel Financial
Missouri
$7M -$697K -31,483 -9%
NA
54
Nottingham Advisors
New York
$7M +$7M +315,899 New
ACM
55
Aviance Capital Management
Florida
$6.94M -$1.54M -69,460 -18%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$6.69M -$1.87M -84,216 -22%
LWA
57
Lowe Wealth Advisors
Maryland
$6.51M +$1.99M +89,890 +44%
HPWM
58
Highland Private Wealth Management
Washington
$6.49M +$624K +28,150 +11%
HFM
59
Harvest Fund Management
China
$6.49M +$6.49M +292,707 New
Comerica Bank
60
Comerica Bank
Texas
$6.4M +$5.44M +235,428 +568%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$6.21M +$1.07M +48,072 +21%
BL
62
BCWM LLC
Kansas
$6.18M -$773K -34,874 -11%
BC
63
Brinker Capital
Pennsylvania
$6.11M -$6.15M -277,429 -50%
TFCP
64
Twin Focus Capital Partners
Massachusetts
$5.98M +$583K +26,320 +11%
BFM
65
Boston Financial Management
Massachusetts
$5.69M -$34.8K -1,570 -0.6%
Creative Planning
66
Creative Planning
Kansas
$5.67M -$648K -29,265 -10%
MFS
67
MSI Financial Services
Massachusetts
$5.59M +$2.26M +102,065 +68%
MA
68
MUFG Americas
New York
$5.29M -$858K -38,734 -14%
BOS
69
Bingham Osborn & Scarborough
California
$5.18M -$52K -2,345 -1%
IA
70
IFP Advisors
Florida
$5.13M -$1.33M -60,057 -21%
MP
71
Manifold Partners
California
$4.98M +$4.37M +197,376 +717%
RWA
72
RGT Wealth Advisors
Texas
$4.96M +$98.4K +4,442 +2%
MIS
73
Morningstar Investment Services
Illinois
$4.92M +$381K +17,185 +8%
AA
74
Advisory Alpha
Michigan
$4.91M +$4.91M +207,986 New
AA
75
Ancora Advisors
Ohio
$4.7M +$1.46M +65,739 +45%
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3
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