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iShares Gold Trust
IAU

Overview Fund Activity

377 hedge funds and large institutions have $2.91B invested in iShares Gold Trust in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
10.06%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
39
Increased
110
Reduced
128
Closed
33
Calls
$18.9M
Puts
$1.39M
Net Calls
+$17.5M
Net Calls Change
-$15.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$169M
2
LPL Financial
2
LPL Financial
California
$71M
3
IVA
3
International Value Advisers
$188M
4
AI
4
Accredited Investors
Minnesota
$34.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$34.4M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.96M
2
BA
2
BlackRock Advisors
Delaware
$279M
3
CWA
3
Convergent Wealth Advisors
Maryland
$3.54M
4
RBC
4
Ronald Blue & Co
Georgia
$221M
5
JT
5
Jump Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$2.73M +$200K +8,715 +8%
SCA
77
Samson Capital Advisors
New York
$2.7M +$2.7M +117,675 New
GWM
78
Gupta Wealth Management
California
$2.69M +$2.69M +117,634 New
FAAM
79
First Allied Asset Management
California
$2.66M -$3.04M -132,205 -53%
UAS
80
United Asset Strategies
New York
$2.59M -$217K -9,491 -8%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$2.55M -$344 -15 -0%
EAM
82
Evanson Asset Management
California
$2.34M -$73.6K -3,216 -3%
CMO
83
Covenant Multifamily Offices
Texas
$2.33M +$628K +27,414 +37%
B
84
Baird
Wisconsin
$2.3M -$222K -9,701 -9%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$2.22M -$11.4K -500 -0.5%
KeyBank National Association
86
KeyBank National Association
Ohio
$2.11M +$207K +9,021 +11%
AIM
87
Allen Investment Management
New York
$2.1M – – –
SAM
88
SignalPoint Asset Management
Missouri
$2.1M -$90.9K -3,968 -4%
PAG
89
Private Advisor Group
New Jersey
$2.07M +$683K +29,833 +49%
MIS
90
Morningstar Investment Services
Illinois
$2.01M +$931K +40,633 +86%
ACM
91
Avalon Capital Management
California
$2.01M +$1.11M +48,417 +124%
US Bancorp
92
US Bancorp
Minnesota
$1.97M -$114K -4,987 -5%
BlackRock
93
BlackRock
New York
$1.96M -$300K -13,111 -13%
LS
94
Lattice Strategies
Pennsylvania
$1.95M +$57.4K +2,505 +3%
EC
95
Estate Counselors
Wisconsin
$1.88M -$1.07M -46,700 -36%
M&T Bank
96
M&T Bank
New York
$1.81M -$6.14K -268 -0.3%
MHS
97
M Holdings Securities
Oregon
$1.79M +$374K +16,313 +26%
AA
98
Alesco Advisors
New York
$1.79M – – –
BCA
99
Bray Capital Advisors
Florida
$1.75M +$3.78K +165 +0.2%
HCM
100
Howland Capital Management
Massachusetts
$1.68M -$19.7K -860 -1%
2 3
4
5 6