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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
ZB
2
Zions Bancorporation
Utah
$15.2M
3
IVA
3
International Value Advisers
$197M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
PCA
5
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
RP
4
Reinhart Partners
Wisconsin
$0
5
QAM
5
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
76
United Asset Strategies
New York
$2.52M -$46.3K -2,040 -2%
MIS
77
Morningstar Investment Services
Illinois
$2.41M +$421K +18,559 +21%
EAM
78
Evanson Asset Management
California
$2.37M +$53.3K +2,352 +2%
KeyBank National Association
79
KeyBank National Association
Ohio
$2.34M +$254K +11,190 +12%
PAG
80
Private Advisor Group
New Jersey
$2.31M +$258K +11,376 +13%
Mariner
81
Mariner
Kansas
$2.23M +$587K +25,874 +36%
CWA
82
Convergent Wealth Advisors
Maryland
$2.23M -$1.27M -56,209 -36%
Stifel Financial
83
Stifel Financial
Missouri
$2.2M -$5.29M -233,760 -71%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.2M +$2.2M +97,166 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$2.2M – – –
SAM
86
SignalPoint Asset Management
Missouri
$2.1M – – –
AIM
87
Allen Investment Management
New York
$2.08M – – –
EDRH
88
Edmond de Rothschild Holding
Switzerland
$1.99M +$1.99M +87,775 New
EDRS
89
Edmond de Rothschild (Suisse)
Switzerland
$1.97M +$1.97M +87,025 New
MP
90
Manifold Partners
California
$1.9M +$330K +14,531 +21%
M&T Bank
91
M&T Bank
New York
$1.89M +$97.5K +4,301 +5%
EC
92
Estate Counselors
Wisconsin
$1.86M -$1.13K -50 -0.1%
BlackRock
93
BlackRock
New York
$1.86M -$79.3K -3,496 -4%
BJ
94
BlackRock Japan
Japan
$1.82M +$417K +18,400 +30%
BCA
95
Bray Capital Advisors
Florida
$1.8M +$59K +2,600 +3%
LS
96
Lattice Strategies
Pennsylvania
$1.78M -$151K -6,639 -8%
AA
97
Alesco Advisors
New York
$1.77M – – –
WF
98
Welch & Forbes
Massachusetts
$1.76M +$165K +7,280 +10%
HCM
99
Howland Capital Management
Massachusetts
$1.68M +$13.7K +605 +0.8%
US Bancorp
100
US Bancorp
Minnesota
$1.68M -$278K -12,239 -14%
2 3
4
5 6