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iShares Gold Trust
IAU

Overview Fund Activity

361 hedge funds and large institutions have $2.61B invested in iShares Gold Trust in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.64%
New
27
Increased
86
Reduced
141
Closed
28
Calls
$17.5M
Puts
$542K
Net Calls
+$16.9M
Net Calls Change
-$234K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$203M
2
Bank of America
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$7.44M
5
IVA
International Value Advisers
$193M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$152M
2
RBC
Ronald Blue & Co
Georgia
$163M
3
LPL Financial
LPL Financial
California
$19.6M
4
WIM
Windhaven Investment Management
Massachusetts
$495M
5
AI
Accredited Investors
Minnesota
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
76
United Asset Strategies
New York
$2.23M -$161K -7,456 -7%
KeyBank National Association
77
KeyBank National Association
Ohio
$2.22M -$7.8K -362 -0.4%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$2.13M -$715K -33,175 -25%
BJ
79
BlackRock Japan
Japan
$2.11M +$379K +17,580 +22%
Mariner
80
Mariner
Kansas
$2.1M -$15.8K -733 -0.7%
CG
81
Caprock Group
Idaho
$2.06M -$969K -44,938 -32%
SAM
82
SignalPoint Asset Management
Missouri
$2.03M +$52K +2,412 +3%
LS
83
Lattice Strategies
Pennsylvania
$2.02M +$332K +15,410 +20%
DA
84
DSC Advisors
Illinois
$1.99M +$1.99M +92,426 New
Ameriprise
85
Ameriprise
Minnesota
$1.88M +$652K +30,259 +53%
VCM
86
Verger Capital Management
North Carolina
$1.88M -$6.8M -315,561 -78%
EDRH
87
Edmond de Rothschild Holding
Switzerland
$1.87M -$18.9K -875 -1%
EDRS
88
Edmond de Rothschild (Suisse)
Switzerland
$1.86M -$18.9K -875 -1%
BlackRock
89
BlackRock
New York
$1.77M – – –
BCA
90
Bray Capital Advisors
Florida
$1.7M -$3.56K -165 -0.2%
CWA
91
Convergent Wealth Advisors
Maryland
$1.69M -$432K -20,014 -20%
AA
92
Alesco Advisors
New York
$1.68M – – –
Baird Financial Group
93
Baird Financial Group
Wisconsin
$1.67M -$426K -19,756 -20%
US Bancorp
94
US Bancorp
Minnesota
$1.61M +$12.6K +586 +0.8%
UCFA
95
United Capital Financial Advisors
Texas
$1.59M +$873K +40,518 +121%
M&T Bank
96
M&T Bank
New York
$1.57M -$219K -10,137 -12%
HCM
97
Howland Capital Management
Massachusetts
$1.56M -$38.9K -1,805 -2%
Nomura Asset Management
98
Nomura Asset Management
Japan
$1.48M -$38.8K -1,800 -3%
BL
99
BCWM LLC
Kansas
$1.47M -$951K -44,078 -39%
GI
100
Glovista Investments
New Jersey
$1.47M +$29.4K +1,365 +2%
2 3
4
5 6