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iShares Gold Trust
IAU

Overview Fund Activity

418 hedge funds and large institutions have $4.75B invested in iShares Gold Trust in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
11.17%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
56
Increased
157
Reduced
96
Closed
32
Calls
$24.6M
Puts
$2.06M
Net Calls
+$22.6M
Net Calls Change
+$19.8M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
2
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
3
UBS Group
Switzerland
$102M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
PPA
5
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$108M
3
RIG
3
Roosevelt Investment Group
New York
$218K
4
BC
4
Brinker Capital
Pennsylvania
$19.9M
5
HNB
5
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
76
Verger Capital Management
North Carolina
$4.41M +$338K +13,250 +8%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$4.38M -$1.93M -75,573 -31%
LWA
78
Lowe Wealth Advisors
Maryland
$4.38M +$186K +7,288 +4%
NCM
79
Narwhal Capital Management
Georgia
$4.3M +$1.12M +44,055 +35%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$4.28M +$558K +21,848 +15%
SB
81
Suntrust Banks
Georgia
$4.17M +$82.9K +3,249 +2%
SIC
82
Sigma Investment Counselors
Michigan
$3.99M -$39.7K -1,555 -1%
BL
83
BCWM LLC
Kansas
$3.8M +$1.39M +54,642 +58%
SRSA
84
S.R. Schill & Associates
Washington
$3.78M +$3.78M +147,996 New
LPC
85
Loeb Partners Corp
New York
$3.75M – – –
NFG
86
Noven Financial Group
Colorado
$3.7M +$34.1K +1,337 +0.9%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$3.69M +$763K +29,916 +26%
MFS
88
MSI Financial Services
Massachusetts
$3.56M +$696K +27,267 +24%
IA
89
IFP Advisors
Florida
$3.49M +$2.64M +103,307 +311%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$3.43M +$655K +25,662 +24%
FIM
91
Freedom Investment Management
Connecticut
$3.42M +$652K +25,552 +24%
UAS
92
United Asset Strategies
New York
$3.29M -$8.01K -314 -0.2%
CG
93
Caprock Group
Idaho
$3.26M +$1.64M +64,250 +101%
BF
94
BOK Financial
Oklahoma
$3.22M +$24K +942 +0.8%
AA
95
Ancora Advisors
Ohio
$3.22M +$34.8K +1,362 +1%
VHAM
96
Van Hulzen Asset Management
California
$3.21M +$3.21M +125,783 New
CA
97
Cetera Advisors
Colorado
$3.14M +$318K +12,429 +11%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$3.13M +$281K +11,000 +10%
EAM
99
Evanson Asset Management
California
$3.12M +$907K +35,520 +41%
BWP
100
BSW Wealth Partners
Colorado
$3.08M +$1.66K +65 +0.1%
2 3
4
5 6