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iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
BlackRock
2
BlackRock
New York
$599M
3
CSIA
3
Charles Schwab Investment Advisory
California
$390M
4
BL
4
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.34M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1B
3
BWP
3
BSW Wealth Partners
Colorado
$224K
4
RBC
4
Ronald Blue & Co
Georgia
$90M
5
JFA
5
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
76
Morningstar Investment Services
Illinois
$5.2M +$82.5K +3,249 +2%
LWA
77
Lowe Wealth Advisors
Maryland
$5.17M +$814K +32,089 +19%
ICM
78
Intrepid Capital Management
Florida
$5.13M +$5.13M +202,193 New
QIM
79
Quest Investment Management
Oregon
$5.07M – – –
NCM
80
Narwhal Capital Management
Georgia
$5.06M +$784K +30,900 +18%
WIP
81
Wellesley Investment Partners
Massachusetts
$4.88M -$47.9K -1,887 -1%
BWM
82
Braver Wealth Management
Massachusetts
$4.63M +$4.43M +174,563 +2,198%
BJ
83
BlackRock Japan
Japan
$4.48M -$31.6K -1,245 -0.7%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$4.43M +$170K +6,714 +4%
JIR
85
James Investment Research
Ohio
$4.39M -$400K -15,763 -8%
CB
86
Commerce Bank
Missouri
$4.39M -$180K -7,111 -4%
CTC
87
Central Trust Company
Missouri
$4.33M +$2.83M +111,680 +189%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$4.3M +$629K +24,786 +17%
SIC
89
Sigma Investment Counselors
Michigan
$3.93M -$39.2K -1,544 -1%
VHAM
90
Van Hulzen Asset Management
California
$3.89M +$698K +27,503 +22%
FTS
91
Fifth Third Securities
Ohio
$3.86M +$2.93M +115,530 +315%
KeyBank National Association
92
KeyBank National Association
Ohio
$3.86M +$955K +37,652 +33%
I
93
IberiaBank
Louisiana
$3.86M +$3.44M +135,640 +832%
MFS
94
MSI Financial Services
Massachusetts
$3.82M +$278K +10,940 +8%
SB
95
Suntrust Banks
Georgia
$3.79M -$352K -13,891 -8%
LPC
96
Loeb Partners Corp
New York
$3.73M – – –
AA
97
Ancora Advisors
Ohio
$3.71M +$516K +20,318 +16%
SAM
98
SignalPoint Asset Management
Missouri
$3.69M +$1.98M +77,991 +116%
FIM
99
Freedom Investment Management
Connecticut
$3.5M +$97.9K +3,855 +3%
VC
100
Vicus Capital
Pennsylvania
$3.4M +$3.18M +125,239 +1,417%
2 3
4
5 6