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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 %
TWM
101
Torch Wealth Management
Ohio
$1.45M +$4.31K +200 +0.3%
CCMG
102
Clark Capital Management Group
Pennsylvania
$1.42M +$1.42M +65,662 New
MHS
103
M Holdings Securities
Oregon
$1.34M -$6.3K -292 -0.5%
PPA
104
Parametric Portfolio Associates
Washington
$1.32M +$582K +27,003 +79%
ACM
105
Aviance Capital Management
Florida
$1.31M +$1.31M +60,530 New
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$770K +35,715 +149%
MAS
107
Madden Advisory Services
Florida
$1.26M +$122K +5,670 +11%
WTC
108
WhitTier Trust Company
Nevada
$1.25M -$56.1K -2,600 -4%
CIM
109
Confluence Investment Management
Missouri
$1.23M +$220K +10,209 +22%
CA
110
Cetera Advisors
Colorado
$1.17M +$72K +3,337 +7%
PP
111
Palladium Partners
Virginia
$1.1M +$18.3K +850 +2%
PAG
112
Private Advisor Group
New Jersey
$1.07M -$1.13M -52,282 -51%
GAM
113
Gould Asset Management
California
$1.05M -$334K -15,493 -24%
M
114
MOTCO
Texas
$1.04M +$20.8K +966 +2%
PCTC
115
Perkins Coie Trust Company
Washington
$1.03M – – –
NCM
116
Narwhal Capital Management
Georgia
$1.02M +$49.1K +2,275 +5%
LPC
117
Loeb Partners Corp
New York
$1.01M – – –
AI
118
Accredited Investors
Minnesota
$1.01M -$30.6M -1,419,631 -97%
RFC
119
Regions Financial Corp
Alabama
$1M -$49.4K -2,292 -5%
CMO
120
Covenant Multifamily Offices
Texas
$986K -$2.06M -95,388 -68%
Citadel Advisors
121
Citadel Advisors
Florida
$986K +$919K +42,593 +1,361%
CHA
122
Cedar Hill Associates
Illinois
$975K -$538K -24,975 -36%
Citigroup
123
Citigroup
New York
$974K +$453K +21,017 +87%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$963K -$22.4K -1,040 -2%
AII
125
AGF Investments Inc
Ontario, Canada
$956K -$526K -24,259 -36%
3 4
5
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