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iShares Gold Trust
IAU

Overview Fund Activity

398 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.62%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M

Top Buyers

1
BlackRock
BlackRock
New York
$478M
2
Bank of America
Bank of America
North Carolina
$334M
3
LPL Financial
LPL Financial
California
$144M
4
BG
BlackRock Group
United Kingdom
$160M
5
Wells Fargo
Wells Fargo
California
$101M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$47.5M
3
WIM
Windhaven Investment Management
Massachusetts
$451M
4
RBC
Ronald Blue & Co
Georgia
$130M
5
HNB
Huntington National Bank
Ohio
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$2.38M +$131K +5,495 +6%
MWM
102
Modera Wealth Management
New Jersey
$2.37M -$238K -10,029 -9%
Mariner
103
Mariner
Kansas
$2.32M +$5.94K +250 +0.3%
BL
104
BCWM LLC
Kansas
$2.24M +$634K +26,700 +39%
BAAM
105
Baker Avenue Asset Management
California
$2.23M -$160K -6,755 -7%
EDRH
106
Edmond de Rothschild Holding
Switzerland
$2.11M – – –
EAM
107
Evanson Asset Management
California
$2.06M -$258K -10,848 -11%
EDRS
108
Edmond de Rothschild (Suisse)
Switzerland
$2.05M – – –
SMH
109
Sanders Morris Harris
Texas
$2.03M +$2.03M +85,248 New
WDL
110
Well Done LLC
Michigan
$2M +$2M +84,300 New
MWM
111
Merriman Wealth Management
Washington
$1.96M +$1.96M +82,426 New
AAM
112
Augustine Asset Management
Florida
$1.94M +$28.7K +1,150 +1%
LS
113
Lattice Strategies
Pennsylvania
$1.92M -$101K -4,270 -5%
F
114
Filament
Washington
$1.86M – – –
AA
115
Alesco Advisors
New York
$1.83M -$3.28K -138 -0.2%
HCM
116
Howland Capital Management
Massachusetts
$1.74M +$110K +4,647 +7%
AI
117
Atria Investments
North Carolina
$1.73M +$1.73M +72,969 New
M&T Bank
118
M&T Bank
New York
$1.72M -$155K -6,519 -8%
SAM
119
SignalPoint Asset Management
Missouri
$1.7M -$318K -13,372 -16%
VFA
120
Voya Financial Advisors
Connecticut
$1.68M +$1.48M +62,650 +760%
CAN
121
Cetera Advisor Networks
California
$1.65M +$553K +23,248 +50%
MHS
122
M Holdings Securities
Oregon
$1.59M +$121K +5,102 +8%
TWM
123
Torch Wealth Management
Ohio
$1.59M – – –
FA
124
FDx Advisors
Illinois
$1.54M +$1.54M +64,781 New
PAG
125
Private Advisor Group
New Jersey
$1.54M +$253K +10,638 +20%
3 4
5
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