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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 %
WAM
101
Wallington Asset Management
Indiana
$3.07M +$302K +11,840 +11%
VFA
102
Voya Financial Advisors
Connecticut
$2.99M +$1.19M +46,916 +66%
KeyBank National Association
103
KeyBank National Association
Ohio
$2.92M +$362K +14,197 +14%
PAG
104
Private Advisor Group
New Jersey
$2.77M +$1.06M +40,465 +63%
SBH
105
Segall Bryant & Hamill
Illinois
$2.74M -$19.1K -750 -0.7%
FA
106
FDx Advisors
Illinois
$2.65M +$995K +38,967 +60%
MWM
107
MinichMacGregor Wealth Management
New York
$2.63M +$22.5K +882 +0.9%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$2.57M -$234K -9,150 -8%
HSA
109
Hussman Strategic Advisors
Maryland
$2.55M +$2.42M +95,000 +1,900%
EDRH
110
Edmond de Rothschild Holding
Switzerland
$2.41M +$140K +5,500 +6%
EDRS
111
Edmond de Rothschild (Suisse)
Switzerland
$2.34M +$140K +5,500 +6%
Nomura Asset Management
112
Nomura Asset Management
Japan
$2.31M -$526K -20,600 -19%
WDL
113
Well Done LLC
Michigan
$2.21M +$58.5K +2,294 +3%
MWM
114
Modera Wealth Management
New Jersey
$2.18M -$369K -14,475 -14%
LS
115
Lattice Strategies
Pennsylvania
$2.14M +$81.8K +3,203 +4%
AFP
116
Ausdal Financial Partners
Iowa
$2.11M +$651K +25,524 +45%
MWM
117
Merriman Wealth Management
Washington
$2.11M +$8.98K +352 +0.4%
AAM
118
Augustine Asset Management
Florida
$1.99M +$765 +30 +0%
FAAS
119
First Allied Advisory Services
California
$1.99M +$451K +17,626 +29%
F
120
Filament
Washington
$1.96M -$37.6K -1,474 -2%
AI
121
Atria Investments
North Carolina
$1.91M +$9.72K +373 +0.5%
CAN
122
Cetera Advisor Networks
California
$1.89M +$118K +4,612 +7%
HCM
123
Howland Capital Management
Massachusetts
$1.87M +$842 +33 +0%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$1.85M +$664K +26,018 +56%
SPC
125
Sigma Planning Corp
Michigan
$1.85M +$794K +31,132 +75%
3 4
5
6 7