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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$3.34M -$98.5M -3,879,745 -97%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$3.28M -$125K -4,916 -4%
UAS
103
United Asset Strategies
New York
$3.27M -$5.36K -211 -0.2%
MWM
104
MinichMacGregor Wealth Management
New York
$3.22M +$608K +23,963 +23%
WAM
105
Wallington Asset Management
Indiana
$3.21M +$162K +6,395 +5%
SBH
106
Segall Bryant & Hamill
Illinois
$3.15M +$425K +16,725 +16%
EAM
107
Evanson Asset Management
California
$3.14M +$38.4K +1,513 +1%
CCMG
108
Clark Capital Management Group
Pennsylvania
$3.14M +$3.14M +123,525 New
CA
109
Cetera Advisors
Colorado
$3.13M +$12K +475 +0.4%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$3.12M +$7.06K +278 +0.2%
BF
111
BOK Financial
Oklahoma
$3.12M -$87.8K -3,458 -3%
VFA
112
Voya Financial Advisors
Connecticut
$3.08M +$77.9K +3,059 +3%
OC
113
Oppenheimer & Co
New York
$2.89M -$1.61M -63,458 -36%
CG
114
Caprock Group
Idaho
$2.86M -$378K -14,895 -12%
CAN
115
Cetera Advisor Networks
California
$2.86M +$977K +38,499 +52%
QIM
116
Quantitative Investment Management
Virginia
$2.82M -$7.54M -297,100 -73%
UCFA
117
United Capital Financial Advisors
Texas
$2.73M +$1.14M +44,965 +72%
FA
118
FDx Advisors
Illinois
$2.64M +$8.96K +353 +0.3%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$2.48M -$85K -3,350 -3%
RG
120
Rikoon Group
New Mexico
$2.45M +$2.45M +96,723 New
EDRH
121
Edmond de Rothschild Holding
Switzerland
$2.25M -$140K -5,500 -6%
EDRS
122
Edmond de Rothschild (Suisse)
Switzerland
$2.21M -$121K -4,750 -5%
AFP
123
Ausdal Financial Partners
Iowa
$2.19M +$87.5K +3,449 +4%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$2.17M +$2.17M +85,666 New
US Bancorp
125
US Bancorp
Minnesota
$2.13M +$367K +14,476 +21%
3 4
5
6 7