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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$164M
2
ZB
2
Zions Bancorporation
Utah
$15.2M
3
IVA
3
International Value Advisers
$197M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
PCA
5
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
RP
4
Reinhart Partners
Wisconsin
$0
5
QAM
5
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
126
Confluence Investment Management
Missouri
$1.06M +$38.9K +1,715 +4%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$1.04M +$228K +10,077 +28%
NCM
128
Narwhal Capital Management
Georgia
$1.03M +$228K +10,057 +29%
BA
129
Boston Advisors
Massachusetts
$988K -$48.6K -2,143 -5%
SCI
130
S&CO Inc
Massachusetts
$966K +$2.84K +125 +0.3%
CWA
131
Constellation Wealth Advisors
New York
$964K – – –
HighTower Advisors
132
HighTower Advisors
Illinois
$952K -$413K -17,801 -30%
KL
133
KWMG LLC
Kansas
$919K – – –
BOTW
134
Bank of the West
California
$895K -$9.07K -400 -1%
SPC
135
Sigma Planning Corp
Michigan
$864K -$9.73K -429 -1%
BRM
136
Boston Research & Management
Massachusetts
$863K – – –
CWA
137
Cypress Wealth Advisors
California
$837K +$837K +36,913 New
NG
138
NatWest Group
United Kingdom
$831K -$116K -5,130 -12%
GP
139
Gresham Partners
Illinois
$799K – – –
PPA
140
Parametric Portfolio Associates
Washington
$771K – – –
SBH
141
Segall Bryant & Hamill
Illinois
$768K -$155K -6,816 -17%
UCFA
142
United Capital Financial Advisors
Texas
$758K +$345K +15,207 +83%
AI
143
Atria Investments
North Carolina
$756K +$1.84K +81 +0.2%
KIA
144
KCM Investment Advisors
California
$752K -$929 -41 -0.1%
CA
145
Cambridge Associates
Massachusetts
$730K – – –
WFG
146
Windsor Financial Group
Minnesota
$669K +$669K +29,500 New
SMC
147
Smith, Moore & Co
Missouri
$659K +$112K +4,922 +20%
OPTFSNA
148
Old Point Trust & Financial Services N A
Virginia
$657K -$8.5K -375 -1%
EWM
149
Evercore Wealth Management
New York
$651K -$96.8K -4,271 -13%
ALA
150
Atherton Lane Advisers
California
$644K -$10.3K -455 -2%
4 5
6
7 8