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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 %
TYCC
126
Texas Yale Capital Corp
Florida
$952K -$234K -10,850 -20%
SI
127
SII Investments
Wisconsin
$951K -$280K -13,069 -23%
SCI
128
S&CO Inc
Massachusetts
$918K – – –
CWA
129
Constellation Wealth Advisors
New York
$916K – – –
HighTower Advisors
130
HighTower Advisors
Illinois
$873K -$9.43K -439 -1%
KL
131
KWMG LLC
Kansas
$856K -$18K -836 -2%
Millennium Management
132
Millennium Management
New York
$853K +$853K +39,580 New
SPC
133
Sigma Planning Corp
Michigan
$849K +$27.1K +1,257 +3%
FPCP
134
Fort Point Capital Partners
California
$835K -$519K -24,062 -38%
CHAM
135
Clear Harbor Asset Management
Connecticut
$829K +$345K +16,013 +71%
CWA
136
Cypress Wealth Advisors
California
$796K – – –
BRM
137
Boston Research & Management
Massachusetts
$794K -$26.3K -1,220 -3%
NG
138
NatWest Group
United Kingdom
$790K – – –
BA
139
Boston Advisors
Massachusetts
$786K -$153K -7,090 -16%
FTUS
140
Flow Traders U.S.
New York
$752K +$752K +34,866 New
SMC
141
Smith, Moore & Co
Missouri
$731K +$105K +4,871 +17%
BOTW
142
Bank of the West
California
$727K -$124K -5,750 -15%
SBH
143
Segall Bryant & Hamill
Illinois
$714K -$16.2K -750 -2%
RFS
144
Rockefeller Financial Services
New York
$701K +$163K +7,547 +30%
CA
145
Cambridge Associates
Massachusetts
$694K – – –
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$658K +$414K +19,206 +170%
FIM
147
Freedom Investment Management
Connecticut
$617K -$14.4M -62,224 -96%
OPTFSNA
148
Old Point Trust & Financial Services N A
Virginia
$614K -$10.8K -500 -2%
ALA
149
Atherton Lane Advisers
California
$613K – – –
WF
150
Welch & Forbes
Massachusetts
$612K -$1.07M -49,387 -64%
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