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iShares Gold Trust
IAU

Overview Fund Activity

374 hedge funds and large institutions have $2.47B invested in iShares Gold Trust in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
9.82%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.45%
New
54
Increased
80
Reduced
147
Closed
38
Calls
$11.5M
Puts
$701K
Net Calls
+$10.8M
Net Calls Change
-$6.14M

Top Buyers

1
MCM
1
Moon Capital Management
New York
$32.9M
2
BC
2
Brinker Capital
Pennsylvania
$11.8M
3
ZF
3
Zhang Financial
Michigan
$7.78M
4
LPL Financial
4
LPL Financial
California
$24.6M
5
TFCP
5
Twin Focus Capital Partners
Massachusetts
$5.02M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$424M
2
IC
2
Iconiq Capital
California
$18.6M
3
RBC
3
Ronald Blue & Co
Georgia
$121M
4
ZB
4
Zions Bancorporation
Utah
$29K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
126
Sumitomo Mitsui Trust Group
Japan
$970K +$460K +22,500 +90%
WC
127
Wynnefield Capital
New York
$951K +$951K +46,500 New
CAN
128
Cetera Advisor Networks
California
$944K -$1.54M -75,400 -62%
AII
129
AGF Investments Inc
Ontario, Canada
$924K +$21.7K +1,059 +2%
VKH
130
Virtu KCG Holdings
New York
$893K -$1.26M -61,667 -59%
KA
131
Kovack Advisors
Florida
$887K +$887K +43,372 New
RFC
132
Regions Financial Corp
Alabama
$863K -$86.7K -4,242 -9%
UB
133
UMB Bank
Missouri
$831K +$831K +40,620 New
AAM
134
Aureus Asset Management
Massachusetts
$814K +$814K +39,800 New
KL
135
KWMG LLC
Kansas
$806K -$5.56K -272 -0.7%
CHAM
136
Clear Harbor Asset Management
Connecticut
$774K -$13.4K -657 -2%
CWA
137
Cypress Wealth Advisors
California
$755K – – –
BRM
138
Boston Research & Management
Massachusetts
$747K -$6.13K -300 -0.8%
RFS
139
Rockefeller Financial Services
New York
$744K +$78.9K +3,857 +12%
WF
140
Welch & Forbes
Massachusetts
$738K +$158K +7,725 +27%
SCI
141
S&CO Inc
Massachusetts
$728K -$143K -7,000 -16%
SMC
142
Smith, Moore & Co
Missouri
$720K +$26K +1,270 +4%
CCMG
143
Clark Capital Management Group
Pennsylvania
$705K -$638K -31,200 -48%
SPC
144
Sigma Planning Corp
Michigan
$692K -$114K -5,560 -14%
SI
145
SII Investments
Wisconsin
$687K -$228K -11,064 -25%
ACM
146
Avalon Capital Management
California
$674K +$674K +32,946 New
CA
147
Cambridge Associates
Massachusetts
$659K – – –
GP
148
Gresham Partners
Illinois
$659K +$659K +3,249 New
GI
149
Glovista Investments
New Jersey
$651K -$748K -36,565 -53%
HighTower Advisors
150
HighTower Advisors
Illinois
$640K -$188K -9,215 -23%
4 5
6
7 8