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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 %
M&T Bank
126
M&T Bank
New York
$1.81M -$43.7K -1,711 -2%
AA
127
Alesco Advisors
New York
$1.8M -$158K -6,200 -8%
US Bancorp
128
US Bancorp
Minnesota
$1.78M +$299K +11,705 +20%
PC
129
Permanens Capital
New York
$1.76M +$188K +7,376 +12%
MHS
130
M Holdings Securities
Oregon
$1.73M +$23.1K +904 +1%
SAM
131
SignalPoint Asset Management
Missouri
$1.72M -$102K -4,004 -6%
BEC
132
Blue Edge Capital
Virginia
$1.72M +$88.6K +3,471 +5%
BAAM
133
Baker Avenue Asset Management
California
$1.7M -$694K -27,189 -29%
TWM
134
Torch Wealth Management
Ohio
$1.67M -$34.5K -1,350 -2%
JWS
135
Juncture Wealth Strategies
Arizona
$1.64M +$921K +36,091 +128%
UCFA
136
United Capital Financial Advisors
Texas
$1.63M +$1.19M +45,840 +273%
SI
137
SII Investments
Wisconsin
$1.58M +$34.9K +1,361 +2%
VCM
138
Versant Capital Management
Arizona
$1.58M +$157K +6,148 +11%
CHAM
139
Clear Harbor Asset Management
Connecticut
$1.57M +$8.3K +325 +0.5%
MAS
140
Madden Advisory Services
Florida
$1.56M -$50.6K -1,983 -3%
WTC
141
WhitTier Trust Company
Nevada
$1.51M -$127K -4,988 -8%
CTC
142
Central Trust Company
Missouri
$1.51M +$1.44M +56,258 +1,988%
BAC
143
Boys Arnold & Co
North Carolina
$1.46M +$1.46M +57,400 New
SI
144
Stephens Inc
Arkansas
$1.46M +$97.8K +3,830 +7%
M
145
MOTCO
Texas
$1.44M -$30.8K -1,207 -2%
CIM
146
Confluence Investment Management
Missouri
$1.38M -$7.3K -286 -0.5%
MP
147
Manifold Partners
California
$1.36M -$67.1K -2,630 -5%
Citigroup
148
Citigroup
New York
$1.35M +$13.4K +524 +1%
GAM
149
Gould Asset Management
California
$1.32M +$564K +22,085 +74%
PP
150
Palladium Partners
Virginia
$1.3M +$40.1K +1,572 +3%
4 5
6
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