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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 %
FAAS
126
First Allied Advisory Services
California
$2.13M +$157K +6,170 +8%
MWM
127
Modera Wealth Management
New Jersey
$2.11M -$59.8K -2,357 -3%
MWM
128
Merriman Wealth Management
Washington
$2.1M -$5.53K -218 -0.3%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$1.99M +$151K +5,930 +8%
AAM
130
Augustine Asset Management
Florida
$1.97M -$2.33K -92 -0.1%
LS
131
Lattice Strategies
Pennsylvania
$1.96M -$169K -6,650 -8%
CHAM
132
Clear Harbor Asset Management
Connecticut
$1.95M +$396K +15,617 +25%
F
133
Filament
Washington
$1.94M – – –
Nomura Asset Management
134
Nomura Asset Management
Japan
$1.9M -$400K -15,750 -17%
SPC
135
Sigma Planning Corp
Michigan
$1.85M +$14K +550 +0.8%
AA
136
Alesco Advisors
New York
$1.77M -$28.2K -1,112 -2%
M&T Bank
137
M&T Bank
New York
$1.75M -$41.8K -1,648 -2%
MHS
138
M Holdings Securities
Oregon
$1.73M +$9.75K +384 +0.6%
MYLI
139
Meiji Yasuda Life Insurance
Japan
$1.73M +$1.73M +68,200 New
CGT
140
Capital Guardian Trust
California
$1.73M +$1.73M +68,000 New
SRSA
141
S.R. Schill & Associates
Washington
$1.72M -$2.04M -80,363 -54%
BEC
142
Blue Edge Capital
Virginia
$1.7M -$2.97K -117 -0.2%
FPFS
143
First Personal Financial Services
North Carolina
$1.69M +$879K +34,646 +108%
HCM
144
Howland Capital Management
Massachusetts
$1.69M -$166K -6,533 -9%
TWM
145
Torch Wealth Management
Ohio
$1.66M -$3.81K -150 -0.2%
SI
146
SII Investments
Wisconsin
$1.64M +$61.9K +2,419 +4%
MAS
147
Madden Advisory Services
Florida
$1.61M +$57.9K +2,282 +4%
VCM
148
Versant Capital Management
Arizona
$1.6M +$25.5K +1,006 +2%
PCTC
149
Perkins Coie Trust Company
Washington
$1.56M +$350K +13,801 +29%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1.55M -$2.81M -110,652 -64%
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