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iShares Gold Trust
IAU

Overview Fund Activity

377 hedge funds and large institutions have $2.91B invested in iShares Gold Trust in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
10.06%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
39
Increased
110
Reduced
128
Closed
33
Calls
$18.9M
Puts
$1.39M
Net Calls
+$17.5M
Net Calls Change
-$15.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$169M
2
LPL Financial
2
LPL Financial
California
$71M
3
IVA
3
International Value Advisers
$188M
4
AI
4
Accredited Investors
Minnesota
$34.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$34.4M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.96M
2
BA
2
BlackRock Advisors
Delaware
$279M
3
CWA
3
Convergent Wealth Advisors
Maryland
$3.54M
4
RBC
4
Ronald Blue & Co
Georgia
$221M
5
JT
5
Jump Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Evercore Wealth Management
New York
$757K +$757K +33,000 New
CA
152
Cambridge Associates
Massachusetts
$737K – – –
VF
153
Virtu Financial
New York
$727K +$475K +20,748 +189%
Citigroup
154
Citigroup
New York
$726K -$318K -13,899 -30%
MFS
155
MSI Financial Services
Massachusetts
$673K +$233K +10,185 +53%
OPTFSNA
156
Old Point Trust & Financial Services N A
Virginia
$672K -$10.3K -450 -2%
ALA
157
Atherton Lane Advisers
California
$661K +$99.8K +4,357 +18%
HB
158
Homrich & Berg
Georgia
$652K +$38.6K +1,685 +6%
VFA
159
Voya Financial Advisors
Connecticut
$644K +$644K +28,086 New
SC
160
Stratford Consulting
Texas
$638K – – –
MWAN
161
Mariner Wealth Advisors (NYC)
Kansas
$627K +$627K +27,395 New
SC
162
Scotia Capital
Ontario, Canada
$618K -$206K -9,090 -25%
SCA
163
STALEY CAPITAL ADVISERS
Pennsylvania
$617K – – –
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$616K +$616K +26,885 New
CWM
165
Cranbrook Wealth Management
Michigan
$598K – – –
RFS
166
Rockefeller Financial Services
New York
$582K – – –
SSB
167
Sandy Spring Bank
Maryland
$580K +$2.29K +100 +0.4%
PNC
168
Park National Corp
Ohio
$565K +$4.51K +197 +0.8%
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$557K -$155K -6,768 -22%
SMC
170
Smith, Moore & Co
Missouri
$553K +$22.8K +993 +4%
WA
171
WFG Advisors
Texas
$551K -$250K -10,940 -31%
PHIMC
172
Private Harbour Investment Management & Counsel
Ohio
$551K – – –
TAM
173
Tocqueville Asset Management
New York
$550K – – –
TMAM
174
Tokio Marine Asset Management
Japan
$538K +$286K +12,500 +114%
NPC
175
National Planning Corporation
California
$536K -$359K -15,592 -40%
5 6
7
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