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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 %
CNB
151
City National Bank
California
$612K +$45.6K +2,116 +8%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$603K +$43.5K +2,015 +8%
SC
153
Stratford Consulting
Texas
$600K – – –
EWM
154
Evercore Wealth Management
New York
$587K -$31.9K -1,479 -5%
SCA
155
STALEY CAPITAL ADVISERS
Pennsylvania
$581K – – –
WFG
156
Windsor Financial Group
Minnesota
$580K -$56.1K -2,600 -9%
HB
157
Homrich & Berg
Georgia
$578K – – –
CWM
158
Cranbrook Wealth Management
Michigan
$563K – – –
SIC
159
Schwartz Investment Counsel
Michigan
$561K -$3.24M -150,000 -85%
SC
160
Scotia Capital
Ontario, Canada
$558K -$20.7K -969 -4%
Sumitomo Mitsui Trust Group
161
Sumitomo Mitsui Trust Group
Japan
$537K +$137K +6,355 +34%
MFS
162
MSI Financial Services
Massachusetts
$526K -$2.11K -98 -0.4%
PHIMC
163
Private Harbour Investment Management & Counsel
Ohio
$519K – – –
WA
164
WFG Advisors
Texas
$519K – – –
TAM
165
Tocqueville Asset Management
New York
$518K – – –
NPC
166
National Planning Corporation
California
$511K +$32.4K +1,517 +7%
TMAM
167
Tokio Marine Asset Management
Japan
$507K – – –
SSB
168
Sandy Spring Bank
Maryland
$493K -$32.5K -1,510 -6%
ST
169
Spinnaker Trust
Maine
$485K – – –
AAM
170
American Asset Management
Florida
$453K +$453K +20,075 New
DIA
171
Denver Investment Advisors
Colorado
$449K -$75.1K -3,485 -14%
BC
172
Brinker Capital
Pennsylvania
$447K +$447K +20,710 New
AllianceBernstein
173
AllianceBernstein
Tennessee
$435K +$928 +43 +0.2%
CL
174
Choreo LLC
Illinois
$433K +$9.91K +460 +2%
JWBC
175
J.W. Burns & Co
New York
$402K -$37.2K -1,725 -8%
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