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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 %
BA
151
Boston Advisors
Massachusetts
$633K -$113K -5,541 -15%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$617K -$605K -29,568 -50%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$616K +$44.6K +2,180 +8%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$615K -$299K -14,600 -33%
NEAM
155
New England Asset Management
Connecticut
$604K +$604K +29,500 New
GAM
156
Gould Asset Management
California
$596K -$398K -19,472 -40%
NPC
157
National Planning Corporation
California
$596K +$54.2K +2,390 +10%
IA
158
IFP Advisors
Florida
$584K +$584K +28,531 New
OPTFSNA
159
Old Point Trust & Financial Services N A
Virginia
$580K -$3.07K -150 -0.5%
SC
160
Stratford Consulting
Texas
$570K – – –
EWM
161
Evercore Wealth Management
New York
$568K +$10.6K +516 +2%
CCT
162
Country Club Trust
Missouri
$554K +$554K +27,099 New
SCA
163
STALEY CAPITAL ADVISERS
Pennsylvania
$551K – – –
SC
164
Scotia Capital
Ontario, Canada
$547K – – –
CFG
165
Citizens Financial Group
Rhode Island
$537K +$537K +26,244 New
CIBC World Market
166
CIBC World Market
Ontario, Canada
$530K +$158K +7,700 +42%
CMO
167
Covenant Multifamily Offices
Texas
$505K -$431K -21,056 -46%
PHIMC
168
Private Harbour Investment Management & Counsel
Ohio
$487K -$5.11K -250 -1%
ALA
169
Atherton Lane Advisers
California
$482K -$98.7K -4,830 -17%
WA
170
WFG Advisors
Texas
$481K -$11.1K -545 -2%
TMAM
171
Tokio Marine Asset Management
Japan
$481K – – –
SBH
172
Segall Bryant & Hamill
Illinois
$479K -$198K -9,698 -29%
ST
173
Spinnaker Trust
Maine
$460K – – –
AAM
174
American Asset Management
Florida
$453K – – –
CL
175
Choreo LLC
Illinois
$440K +$28.8K +1,406 +7%
5 6
7
8 9