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iShares Gold Trust
IAU

Overview Fund Activity

398 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.62%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M

Top Buyers

1
BlackRock
BlackRock
New York
$478M
2
Bank of America
Bank of America
North Carolina
$334M
3
LPL Financial
LPL Financial
California
$144M
4
BG
BlackRock Group
United Kingdom
$160M
5
Wells Fargo
Wells Fargo
California
$101M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$47.5M
3
WIM
Windhaven Investment Management
Massachusetts
$451M
4
RBC
Ronald Blue & Co
Georgia
$130M
5
HNB
Huntington National Bank
Ohio
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$1.03M -$129K -5,420 -11%
RFC
152
Regions Financial Corp
Alabama
$1.01M +$11.8K +495 +1%
SPC
153
Sigma Planning Corp
Michigan
$980K +$177K +7,449 +22%
HSA
154
HBK Sorce Advisory
Pennsylvania
$963K +$963K +40,516 New
AAM
155
Aureus Asset Management
Massachusetts
$946K – – –
KL
156
KWMG LLC
Kansas
$937K – – –
NPC
157
National Planning Corporation
California
$909K +$255K +10,243 +39%
WFG
158
Windsor Financial Group
Minnesota
$881K +$398K +16,750 +82%
CWA
159
Cypress Wealth Advisors
California
$877K – – –
PFS
160
Prospera Financial Services
Texas
$873K +$873K +36,730 New
RFS
161
Rockefeller Financial Services
New York
$865K – – –
BRM
162
Boston Research & Management
Massachusetts
$856K -$12.1K -510 -1%
SCI
163
S&CO Inc
Massachusetts
$852K +$6.65K +280 +0.8%
Sumitomo Mitsui Trust Group
164
Sumitomo Mitsui Trust Group
Japan
$851K -$276K -11,600 -24%
SMC
165
Smith, Moore & Co
Missouri
$845K +$8.96K +377 +1%
WF
166
Welch & Forbes
Massachusetts
$828K -$29.7K -1,250 -3%
IA
167
IFP Advisors
Florida
$817K +$116K +4,702 +16%
PS
168
Portfolio Solutions
Michigan
$788K +$788K +33,172 New
ACM
169
Avalon Capital Management
California
$771K -$11.9K -500 -2%
CA
170
Cambridge Associates
Massachusetts
$765K – – –
GI
171
Glovista Investments
New Jersey
$756K – – –
Neuberger Berman Group
172
Neuberger Berman Group
New York
$753K +$37.3K +1,570 +5%
Bessemer Group
173
Bessemer Group
New Jersey
$738K +$356K +15,002 +93%
GAM
174
Gould Asset Management
California
$707K +$14.3K +602 +2%
NEAM
175
New England Asset Management
Connecticut
$701K – – –
5 6
7
8 9