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iShares Gold Trust
IAU

Overview Fund Activity

418 hedge funds and large institutions have $4.75B invested in iShares Gold Trust in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
11.17%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
56
Increased
157
Reduced
96
Closed
32
Calls
$24.6M
Puts
$2.06M
Net Calls
+$22.6M
Net Calls Change
+$19.8M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
2
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
3
UBS Group
Switzerland
$102M
4
Morgan Stanley
4
Morgan Stanley
New York
$157M
5
PPA
5
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
RBC
2
Ronald Blue & Co
Georgia
$108M
3
RIG
3
Roosevelt Investment Group
New York
$218K
4
BC
4
Brinker Capital
Pennsylvania
$19.9M
5
HNB
5
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
151
Perkins Coie Trust Company
Washington
$1.22M – – –
AII
152
AGF Investments Inc
Ontario, Canada
$1.21M +$9.57K +375 +0.8%
WC
153
Wynnefield Capital
New York
$1.19M – – –
GI
154
Glovista Investments
New Jersey
$1.14M +$330K +12,913 +41%
PFS
155
Prospera Financial Services
Texas
$1.14M +$202K +7,925 +22%
KA
156
Kovack Advisors
Florida
$1.09M -$39K -1,529 -3%
RFS
157
Rockefeller Financial Services
New York
$1.08M +$156K +6,102 +17%
WA
158
WealthTrust-Arizona
Arizona
$1.08M +$670K +26,253 +162%
SC
159
Scotia Capital
Ontario, Canada
$1.08M +$426K +16,656 +65%
UB
160
UMB Bank
Missouri
$1.05M -$1.9M -74,447 -64%
HSA
161
HBK Sorce Advisory
Pennsylvania
$1.05M +$12.4K +485 +1%
Comerica Bank
162
Comerica Bank
Texas
$1.05M -$71.3K -2,758 -6%
AAM
163
Aureus Asset Management
Massachusetts
$1.02M – – –
CIBC World Market
164
CIBC World Market
Ontario, Canada
$1.01M +$391K +15,304 +63%
KL
165
KWMG LLC
Kansas
$994K -$11.8K -462 -1%
DWM
166
Destination Wealth Management
California
$992K +$992K +38,878 New
Sumitomo Mitsui Trust Group
167
Sumitomo Mitsui Trust Group
Japan
$989K +$75.3K +2,950 +8%
RFC
168
Regions Financial Corp
Alabama
$954K -$136K -5,334 -12%
CWA
169
Cypress Wealth Advisors
California
$942K – – –
FTS
170
Fifth Third Securities
Ohio
$935K +$774K +30,336 +480%
SCI
171
S&CO Inc
Massachusetts
$929K +$14.4K +563 +2%
WF
172
Welch & Forbes
Massachusetts
$925K +$36.5K +1,433 +4%
SMC
173
Smith, Moore & Co
Missouri
$920K +$12.6K +495 +1%
BRM
174
Boston Research & Management
Massachusetts
$916K -$3.19K -125 -0.3%
HighTower Advisors
175
HighTower Advisors
Illinois
$888K +$169K +6,623 +23%
5 6
7
8 9