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iShares Gold Trust
IAU

Overview Fund Activity

364 hedge funds and large institutions have $2.99B invested in iShares Gold Trust in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
9.82%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
25
Increased
101
Reduced
127
Closed
34
Calls
$18.5M
Puts
$1.35M
Net Calls
+$17.2M
Net Calls Change
-$344K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$164M
2
ZB
Zions Bancorporation
Utah
$15.2M
3
IVA
International Value Advisers
$197M
4
Bank of America
Bank of America
North Carolina
$177M
5
PCA
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
Brinker Capital
Pennsylvania
$0
2
HNB
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$257K
4
RP
Reinhart Partners
Wisconsin
$0
5
QAM
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
176
National Planning Corporation
California
$480K -$18.3K -855 -4%
OC
177
Oppenheimer & Co
New York
$471K +$32.5K +1,433 +7%
WA
178
WealthTrust-Arizona
Arizona
$466K -$6.71K -296 -1%
JWBC
179
J.W. Burns & Co
New York
$462K -$20.4K -898 -4%
AllianceBernstein
180
AllianceBernstein
Tennessee
$456K +$436K +19,223 +2,145%
CT
181
Cambridge Trust
Massachusetts
$447K -$469K – –
CL
182
Choreo LLC
Illinois
$445K -$11.9K -525 -3%
Sumitomo Mitsui Trust Group
183
Sumitomo Mitsui Trust Group
Japan
$421K – – –
CFB
184
Cullen/Frost Bankers
Texas
$418K +$418K +18,420 New
NPF
185
Norris Perne & French
Michigan
$417K – – –
BFA
186
Bragg Financial Advisors
North Carolina
$406K -$3.18K -140 -0.8%
FWIA
187
Fort Washington Investment Advisors
Ohio
$403K – – –
HFS
188
HL Financial Services
Kentucky
$392K -$5.42K -239 -1%
ACP
189
Aviance Capital Partners
Florida
$381K – – –
RHJA
190
Rice Hall James & Associates
California
$375K – – –
Bessemer Group
191
Bessemer Group
New Jersey
$367K – – –
JIC
192
Johnson Investment Counsel
Ohio
$355K +$31.5K +1,390 +10%
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$355K -$338K -13,110 -49%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$346K – – –
JIP
195
Jaffetilchin Investment Partners
Florida
$340K – – –
TFO
196
Tarbox Family Office
California
$340K – – –
V
197
Veritable
Delaware
$330K -$460K -20,302 -58%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$319K +$83.7K +3,691 +36%
BWM
199
Braver Wealth Management
Massachusetts
$319K +$40.1K +1,770 +14%
MPI
200
Mairs & Power Inc
Minnesota
$311K +$311K +13,718 New
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