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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 %
BA
176
Boston Advisors
Massachusetts
$691K -$43.6K -1,835 -6%
Creative Planning
177
Creative Planning
Kansas
$679K +$414K +17,401 +156%
EVM
178
Eaton Vance Management
Massachusetts
$677K +$677K +28,507 New
OPTFSNA
179
Old Point Trust & Financial Services N A
Virginia
$673K – – –
HighTower Advisors
180
HighTower Advisors
Illinois
$672K -$74.7K -3,142 -10%
JWS
181
Juncture Wealth Strategies
Arizona
$671K +$671K +28,260 New
SC
182
Stratford Consulting
Texas
$662K – – –
EWM
183
Evercore Wealth Management
New York
$647K -$12.3K -516 -2%
CCT
184
Country Club Trust
Missouri
$644K – – –
CMO
185
Covenant Multifamily Offices
Texas
$618K +$31.4K +1,320 +5%
HB
186
Homrich & Berg
Georgia
$617K +$617K +25,969 New
SC
187
Scotia Capital
Ontario, Canada
$600K -$14.7K -625 -2%
WA
188
WFG Advisors
Texas
$590K +$31.5K +1,326 +6%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$579K -$36.5K -1,536 -6%
CCWA
190
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$570K -$147K -6,170 -20%
PHIMC
191
Private Harbour Investment Management & Counsel
Ohio
$566K – – –
TMAM
192
Tokio Marine Asset Management
Japan
$558K – – –
TFA
193
Transamerica Financial Advisors
Florida
$551K +$501K +21,055 +1,003%
BTS
194
BB&T Securities
Virginia
$525K +$286K +12,050 +119%
WAS
195
WESPAC Advisors SoCal
California
$520K +$520K +21,900 New
CL
196
Choreo LLC
Illinois
$496K -$15.2K -638 -3%
AllianceBernstein
197
AllianceBernstein
Tennessee
$495K +$20.3K +854 +4%
IIC
198
Integrated Investment Consultants
Michigan
$493K – – –
AAM
199
American Asset Management
Florida
$453K – – –
BFA
200
Bragg Financial Advisors
North Carolina
$439K +$6.54K +275 +2%
6 7
8
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