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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 %
PS
176
Portfolio Solutions
Michigan
$851K +$4.85K +190 +0.6%
Neuberger Berman Group
177
Neuberger Berman Group
New York
$845K +$35.9K +1,407 +4%
CA
178
Cambridge Associates
Massachusetts
$822K – – –
FPFS
179
First Personal Financial Services
North Carolina
$819K +$422K +16,536 +106%
EWM
180
Evercore Wealth Management
New York
$803K +$108K +4,216 +15%
WFG
181
Windsor Financial Group
Minnesota
$801K -$146K -5,700 -15%
Bessemer Group
182
Bessemer Group
New Jersey
$791K -$2.02K -79 -0.3%
SFFS
183
Stonehage Fleming Financial Services
Jersey
$778K +$752K +29,610 +2,875%
GC
184
Grimes & Company
Massachusetts
$765K +$765K +29,961 New
NEAM
185
New England Asset Management
Connecticut
$753K – – –
BA
186
Boston Advisors
Massachusetts
$739K -$3.14K -123 -0.4%
Creative Planning
187
Creative Planning
Kansas
$734K +$4.34K +170 +0.6%
TFA
188
Transamerica Financial Advisors
Florida
$727K +$136K +5,328 +23%
CCT
189
Country Club Trust
Missouri
$716K +$24.8K +972 +4%
EVM
190
Eaton Vance Management
Massachusetts
$713K -$14.4K -563 -2%
SC
191
Stratford Consulting
Texas
$711K – – –
PAMU
192
Pictet Asset Management (UK)
United Kingdom
$704K +$704K +30,117 New
OPTFSNA
193
Old Point Trust & Financial Services N A
Virginia
$701K -$21.7K -850 -3%
SPL
194
Smart Portfolios LLC
Washington
$697K -$5.18M -203,039 -88%
EAMA
195
EFG Asset Management (Americas)
Florida
$697K +$697K +27,296 New
RC
196
Roundview Capital
New Jersey
$671K +$409K +16,043 +157%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$668K +$528K +20,700 +376%
HB
198
Homrich & Berg
Georgia
$663K – – –
CMO
199
Covenant Multifamily Offices
Texas
$661K -$2.48K -97 -0.4%
NPC
200
National Planning Corporation
California
$656K -$305K -11,607 -32%
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