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iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
BlackRock
2
BlackRock
New York
$599M
3
CSIA
3
Charles Schwab Investment Advisory
California
$390M
4
BL
4
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.34M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1B
3
BWP
3
BSW Wealth Partners
Colorado
$224K
4
RBC
4
Ronald Blue & Co
Georgia
$90M
5
JFA
5
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
WealthSource Partners
California
$1.02M +$850K +33,508 +514%
AAM
177
Aureus Asset Management
Massachusetts
$1.01M – – –
Comerica Bank
178
Comerica Bank
Texas
$1M +$24K +994 +2%
RFC
179
Regions Financial Corp
Alabama
$985K +$37K +1,460 +4%
KA
180
Kovack Advisors
Florida
$983K -$97K -3,824 -9%
KL
181
KWMG LLC
Kansas
$977K -$11.5K -453 -1%
SC
182
Scotia Capital
Ontario, Canada
$964K -$107K -4,198 -10%
BCM
183
Bienville Capital Management
New York
$951K +$343K +13,524 +57%
BRM
184
Boston Research & Management
Massachusetts
$940K +$29.2K +1,150 +3%
CWA
185
Cypress Wealth Advisors
California
$937K – – –
SMC
186
Smith, Moore & Co
Missouri
$932K +$16.2K +639 +2%
SCI
187
S&CO Inc
Massachusetts
$924K – – –
Neuberger Berman Group
188
Neuberger Berman Group
New York
$914K +$73.8K +2,906 +9%
WF
189
Welch & Forbes
Massachusetts
$910K -$10.9K -430 -1%
UB
190
UMB Bank
Missouri
$881K -$167K -6,578 -16%
GAM
191
Gould Asset Management
California
$855K -$460K -18,140 -35%
WAS
192
WESPAC Advisors SoCal
California
$819K +$250K +9,862 +44%
CA
193
Cambridge Associates
Massachusetts
$817K – – –
Bessemer Group
194
Bessemer Group
New Jersey
$787K – – –
SFFS
195
Stonehage Fleming Financial Services
Jersey
$784K – – –
CCT
196
Country Club Trust
Missouri
$781K +$68.8K +2,711 +10%
ACN
197
Advisor Consultant Network
Ohio
$781K +$781K +30,782 New
BTS
198
BB&T Securities
Virginia
$768K +$145K +5,699 +23%
NEAM
199
New England Asset Management
Connecticut
$749K – – –
TMAM
200
Tokio Marine Asset Management
Japan
$749K +$152K +6,000 +26%
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