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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 %
JIR
201
James Investment Research
Ohio
$308K +$205K +9,050 +199%
SCM
202
Silver Capital Management
New York
$304K – – –
PHS
203
Pekin Hardy Strauss
Illinois
$298K – – –
TH
204
Timber Hill
Connecticut
$294K -$590K -26,003 -67%
FCI
205
Financial Counselors Inc
Kansas
$289K – – –
IC
206
Inverness Counsel
New York
$284K -$286K – –
BT
207
Beacon Trust
New Jersey
$279K -$6.39K -281 -2%
IH
208
IFC Holdings
Florida
$277K +$7.57K +336 +3%
VFAM
209
Valley Forge Asset Management
Pennsylvania
$275K +$726 +32 +0.3%
CTA
210
Colonial Trust Advisors
South Carolina
$274K -$22.7K -1,000 -8%
VAS
211
Valicenti Advisory Services
New York
$273K -$45.4K -2,000 -14%
BAS
212
Brown Advisory Securities
Maryland
$269K -$25.4K -1,125 -9%
SWP
213
Stratos Wealth Partners
Ohio
$265K -$565K -24,938 -68%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$257K -$11.8M -519,726 -98%
Barclays
215
Barclays
United Kingdom
$255K -$28.6K -1,295 -10%
CC
216
Cadinha & Co
Hawaii
$254K – – –
LFR
217
Lehman Financial Resources
Pennsylvania
$249K +$249K +11,000 New
AF
218
Aldebaran Financial
$248K +$13.7K +61 +6%
CIC
219
Cutler Investment Counsel
Oregon
$245K – – –
GT
220
Glenmede Trust
Pennsylvania
$244K +$11.3K +500 +5%
CS
221
Comerica Securities
Michigan
$242K -$99.4K -4,391 -29%
ITIM
222
Indiana Trust & Investment Management
Indiana
$241K – – –
CCG
223
Chatham Capital Group
Georgia
$238K – – –
LWA
224
Lenox Wealth Advisors
New York
$238K +$23.3K +1,025 +11%
KC
225
Kingfisher Capital
North Carolina
$233K +$523 +23 +0.2%
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