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iShares Gold Trust
IAU

Overview Fund Activity

361 hedge funds and large institutions have $2.61B invested in iShares Gold Trust in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
10.09%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.64%
New
27
Increased
86
Reduced
141
Closed
28
Calls
$17.5M
Puts
$542K
Net Calls
+$16.9M
Net Calls Change
-$234K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$203M
2
Bank of America
Bank of America
North Carolina
$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$7.44M
5
IVA
International Value Advisers
$193M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$152M
2
RBC
Ronald Blue & Co
Georgia
$163M
3
LPL Financial
LPL Financial
California
$19.6M
4
WIM
Windhaven Investment Management
Massachusetts
$495M
5
AI
Accredited Investors
Minnesota
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$270K +$18.3K +853 +7%
SCM
202
Silver Capital Management
New York
$262K -$27K -1,250 -9%
BT
203
Beacon Trust
New Jersey
$262K -$3.24K -150 -1%
LFR
204
Lehman Financial Resources
Pennsylvania
$260K +$23.6K +1,100 +10%
VAS
205
Valicenti Advisory Services
New York
$259K – – –
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$258K -$263K -11,597 -50%
VFAM
207
Valley Forge Asset Management
Pennsylvania
$258K -$3.41K -158 -1%
CTA
208
Colonial Trust Advisors
South Carolina
$257K -$3.56K -165 -1%
JIR
209
James Investment Research
Ohio
$252K -$40.9K -1,900 -14%
FCI
210
Financial Counselors Inc
Kansas
$246K -$28.6K -1,330 -10%
Creative Planning
211
Creative Planning
Kansas
$239K -$224K -10,401 -48%
PFM
212
Phillips Financial Management
Indiana
$238K – – –
GT
213
Glenmede Trust
Pennsylvania
$235K +$2.77K +129 +1%
CIC
214
Cutler Investment Counsel
Oregon
$233K – – –
LWA
215
Lenox Wealth Advisors
New York
$226K – – –
CCG
216
Chatham Capital Group
Georgia
$226K – – –
KC
217
Kingfisher Capital
North Carolina
$225K +$3.67K +170 +2%
RC
218
Roundview Capital
New Jersey
$221K – – –
BAS
219
Brown Advisory Securities
Maryland
$212K -$44.9K -2,083 -17%
ITIM
220
Indiana Trust & Investment Management
Indiana
$209K -$20.3K -943 -9%
TCM
221
Telos Capital Management
California
$208K -$14K -648 -6%
First Trust Advisors
222
First Trust Advisors
Illinois
$205K +$7.81K +362 +4%
CBU
223
CIBC Bank USA
Illinois
$203K – – –
OIA
224
Optimum Investment Advisors
Illinois
$203K +$203K +9,400 New
LPT
225
Legacy Private Trust
Wisconsin
$197K – – –
7 8
9
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