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iShares Gold Trust
IAU

Overview Fund Activity

374 hedge funds and large institutions have $2.47B invested in iShares Gold Trust in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
9.82%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.45%
New
54
Increased
80
Reduced
147
Closed
38
Calls
$11.5M
Puts
$701K
Net Calls
+$10.8M
Net Calls Change
-$6.14M

Top Buyers

1
MCM
1
Moon Capital Management
New York
$32.9M
2
BC
2
Brinker Capital
Pennsylvania
$11.8M
3
ZF
3
Zhang Financial
Michigan
$7.78M
4
LPL Financial
4
LPL Financial
California
$24.6M
5
TFCP
5
Twin Focus Capital Partners
Massachusetts
$5.02M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$424M
2
IC
2
Iconiq Capital
California
$18.6M
3
RBC
3
Ronald Blue & Co
Georgia
$121M
4
ZB
4
Zions Bancorporation
Utah
$29K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$269K +$11.9K +580 +5%
SSB
202
Sandy Spring Bank
Maryland
$264K -$203K -9,950 -43%
JIC
203
Johnson Investment Counsel
Ohio
$260K -$19.3K -946 -7%
IC
204
Inverness Counsel
New York
$256K -$270K – –
VFAM
205
Valley Forge Asset Management
Pennsylvania
$249K +$4.56K +223 +2%
LFR
206
Lehman Financial Resources
Pennsylvania
$247K – – –
ITIM
207
Indiana Trust & Investment Management
Indiana
$247K +$25K +1,093 +11%
VAS
208
Valicenti Advisory Services
New York
$246K – – –
CWM
209
Cranbrook Wealth Management
Michigan
$241K -$294K -14,356 -55%
AF
210
Aldebaran Financial
$239K +$239K +1,163 New
SCM
211
Silver Capital Management
New York
$238K -$10.2K -500 -4%
Creative Planning
212
Creative Planning
Kansas
$229K +$1.31K +64 +0.6%
PFM
213
Phillips Financial Management
Indiana
$227K – – –
SIC
214
Schwartz Investment Counsel
Michigan
$225K -$307K -15,000 -58%
GT
215
Glenmede Trust
Pennsylvania
$222K – – –
CIC
216
Cutler Investment Counsel
Oregon
$221K – – –
LWA
217
Lenox Wealth Advisors
New York
$220K +$5.34K +261 +2%
CCG
218
Chatham Capital Group
Georgia
$215K – – –
CTA
219
Colonial Trust Advisors
South Carolina
$213K -$30.7K -1,500 -13%
RC
220
Roundview Capital
New Jersey
$210K – – –
DIA
221
Denver Investment Advisors
Colorado
$209K -$218K -10,650 -51%
BTS
222
BB&T Securities
Virginia
$206K -$119K -5,832 -37%
BEAM
223
Baker Ellis Asset Management
Washington
$205K +$205K +10,000 New
KC
224
Kingfisher Capital
North Carolina
$201K -$12.1K -591 -6%
CBU
225
CIBC Bank USA
Illinois
$193K – – –
7 8
9
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