IAU icon

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
Windhaven Investment Management
Massachusetts
$1.03B
2
CSIA
Charles Schwab Investment Advisory
California
$336M
3
UBS Group
UBS Group
Switzerland
$102M
4
Morgan Stanley
Morgan Stanley
New York
$157M
5
PPA
Parametric Portfolio Associates
Washington
$44.4M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
RBC
Ronald Blue & Co
Georgia
$108M
3
RIG
Roosevelt Investment Group
New York
$218K
4
BC
Brinker Capital
Pennsylvania
$19.9M
5
HNB
Huntington National Bank
Ohio
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
Choreo LLC
Illinois
$632K +$99.2K +3,887 +19%
BTS
202
BB&T Securities
Virginia
$627K +$62.5K +2,450 +11%
RAM
203
Riggs Asset Management
Pennsylvania
$620K +$620K +24,285 New
WA
204
WFG Advisors
Texas
$613K -$20.9K -821 -3%
BCM
205
Bienville Capital Management
New York
$611K +$335K +13,129 +122%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$608K -$4.62K -181 -0.8%
TMAM
207
Tokio Marine Asset Management
Japan
$600K – – –
PHIMC
208
Private Harbour Investment Management & Counsel
Ohio
$595K -$12.8K -500 -2%
WAS
209
WESPAC Advisors SoCal
California
$571K +$12.5K +488 +2%
AllianceBernstein
210
AllianceBernstein
Tennessee
$528K -$4.11K -161 -0.8%
IIC
211
Integrated Investment Consultants
Michigan
$526K – – –
NPF
212
Norris Perne & French
Michigan
$473K +$4.08K +160 +0.9%
CT
213
Cambridge Trust
Massachusetts
$465K -$433K – –
TYCC
214
Texas Yale Capital Corp
Florida
$461K – – –
BFA
215
Bragg Financial Advisors
North Carolina
$453K -$17.9K -700 -4%
HFS
216
HL Financial Services
Kentucky
$437K -$2.55K -100 -0.6%
JWBC
217
J.W. Burns & Co
New York
$436K – – –
Millennium Management
218
Millennium Management
New York
$423K +$423K +16,562 New
RHJA
219
Rice Hall James & Associates
California
$422K – – –
FPCP
220
Fort Point Capital Partners
California
$421K +$39.3K +1,540 +10%
Group One Trading
221
Group One Trading
Illinois
$417K +$314K +12,312 +305%
I
222
IberiaBank
Louisiana
$416K +$168K +6,563 +67%
FWIA
223
Fort Washington Investment Advisors
Ohio
$410K +$12.8K +500 +3%
GWM
224
Geneos Wealth Management
Colorado
$408K +$156K +6,004 +62%
Goldman Sachs
225
Goldman Sachs
New York
$403K +$403K +15,806 New
7 8
9
10 11