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iShares Gold Trust
IAU

Overview Fund Activity

377 hedge funds and large institutions have $2.91B invested in iShares Gold Trust in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
10.06%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
39
Increased
110
Reduced
128
Closed
33
Calls
$18.9M
Puts
$1.39M
Net Calls
+$17.5M
Net Calls Change
-$15.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$169M
2
LPL Financial
2
LPL Financial
California
$71M
3
IVA
3
International Value Advisers
$188M
4
AI
4
Accredited Investors
Minnesota
$34.7M
5
CSIA
5
Charles Schwab Investment Advisory
California
$34.4M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.96M
2
BA
2
BlackRock Advisors
Delaware
$279M
3
CWA
3
Convergent Wealth Advisors
Maryland
$3.54M
4
RBC
4
Ronald Blue & Co
Georgia
$221M
5
JT
5
Jump Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$567M +$5.06M +220,922 +0.9%
BA
2
BlackRock Advisors
Delaware
$279M -$60.8M -2,653,658 -18%
RBC
3
Ronald Blue & Co
Georgia
$221M -$9.73M -424,781 -4%
IVA
4
International Value Advisers
$188M +$40.9M +1,785,174 +28%
Bank of America
5
Bank of America
North Carolina
$169M +$53.2M +2,323,554 +46%
BIT
6
BlackRock Institutional Trust
California
$141M – – –
Morgan Stanley
7
Morgan Stanley
New York
$116M -$1.98M -86,666 -2%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$98.5M – – –
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$91.4M -$226K -9,850 -0.2%
LPL Financial
10
LPL Financial
California
$71M +$49.8M +2,136,039 +234%
Wells Fargo
11
Wells Fargo
California
$70.4M +$2.47M +107,675 +4%
IC
12
Iconiq Capital
California
$66.7M +$623K +27,223 +0.9%
BG
13
BlackRock Group
United Kingdom
$56.4M +$2.13M +93,048 +4%
UBS Group
14
UBS Group
Switzerland
$47.2M +$4.4M +192,057 +10%
AI
15
Accredited Investors
Minnesota
$34.7M +$34.7M +1,515,365 New
CSIA
16
Charles Schwab Investment Advisory
California
$34.4M +$34.4M +1,503,523 New
AIS
17
American Investment Services
Massachusetts
$28.4M +$1.5M +65,537 +6%
BL
18
BCWM LLC
Kansas
$25.3M +$482K +2,106 +2%
PCA
19
Personal Capital Advisors
California
$24.4M +$6.1M +264,286 +33%
GC
20
Gibson Capital
Pennsylvania
$19M +$2.64M +115,831 +16%
GF
21
Gerstein Fisher
New York
$18.5M +$215K +9,382 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$17.9M +$2.58M +112,508 +17%
GI
23
Gradient Investments
Minnesota
$16.3M +$9.4M +410,447 +135%
BIM
24
BlackRock Investment Management
Delaware
$14.5M +$505K +22,046 +4%
BC
25
Brinker Capital
Pennsylvania
$14.5M +$3.53M +154,289 +32%
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