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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
1
Charles Schwab Investment Advisory
California
$164M
2
ZB
2
Zions Bancorporation
Utah
$15.2M
3
IVA
3
International Value Advisers
$197M
4
Bank of America
4
Bank of America
North Carolina
$177M
5
PCA
5
Personal Capital Advisors
California
$29.9M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$0
2
HNB
2
Huntington National Bank
Ohio
$11.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
RP
4
Reinhart Partners
Wisconsin
$0
5
QAM
5
QCI Asset Management
New York
$20K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$562M +$934K +41,202 +0.2%
BA
2
BlackRock Advisors
Delaware
$277M +$198K +8,741 +0.1%
RBC
3
Ronald Blue & Co
Georgia
$222M +$3.16M +139,481 +1%
IVA
4
International Value Advisers
$197M +$11.6M +513,292 +6%
Bank of America
5
Bank of America
North Carolina
$177M +$10.3M +452,592 +6%
CSIA
6
Charles Schwab Investment Advisory
California
$164M +$129M +5,705,874 +380%
BIT
7
BlackRock Institutional Trust
California
$139M – – –
Morgan Stanley
8
Morgan Stanley
New York
$108M -$6.15M -271,057 -5%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$97.5M – – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$90.6M +$59.9K +2,641 +0.1%
LPL Financial
11
LPL Financial
California
$68.7M -$155K -6,880 -0.2%
Wells Fargo
12
Wells Fargo
California
$67.9M -$1.73M -76,465 -2%
IC
13
Iconiq Capital
California
$65.9M -$131K -5,776 -0.2%
BG
14
BlackRock Group
United Kingdom
$56.5M +$665K +29,340 +1%
UBS Group
15
UBS Group
Switzerland
$51.3M +$4.58M +201,993 +10%
AI
16
Accredited Investors
Minnesota
$33.3M -$1.11M -48,863 -3%
PCA
17
Personal Capital Advisors
California
$29.9M +$5.95M +262,308 +25%
AIS
18
American Investment Services
Massachusetts
$29.1M +$946K +41,712 +3%
GF
19
Gerstein Fisher
New York
$19.7M +$1.37M +60,399 +7%
GC
20
Gibson Capital
Pennsylvania
$18.8M -$23.6K -1,045 -0.1%
GI
21
Gradient Investments
Minnesota
$17.9M +$1.68M +73,962 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$17.8M +$60.6K +2,672 +0.3%
ZB
23
Zions Bancorporation
Utah
$15.2M +$15.2M +668,284 New
BIM
24
BlackRock Investment Management
Delaware
$14.5M +$133K +5,852 +0.9%
USAA
25
United Services Automobile Association
Texas
$13.6M – – –
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