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

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$152M
2
RBC
2
Ronald Blue & Co
Georgia
$163M
3
LPL Financial
3
LPL Financial
California
$19.6M
4
WIM
4
Windhaven Investment Management
Massachusetts
$495M
5
AI
5
Accredited Investors
Minnesota
$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$495M -$39.9M -1,851,674 -7%
CSIA
2
Charles Schwab Investment Advisory
California
$203M +$47.5M +2,205,200 +31%
Bank of America
3
Bank of America
North Carolina
$199M +$31M +1,436,038 +18%
IVA
4
International Value Advisers
$193M +$5.38M +249,429 +3%
RBC
5
Ronald Blue & Co
Georgia
$163M -$47.6M -2,205,715 -23%
BA
6
BlackRock Advisors
Delaware
$152M -$111M -5,149,478 -42%
BIT
7
BlackRock Institutional Trust
California
$132M – – –
Morgan Stanley
8
Morgan Stanley
New York
$92.8M -$10.3M -477,452 -10%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$92.7M – – –
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$85M -$1.16M -53,771 -1%
IC
11
Iconiq Capital
California
$60.7M -$1.93M -89,697 -3%
Wells Fargo
12
Wells Fargo
California
$58.8M -$5.75M -266,775 -9%
BG
13
BlackRock Group
United Kingdom
$57.5M +$3.71M +172,152 +7%
UBS Group
14
UBS Group
Switzerland
$43.1M -$5.73M -265,675 -12%
PCA
15
Personal Capital Advisors
California
$32.1M +$3.67M +170,399 +13%
AIS
16
American Investment Services
Massachusetts
$28M +$369K +17,129 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26M +$9.11M +422,603 +54%
LPL Financial
18
LPL Financial
California
$19.6M -$47.1M -2,148,402 -71%
ZB
19
Zions Bancorporation
Utah
$18.3M +$4.04M +189,402 +28%
GI
20
Gradient Investments
Minnesota
$17.6M +$651K +30,199 +4%
GC
21
Gibson Capital
Pennsylvania
$17.6M -$273K -12,711 -2%
GF
22
Gerstein Fisher
New York
$17.2M -$1.49M -69,187 -8%
BIM
23
BlackRock Investment Management
Delaware
$15.5M +$1.7M +78,832 +12%
Axa
24
Axa
France
$11.7M – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.6M -$1.86M -86,131 -15%
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