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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 %
WIM
1
Windhaven Investment Management
Massachusetts
$424M -$45.6M -2,228,410 -10%
CSIA
2
Charles Schwab Investment Advisory
California
$195M +$2.54M +124,260 +1%
IVA
3
International Value Advisers
$180M -$3.5M -171,116 -2%
Bank of America
4
Bank of America
North Carolina
$179M -$10.3M -505,756 -5%
BA
5
BlackRock Advisors
Delaware
$145M +$82.6K +4,036 +0.1%
SAC
6
Smith Affiliated Capital
New York
$143M -$53.9K – –
BIT
7
BlackRock Institutional Trust
California
$126M – – –
RBC
8
Ronald Blue & Co
Georgia
$121M -$34.4M -1,683,020 -22%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$85.9M -$2.05M -100,000 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$80.2M -$443K -21,634 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$77.5M -$10.6M -517,847 -12%
BG
12
BlackRock Group
United Kingdom
$55.2M +$635K +31,022 +1%
Wells Fargo
13
Wells Fargo
California
$51.4M -$4.4M -215,054 -8%
MCM
14
Moon Capital Management
New York
$32.9M +$32.9M +1,605,978 New
UBS Group
15
UBS Group
Switzerland
$31.5M -$9.34M -456,456 -23%
PCA
16
Personal Capital Advisors
California
$28.8M -$1.62M -79,286 -5%
LPL Financial
17
LPL Financial
California
$24.6M +$6.05M +290,649 +33%
AIS
18
American Investment Services
Massachusetts
$24.1M -$2.42M -118,518 -9%
GF
19
Gerstein Fisher
New York
$19.1M +$2.79M +136,494 +17%
IC
20
Iconiq Capital
California
$18.6M -$38.9M -1,903,577 -68%
BIM
21
BlackRock Investment Management
Delaware
$14.9M +$275K +13,460 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14M -$10.7M -522,964 -43%
BC
23
Brinker Capital
Pennsylvania
$11.8M +$11.4M +555,198 +2,681%
Axa
24
Axa
France
$11.1M – – –
GC
25
Gibson Capital
Pennsylvania
$10.6M -$6.07M -298,242 -36%
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