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iShares Gold Trust
IAU

Overview Fund Activity

398 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+24
Holders Change %
+6.42%
% of All Funds
10.62%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M

Top Buyers

1
BlackRock
1
BlackRock
New York
$478M
2
Bank of America
2
Bank of America
North Carolina
$334M
3
LPL Financial
3
LPL Financial
California
$144M
4
BG
4
BlackRock Group
United Kingdom
$160M
5
Wells Fargo
5
Wells Fargo
California
$101M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$0
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$47.5M
3
WIM
3
Windhaven Investment Management
Massachusetts
$451M
4
RBC
4
Ronald Blue & Co
Georgia
$130M
5
HNB
5
Huntington National Bank
Ohio
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$478M +$476M +20,040,600 +24,473%
WIM
2
Windhaven Investment Management
Massachusetts
$451M -$41.1M -1,728,117 -8%
Bank of America
3
Bank of America
North Carolina
$334M +$126M +5,321,632 +61%
CSIA
4
Charles Schwab Investment Advisory
California
$263M +$36.7M +1,543,835 +16%
IVA
5
International Value Advisers
$235M +$26.2M +1,101,981 +13%
BA
6
BlackRock Advisors
Delaware
$168M +$77.7K +3,270 +0%
BG
7
BlackRock Group
United Kingdom
$160M +$95.9M +4,034,328 +150%
BIT
8
BlackRock Institutional Trust
California
$146M – – –
LPL Financial
9
LPL Financial
California
$144M +$116M +4,862,396 +411%
RBC
10
Ronald Blue & Co
Georgia
$130M -$10.3M -434,009 -7%
Morgan Stanley
11
Morgan Stanley
New York
$125M +$35M +1,470,983 +39%
Wells Fargo
12
Wells Fargo
California
$101M +$41.1M +1,729,810 +69%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$93.4M +$248K +10,431 +0.3%
UBS Group
14
UBS Group
Switzerland
$62.7M +$26.1M +1,099,443 +71%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$47.5M -$52.3M -2,200,000 -52%
PCA
16
Personal Capital Advisors
California
$43.8M +$10.4M +435,685 +31%
MCM
17
Moon Capital Management
New York
$41M +$2.86M +120,240 +7%
BC
18
Brinker Capital
Pennsylvania
$36.4M +$22.7M +956,762 +166%
BL
19
Balentine LLC
Georgia
$30.6M +$30.6M +1,285,920 +642,960%
AIS
20
American Investment Services
Massachusetts
$29.2M +$1.15M +48,259 +4%
PPA
21
Parametric Portfolio Associates
Washington
$26.6M +$25.5M +1,071,425 +2,141%
MLL
22
Moody Lynn & Lieberson
Massachusetts
$23.6M +$23.6M +946,668 New
GF
23
Gerstein Fisher
New York
$22.3M +$71.5K +3,008 +0.3%
IC
24
Iconiq Capital
California
$21.7M +$30.3K +1,277 +0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$20.8M +$4.63M +194,737 +29%
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