IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

435 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 171 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+17
Holders Change %
+4.07%
% of All Funds
11.62%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.72%
New
46
Increased
171
Reduced
105
Closed
27
Calls
$25.5M
Puts
$382K
Net Calls
+$25.1M
Net Calls Change
+$2.51M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
BlackRock
2
BlackRock
New York
$599M
3
CSIA
3
Charles Schwab Investment Advisory
California
$390M
4
BL
4
Balentine LLC
Georgia
$62.7M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$70.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.34M
2
WIM
2
Windhaven Investment Management
Massachusetts
$1B
3
BWP
3
BSW Wealth Partners
Colorado
$224K
4
RBC
4
Ronald Blue & Co
Georgia
$90M
5
JFA
5
JNBA Financial Advisors
Minnesota
$179K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$1B -$23.4M -922,136 -2%
BlackRock
2
BlackRock
New York
$599M +$87.9M +3,465,061 +17%
Bank of America
3
Bank of America
North Carolina
$474M +$103M +4,057,014 +28%
CSIA
4
Charles Schwab Investment Advisory
California
$390M +$56.4M +2,221,855 +17%
IVA
5
International Value Advisers
$270M +$20.6M +810,253 +8%
BG
6
BlackRock Group
United Kingdom
$189M +$13M +511,269 +7%
BA
7
BlackRock Advisors
Delaware
$177M +$195K +7,687 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$164M +$8.38M +330,076 +5%
BIT
9
BlackRock Institutional Trust
California
$156M – – –
Wells Fargo
10
Wells Fargo
California
$129M +$15.5M +612,473 +14%
UBS Group
11
UBS Group
Switzerland
$123M +$21M +828,219 +21%
RBC
12
Ronald Blue & Co
Georgia
$90M -$17.5M -691,464 -16%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$70.1M +$22.5M +887,250 +47%
BL
14
Balentine LLC
Georgia
$62.7M +$22.7M +894,843 +57%
PCA
15
Personal Capital Advisors
California
$61.3M +$6.59M +258,778 +12%
PPA
16
Parametric Portfolio Associates
Washington
$51.4M +$7.24M +285,091 +16%
MCM
17
Moon Capital Management
New York
$45.1M +$609K +24,007 +1%
AIS
18
American Investment Services
Massachusetts
$31.5M -$902K -35,543 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31M +$5.36M +211,373 +21%
GF
20
Gerstein Fisher
New York
$24.6M +$833K +32,835 +4%
IC
21
Iconiq Capital
California
$24.5M +$1.33M +52,229 +6%
EWM
22
Evercore Wealth Management
New York
$22M +$21.2M +836,676 +2,659%
MLL
23
Moody Lynn & Lieberson
Massachusetts
$21.5M -$4.17M -171,321 -16%
BIM
24
BlackRock Investment Management
Delaware
$19.4M +$177K +6,958 +0.9%
RJA
25
Raymond James & Associates
Florida
$18M +$2.02M +79,547 +13%
1
2 3 4 5