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iShares Gold Trust
IAU

Overview Fund Activity

372 hedge funds and large institutions have $3.21B invested in iShares Gold Trust in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+10
Holders Change %
+2.76%
% of All Funds
10.7%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.66%
New
31
Increased
112
Reduced
120
Closed
20
Calls
$17.2M
Puts
$6.28M
Net Calls
+$10.9M
Net Calls Change
+$817K

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$135M
2
WIM
Windhaven Investment Management
Massachusetts
$725M
3
VF
Virtu Financial
New York
$31.1M
4
Bank of America
Bank of America
North Carolina
$222M
5
BTS
BB&T Securities
Virginia
$15.8M

Top Sellers

1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10.5M
3
BFA
Beaumont Financial Advisors
Massachusetts
$12.7M
4
HNB
Huntington National Bank
Ohio
$11M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
226
Fiduciary Trust International of Pennsylvania
Pennsylvania
$293K -$901 -35 -0.3%
KC
227
Kingfisher Capital
North Carolina
$292K -$68.6K -2,669 -19%
SI
228
Stephens Inc
Arkansas
$292K -$18.5K -719 -6%
SC
229
Scotia Capital
Ontario, Canada
$283K -$28.1K -1,100 -9%
TMAM
230
Tokio Marine Asset Management
Japan
$283K +$283K +11,000 New
CBU
231
CIBC Bank USA
Illinois
$278K – – –
OIA
232
Optimum Investment Advisors
Illinois
$274K +$12.9K +500 +5%
MA
233
MUFG Americas
New York
$271K -$6.42K -250 -2%
FHC
234
First Heartland Consultants
Missouri
$268K – – –
EFS
235
Essex Financial Services
Connecticut
$266K +$39.2K +1,525 +17%
PGA
236
Portland Global Advisors
Maine
$264K – – –
CB
237
Chemical Bank
Michigan
$261K +$386 +15 +0.1%
P
238
Pitcairn
Pennsylvania
$260K +$260K +10,095 New
GW
239
GW & Wade
Massachusetts
$259K – – –
First Trust Advisors
240
First Trust Advisors
Illinois
$250K +$12.9K +500 +5%
BKBG
241
BHF Kleinwort Benson Group
Belgium
$247K +$172K +6,700 +231%
Creative Planning
242
Creative Planning
Kansas
$245K -$382K -14,856 -61%
ICOA
243
Investment Centers of America
North Dakota
$245K -$286K -11,164 -54%
VKH
244
Virtu KCG Holdings
New York
$244K +$10.3K +399 +4%
ACM
245
Antonetti Capital Management
Florida
$241K +$45K +1,750 +23%
NIA
246
Northstar Investment Advisors
Colorado
$239K -$55.4K -2,150 -19%
VC
247
Vicus Capital
Pennsylvania
$237K -$210K -8,141 -47%
LPT
248
Legacy Private Trust
Wisconsin
$235K – – –
FCCM
249
First City Capital Management
Georgia
$234K – – –
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$232K – – –
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