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iShares Gold Trust
IAU

Overview Fund Activity

359 hedge funds and large institutions have $2.86B invested in iShares Gold Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
-13
Holders Change %
-3.49%
% of All Funds
10.42%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
16
Increased
111
Reduced
119
Closed
25
Calls
$38.3M
Puts
$6.78M
Net Calls
+$31.5M
Net Calls Change
+$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.96M
3
U
3
UBS
Switzerland
$49.5M
4
RBC
4
Ronald Blue & Co
Georgia
$239M
5
BG
5
BlackRock Group
United Kingdom
$51.2M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
MB
2
Mizuho Bank
Japan
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$647M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$105M
5
HNB
5
Huntington National Bank
Ohio
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$251K -$33.9K -1,450 -12%
PFM
227
Phillips Financial Management
Indiana
$249K -$29.2K -1,230 -10%
OIA
228
Optimum Investment Advisors
Illinois
$248K – – –
EFS
229
Essex Financial Services
Connecticut
$242K – – –
CB
230
Chemical Bank
Michigan
$237K – – –
P
231
Pitcairn
Pennsylvania
$236K – – –
FM
232
Family Management
New York
$235K -$41K -1,750 -15%
GW
233
GW & Wade
Massachusetts
$235K – – –
KC
234
Kingfisher Capital
North Carolina
$234K -$31.8K -1,358 -12%
MA
235
MUFG Americas
New York
$234K -$12.9K -550 -5%
First Trust Advisors
236
First Trust Advisors
Illinois
$233K +$5.87K +251 +3%
BKBG
237
BHF Kleinwort Benson Group
Belgium
$225K – – –
HC
238
HHG & Company
Connecticut
$223K -$1.81M -77,420 -89%
CBU
239
CIBC Bank USA
Illinois
$221K -$32.3K -1,375 -13%
GCA
240
Guardian Capital Advisors
Ontario, Canada
$219K – – –
BFM
241
Boston Financial Management
Massachusetts
$214K -$540K -23,088 -72%
LPT
242
Legacy Private Trust
Wisconsin
$213K – – –
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$211K – – –
FCCM
244
First City Capital Management
Georgia
$210K -$2.34K -100 -1%
BUB
245
BBVA USA Bancshares
Texas
$209K – – –
VC
246
Vicus Capital
Pennsylvania
$206K -$8.94K -382 -4%
NIA
247
Northstar Investment Advisors
Colorado
$205K -$11.7K -500 -5%
ONB
248
Old National Bancorp
Indiana
$201K +$201K +8,575 New
WRTC
249
Wind River Trust Company
Wyoming
$200K -$3.95M -168,884 -95%
Group One Trading
250
Group One Trading
Illinois
$200K +$200K +8,552 New
8 9
10
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