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

Top Sellers

1
VF
Virtu Financial
New York
$0
2
MB
Mizuho Bank
Japan
$0
3
WIM
Windhaven Investment Management
Massachusetts
$647M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$105M
5
HNB
Huntington National Bank
Ohio
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
251
DSC Advisors
Illinois
$199K +$199K +8,500 New
MPI
252
Mairs & Power Inc
Minnesota
$191K – – –
WG
253
Welch Group
Alabama
$191K – – –
Franklin Resources
254
Franklin Resources
California
$183K -$2.2K -94 -1%
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$182K – – –
WT
256
Whittier Trust
California
$180K – – –
DDPIC
257
Deroy & Devereaux Private Investment Counsel
Michigan
$176K – – –
BPBT
258
Boston Private Bank & Trust
Massachusetts
$176K – – –
BPC
259
Banque Pictet & Cie
Switzerland
$176K – – –
B
260
Bellecapital
Switzerland
$174K – – –
RC
261
Roundview Capital
New Jersey
$168K – – –
GT
262
Glenmede Trust
Pennsylvania
$167K – – –
CCFCSB
263
Cape Cod Five Cents Savings Bank
Massachusetts
$161K – – –
IFA
264
Interactive Financial Advisors
Illinois
$158K -$15.4K -658 -9%
LIM
265
Leavell Investment Management
Alabama
$156K +$4.83K +206 +3%
SAM
266
Summit Asset Management
Tennessee
$155K -$40.7K -1,740 -21%
AL
267
Aspiriant LLC
California
$155K – – –
LFG
268
LifePlan Financial Group
Ohio
$152K +$152K +6,507 New
SAM
269
Shamrock Asset Management
Texas
$151K – – –
STMM
270
South Texas Money Management
Texas
$145K – – –
OC
271
Oarsman Capital
Wisconsin
$145K – – –
RJT
272
Raymond James Trust
Florida
$144K -$4.82K -205 -3%
GC
273
Garde Capital
Washington
$144K – – –
BC
274
Brinker Capital
Pennsylvania
$141K +$27.7K +1,183 +24%
CPSAC
275
Chas P. Smith & Associates (CPS)
Florida
$141K +$141K +6,041 New
9 10
11
12 13