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iShares Gold Trust
IAU

Overview Fund Activity

362 hedge funds and large institutions have $3.07B invested in iShares Gold Trust in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+13
Holders Change %
+3.72%
% of All Funds
10.46%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
42
Increased
101
Reduced
129
Closed
28
Calls
$19.2M
Puts
$9.1M
Net Calls
+$10.1M
Net Calls Change
-$6.16M

Top Buyers

1
RBC
Ronald Blue & Co
Georgia
$236M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.6M
3
BA
BlackRock Advisors
Delaware
$193M
4
WIM
Windhaven Investment Management
Massachusetts
$660M
5
EIM
Emerson Investment Management
Massachusetts
$9.92M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17M
3
GF
Gerstein Fisher
New York
$21.4M
4
VF
Virtu Financial
New York
$10.2M
5
USAA
United Services Automobile Association
Texas
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oarsman Capital
Wisconsin
$154K – – –
DP
277
Dearborn Partners
Illinois
$146K -$43.7K -1,750 -23%
BG
278
Bahl & Gaynor
Ohio
$143K – – –
PFS
279
Prospera Financial Services
Texas
$143K +$4.68K +198 +3%
LFG
280
LifePlan Financial Group
Ohio
$143K +$95.3K +3,835 +200%
MCM
281
Murphy Capital Management
New Jersey
$140K -$13K -525 -9%
BAM
282
Barrett Asset Management
New York
$137K +$37.4K +1,500 +38%
NES
283
New England Securities
New York
$135K +$60.3K +2,428 +81%
ECAM
284
East Coast Asset Management
Massachusetts
$132K -$57.8K -2,327 -30%
FNBTCON
285
First National Bank & Trust Co of Newtown
Pennsylvania
$132K – – –
LSC
286
Lesa Sroufe & Co
Washington
$125K – – –
HSA
287
Hussman Strategic Advisors
Maryland
$124K -$1.74M -70,000 -93%
WKWM
288
Walter & Keenan Wealth Management
Indiana
$124K +$124K +5,000 New
JIC
289
Johnson Investment Counsel
Ohio
$124K +$124K +5,019 New
AA
290
Apriem Advisors
California
$120K -$12.4K -500 -9%
BC
291
Brinker Capital
Pennsylvania
$117K +$117K +4,704 New
DADC
292
D.A. Davidson & Co
Montana
$115K -$4.41K -178 -4%
CAL
293
Capital Advisors Ltd
Ohio
$106K – – –
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$102K +$102K +4,095 New
FIG
295
Fusion Investment Group
Pennsylvania
$100K -$27.4K -1,113 -22%
LOCC
296
Lombard Odier & Cie (Canada)
Quebec, Canada
$100K – – –
BRWA
297
B. Riley Wealth Advisors
Florida
$97K -$132K -5,279 -58%
DSC
298
Duncker Streett & Co
Missouri
$92K – – –
BBPWM
299
Blue Bell Private Wealth Management
Pennsylvania
$90K – – –
CCS
300
Crosspoint Capital Strategies
California
$74K -$6.03K -242 -8%
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