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

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$10.5M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$12.7M
4
HNB
4
Huntington National Bank
Ohio
$11M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
276
Oarsman Capital
Wisconsin
$159K – – –
GC
277
Garde Capital
Washington
$158K +$158K +6,139 New
PFS
278
Prospera Financial Services
Texas
$156K – – –
VFS
279
VSR Financial Services
Kansas
$155K -$9.66K -375 -6%
FA
280
Financial Advantage
Maryland
$154K -$38K -1,475 -20%
DP
281
Dearborn Partners
Illinois
$151K – – –
WB
282
WesBanco Bank
West Virginia
$149K -$12.8K -500 -8%
SCG
283
Strategic Capital Group
Washington
$149K +$149K +5,789 New
BG
284
Bahl & Gaynor
Ohio
$148K – – –
HCM
285
Hengehold Capital Management
Ohio
$146K +$146K +5,651 New
BAM
286
Barrett Asset Management
New York
$142K – – –
MCM
287
Murphy Capital Management
New Jersey
$137K -$8.05K -313 -6%
ECAM
288
East Coast Asset Management
Massachusetts
$137K – – –
VAM
289
Visium Asset Management
New York
$133K +$133K +5,175 New
FNBTCON
290
First National Bank & Trust Co of Newtown
Pennsylvania
$132K – – –
WKWM
291
Walter & Keenan Wealth Management
Indiana
$129K – – –
LSC
292
Lesa Sroufe & Co
Washington
$129K – – –
HSA
293
Hussman Strategic Advisors
Maryland
$129K – – –
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$128K -$79.8K -3,098 -38%
AA
295
Apriem Advisors
California
$124K – – –
BC
296
Brinker Capital
Pennsylvania
$124K +$3.51K +137 +3%
WA
297
Waverly Advisors
Alabama
$122K +$122K +4,750 New
DADC
298
D.A. Davidson & Co
Montana
$119K – – –
PIM
299
Parasol Investment Management
Illinois
$116K +$116K +4,510 New
MIM
300
Macroview Investment Management
Maryland
$114K +$44.9K +1,750 +65%
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12
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