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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 %
DP
276
Dearborn Partners
Illinois
$137K – – –
VFS
277
VSR Financial Services
Kansas
$135K -$5.85K -250 -4%
BG
278
Bahl & Gaynor
Ohio
$135K – – –
HCM
279
Hengehold Capital Management
Ohio
$132K – – –
PFS
280
Prospera Financial Services
Texas
$130K -$4.17K -188 -3%
BBPWM
281
Blue Bell Private Wealth Management
Pennsylvania
$130K +$41K +1,750 +46%
BAM
282
Barrett Asset Management
New York
$129K – – –
FNBTCON
283
First National Bank & Trust Co of Newtown
Pennsylvania
$125K – – –
ECAM
284
East Coast Asset Management
Massachusetts
$123K -$1.41K -60 -1%
LSC
285
Lesa Sroufe & Co
Washington
$118K – – –
WKWM
286
Walter & Keenan Wealth Management
Indiana
$117K – – –
HSA
287
Hussman Strategic Advisors
Maryland
$117K – – –
FA
288
Financial Advantage
Maryland
$115K -$25.3K -1,078 -18%
AA
289
Apriem Advisors
California
$113K – – –
WA
290
Waverly Advisors
Alabama
$111K – – –
NES
291
New England Securities
New York
$111K +$8.15K +347 +8%
DADC
292
D.A. Davidson & Co
Montana
$108K – – –
1IC
293
1919 Investment Counsel
Maryland
$101K +$62.5K +2,650 +162%
MIM
294
Macroview Investment Management
Maryland
$96K -$7.96K -340 -8%
EFSCE
295
Enterprise Financial Services Corp (EFSC)
Missouri
$96K – – –
LOCC
296
Lombard Odier & Cie (Canada)
Quebec, Canada
$94K – – –
CAL
297
Capital Advisors Ltd
Ohio
$93K -$5.83K -250 -6%
NC
298
NewSquare Capital
Pennsylvania
$90K – – –
DSC
299
Duncker Streett & Co
Missouri
$87K – – –
EAMA
300
EFG Asset Management (Americas)
Florida
$77K +$77K +3,297 New
10 11
12
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