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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 %
NES
301
New England Securities
New York
$113K -$27.3K -1,057 -19%
CAL
302
Capital Advisors Ltd
Ohio
$109K – – –
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$105K – – –
LOCC
304
Lombard Odier & Cie (Canada)
Quebec, Canada
$103K – – –
NC
305
NewSquare Capital
Pennsylvania
$99K +$40.3K +1,565 +69%
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$98K +$5.16K +200 +6%
DSC
307
Duncker Streett & Co
Missouri
$95K – – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$90K +$81.9K +3,201 +1,016%
DOA
309
D'Orazio & Associates
Virginia
$73K – – –
CTC
310
Central Trust Company
Missouri
$73K – – –
SF
311
Synovus Financial
Georgia
$69K – – –
WRM
312
Westport Resources Management
Connecticut
$69K – – –
FMP
313
Financial Management Professionals
Texas
$66K – – –
CLOS
314
Compagnie Lombard Odier SCmA
Switzerland
$63K – – –
FANJ
315
Financial Architects (New Jersey)
New Jersey
$60K +$60K +2,311 New
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$52K -$2.26K -87 -4%
LWM
317
LBA Wealth Management
Florida
$52K – – –
BRWM
318
B. Riley Wealth Management
Tennessee
$51K – – –
BRWA
319
B. Riley Wealth Advisors
Florida
$50.1K -$50K -1,940 -50%
AC
320
Alexandria Capital
Virginia
$45K – – –
1IC
321
1919 Investment Counsel
Maryland
$43K +$3.95K +150 +10%
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$42K -$4.13K -162 -9%
CP
323
Corbenic Partners
Pennsylvania
$40K – – –
CCS
324
Crosspoint Capital Strategies
California
$35K -$39.2K -1,568 -53%
MAM
325
Mizuho Asset Management
Japan
$35K +$13.2K +521 +61%
11 12
13
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