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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
+$25.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$17.7M
3
BA
BlackRock Advisors
Delaware
+$15.7M
4
WIM
Windhaven Investment Management
Massachusetts
+$9.94M
5
EIM
Emerson Investment Management
Massachusetts
+$9.79M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.6M
3
GF
Gerstein Fisher
New York
-$14.1M
4
VF
Virtu Financial
New York
-$13.5M
5
USAA
United Services Automobile Association
Texas
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
326
Paradigm Financial Advisors
Missouri
$21K +$21K +850 New
BFEC
327
Benjamin F. Edwards & Company
Missouri
$20K +$15.3K +612 +326%
MFBTD
328
MB Financial Bank - Trust Department
Illinois
$19K – – –
WTB
329
Washington Trust Bank
Washington
$19K +$19K +750 New
MBT
330
Monroe Bank & Trust
Michigan
$18K – – –
CG
331
Colony Group
Massachusetts
$18K – – –
VIA
332
Vantage Investment Advisors
Pennsylvania
$18K – – –
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
MWP
334
MYCIO Wealth Partners
Pennsylvania
$15K +$15K +589 New
AllianceBernstein
335
AllianceBernstein
Tennessee
$14K +$14K +576 New
KPCM
336
Kings Point Capital Management
New York
$13K – – –
JIR
337
James Investment Research
Ohio
$12K -$99.7K -4,155 -89%
BCMIO
338
Beacon Capital Management Inc (Ohio)
Ohio
$12K -$18K -750 -60%
MSTVIM
339
Messner & Smith Theme Value Investment Management
California
$11K +$11K +448 New
SA
340
SRH Advisors
Kansas
$10K – – –
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$8K -$89.6K -3,527 -92%
PFSC
342
Peoples Financial Services Corp
Pennsylvania
$8K – – –
BCM
343
Blume Capital Management
California
$6K -$17.4K -727 -74%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$5.6K – – –
RIA
345
Regal Investment Advisors
Michigan
$5K +$366 +15 +8%
HPBT
346
High Point Bank & Trust
North Carolina
$5K +$5K +209 New
ClearBridge Investments
347
ClearBridge Investments
New York
$4K – – –
RFA
348
Reilly Financial Advisors
California
$4K – – –
RNS
349
Robert N. Shapiro
$4K – – –
FWM
350
Focused Wealth Management
New York
$4K – – –
12 13
14
15 16