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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 %
FHA
326
First Horizon Advisors
Tennessee
$34K +$3.14K +129 +10%
BBHC
327
Brown Brothers Harriman & Co
New York
$32K -$6.4K -250 -17%
M
328
MOTCO
Texas
$29K – – –
AWM
329
Avior Wealth Management
Nebraska
$29K – – –
WEC
330
Winslow Evans & Crocker
Massachusetts
$28.7K – – –
PO
331
Private Ocean
California
$26K – – –
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$26K +$22K +841 +550%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$22K +$1.82K +72 +9%
NCM
334
Nelson Capital Management
California
$22K +$22K +845 New
RIA
335
Regal Investment Advisors
Michigan
$20K +$14.8K +585 +285%
WTB
336
Washington Trust Bank
Washington
$19K – – –
MBT
337
Monroe Bank & Trust
Michigan
$19K – – –
CG
338
Colony Group
Massachusetts
$19K – – –
MFBTD
339
MB Financial Bank - Trust Department
Illinois
$19K – – –
VIA
340
Vantage Investment Advisors
Pennsylvania
$19K – – –
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
RFA
342
Reilly Financial Advisors
California
$17K +$12.5K +475 +279%
MWP
343
MYCIO Wealth Partners
Pennsylvania
$15K – – –
JIR
344
James Investment Research
Ohio
$13K – – –
BCMIO
345
Beacon Capital Management Inc (Ohio)
Ohio
$13K – – –
KPCM
346
Kings Point Capital Management
New York
$13K – – –
MSTVIM
347
Messner & Smith Theme Value Investment Management
California
$12K – – –
SA
348
SRH Advisors
Kansas
$10K – – –
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$9K – – –
TRCT
350
Tower Research Capital (TRC)
New York
$8K +$7.47K +279 +1,395%
12 13
14
15 16