IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

374 hedge funds and large institutions have $2.87B invested in iShares Gold Trust in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
9.98%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
53
Increased
80
Reduced
158
Closed
32
Calls
$37.8M
Puts
$5.06M
Net Calls
+$32.7M
Net Calls Change
+$1.2M

Top Buyers

1
BA
1
BlackRock Advisors
Delaware
$340M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$127M
3
IC
3
Iconiq Capital
California
$66M
4
IVA
4
International Value Advisers
$147M
5
BC
5
Brinker Capital
Pennsylvania
$10.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$115M
2
WIM
2
Windhaven Investment Management
Massachusetts
$561M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$4.76M
4
CWA
4
Convergent Wealth Advisors
Maryland
$17.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
WKKFT
376
W.K. Kellogg Foundation Trust
Michigan
– -$14.3M -609,966 Closed
BFA
377
Beaumont Financial Advisors
Massachusetts
– -$12.8M -547,017 Closed
Ohio Public Employees Retirement System (OPERS)
378
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$10M -428,245 Closed
EWM
379
Evercore Wealth Management
New York
– -$878K -37,525 Closed
PCM
380
Parsons Capital Management
Rhode Island
– -$523K -22,375 Closed
TFCP
381
Twin Focus Capital Partners
Massachusetts
– -$362K -15,456 Closed
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
– -$335K -14,325 Closed
EFS
383
Essex Financial Services
Connecticut
– -$242K -10,338 Closed
GW
384
GW & Wade
Massachusetts
– -$235K -10,050 Closed
BFM
385
Boston Financial Management
Massachusetts
– -$214K -9,151 Closed
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
– -$211K -9,000 Closed
WRTC
387
Wind River Trust Company
Wyoming
– -$200K -8,554 Closed
MPI
388
Mairs & Power Inc
Minnesota
– -$191K -8,173 Closed
LIM
389
Leavell Investment Management
Alabama
– -$156K -6,653 Closed
STMM
390
South Texas Money Management
Texas
– -$145K -6,207 Closed
CPSAC
391
Chas P. Smith & Associates (CPS)
Florida
– -$141K -6,041 Closed
PFS
392
Prospera Financial Services
Texas
– -$130K -5,865 Closed
DP
393
Dearborn Partners
Illinois
– -$137K -5,850 Closed
VFS
394
VSR Financial Services
Kansas
– -$135K -5,770 Closed
HCM
395
Hengehold Capital Management
Ohio
– -$132K -5,651 Closed
FNBTCON
396
First National Bank & Trust Co of Newtown
Pennsylvania
– -$125K -5,325 Closed
ECAM
397
East Coast Asset Management
Massachusetts
– -$123K -5,251 Closed
EFSCE
398
Enterprise Financial Services Corp (EFSC)
Missouri
– -$96K -4,095 Closed
LOCC
399
Lombard Odier & Cie (Canada)
Quebec, Canada
– -$94K -4,015 Closed
EWM
400
Elite Wealth Management
Washington
– -$73K -3,100 Closed
13 14 15
16
17