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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
$236M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.6M
3
BA
BlackRock Advisors
Delaware
$193M
4
WIM
Windhaven Investment Management
Massachusetts
$660M
5
EIM
Emerson Investment Management
Massachusetts
$9.92M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17M
3
GF
Gerstein Fisher
New York
$21.4M
4
VF
Virtu Financial
New York
$10.2M
5
USAA
United Services Automobile Association
Texas
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
26
United Services Automobile Association
Texas
$16.2M -$10.7M -430,032 -40%
WKKFT
27
W.K. Kellogg Foundation Trust
Michigan
$15.2M – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14.9M +$1.31M +52,742 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$14.5M +$3.34M +134,162 +30%
SB
30
Suntrust Banks
Georgia
$14.3M +$2.02M +81,352 +17%
Axa
31
Axa
France
$13.5M – – –
Stifel Financial
32
Stifel Financial
Missouri
$12.2M +$12.2M +490,767 New
GMA
33
Goldstein Munger & Associates
California
$12M +$599K +24,060 +5%
HNB
34
Huntington National Bank
Ohio
$10.8M -$8.36M – –
Invesco
35
Invesco
Georgia
$10.7M -$5.06M -203,281 -32%
BIM
36
BlackRock Investment Management
Delaware
$10.6M +$1.46M +58,774 +16%
VF
37
Virtu Financial
New York
$10.2M -$13.5M -542,300 -57%
SIC
38
Schwartz Investment Counsel
Michigan
$10.2M – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$9.94M +$1.8M +72,424 +22%
EIM
40
Emerson Investment Management
Massachusetts
$9.92M +$9.79M +393,329 +7,333%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.86M -$4.2M -168,709 -30%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$9.52M – – –
GOCM
43
Grey Owl Capital Management
Virginia
$9.29M +$22K +885 +0.2%
JIP
44
Jaffetilchin Investment Partners
Florida
$9.18M -$5.65K -227 -0.1%
PCA
45
Personal Capital Advisors
California
$9.09M +$3.78M +151,759 +71%
CS
46
Credit Suisse
Switzerland
$9.07M -$2.44M -97,947 -21%
Northern Trust
47
Northern Trust
Illinois
$8.9M -$797K -32,043 -8%
RP
48
Reinhart Partners
Wisconsin
$7.85M +$153K +6,150 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$7.61M -$1.49M -59,888 -16%
BAAM
50
Baker Avenue Asset Management
California
$7.44M -$940K -38,107 -11%
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