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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 %
Goldman Sachs
26
Goldman Sachs
New York
$15.8M -$1.16M -45,045 -7%
BTS
27
BB&T Securities
Virginia
$15.8M +$10.8M +42,069 +219%
WKKFT
28
W.K. Kellogg Foundation Trust
Michigan
$15.7M – – –
SB
29
Suntrust Banks
Georgia
$14.5M -$301K -11,688 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$14.3M -$1.08M -41,887 -7%
Axa
31
Axa
France
$14M – – –
BIM
32
BlackRock Investment Management
Delaware
$13.8M +$2.83M +110,045 +26%
PCA
33
Personal Capital Advisors
California
$12.9M +$3.51M +136,136 +37%
BFA
34
Beaumont Financial Advisors
Massachusetts
$12.7M -$14.5M -562,780 -53%
GMA
35
Goldstein Munger & Associates
California
$12.7M +$273K +10,589 +2%
Stifel Financial
36
Stifel Financial
Missouri
$12.3M -$357K -13,842 -3%
Invesco
37
Invesco
Georgia
$11.5M +$408K +15,850 +4%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$826K +32,046 +8%
HNB
39
Huntington National Bank
Ohio
$11M -$10.8M – –
CS
40
Credit Suisse
Switzerland
$10.7M +$1.36M +52,756 +14%
SIC
41
Schwartz Investment Counsel
Michigan
$10.5M +$9.02K +350 +0.1%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$10.5M -$61.6M -2,389,471 -85%
EIM
43
Emerson Investment Management
Massachusetts
$10.4M +$167K +6,500 +2%
Northern Trust
44
Northern Trust
Illinois
$9.89M +$678K +26,301 +7%
JIP
45
Jaffetilchin Investment Partners
Florida
$9.49M -$21.3K -825 -0.2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$8.58M -$1.71M -66,428 -17%
RP
47
Reinhart Partners
Wisconsin
$7.86M -$265K -10,300 -3%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$7.78M +$7.12M +276,532 +1,089%
GOCM
49
Grey Owl Capital Management
Virginia
$7.71M -$1.91M -74,012 -20%
BAAM
50
Baker Avenue Asset Management
California
$7.55M -$207K -8,020 -3%
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