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iShares Gold Trust
IAU

Overview Fund Activity

349 hedge funds and large institutions have $2.84B invested in iShares Gold Trust in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 149 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+5
Holders Change %
+1.45%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.67%
New
59
Increased
73
Reduced
149
Closed
48
Calls
$30.2M
Puts
$14M
Net Calls
+$16.2M
Net Calls Change
+$22.6M

Top Buyers

1
CWA
1
Convergent Wealth Advisors
Maryland
$35.4M
2
VF
2
Virtu Financial
New York
$22.3M
3
GF
3
Gerstein Fisher
New York
$33.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Wells Fargo
2
Wells Fargo
California
$81.4M
3
WIM
3
Windhaven Investment Management
Massachusetts
$606M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$48.8M
5
BTS
5
BB&T Securities
Virginia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tanglewood Wealth Management
Texas
$5.81M +$5.81M +248,799 New
JFA
52
JNBA Financial Advisors
Minnesota
$5.25M -$1.14M -48,948 -18%
BF
53
BOK Financial
Oklahoma
$5.21M -$2.18M -93,479 -30%
QAM
54
QCI Asset Management
New York
$5.15M +$349K +14,921 +7%
BTS
55
BB&T Securities
Virginia
$5.02M -$18.9M -80,989 -79%
PCA
56
Personal Capital Advisors
California
$4.99M +$4.99M +213,640 New
CMO
57
Covenant Multifamily Offices
Texas
$4.83M +$4.83M +206,759 New
BI
58
Braeside Investments
Texas
$4.81M -$179K -7,672 -4%
AAM
59
Augustine Asset Management
Florida
$4.79M +$4.79M +204,948 New
Citigroup
60
Citigroup
New York
$4.63M -$2.26M -96,865 -33%
WRTC
61
Wind River Trust Company
Wyoming
$4.5M +$281K +12,016 +7%
AI
62
Atria Investments
North Carolina
$4.49M +$42.9K +1,837 +1%
SBH
63
Segall Bryant & Hamill
Illinois
$4.44M -$376K -16,079 -8%
SIC
64
Sigma Investment Counselors
Michigan
$4.35M -$41.5K -1,775 -0.9%
VCM
65
Vigilant Capital Management
Maine
$4.24M +$2.08M +89,249 +97%
TCT
66
TIAA CREF Trust
Missouri
$4.06M -$1.08M -46,113 -21%
GI
67
Gradient Investments
Minnesota
$4.05M +$815K +34,901 +25%
FAAM
68
First Allied Asset Management
California
$3.91M +$3.91M +166,883 New
CB
69
Commerce Bank
Missouri
$3.8M -$800K -34,257 -17%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.73M +$3.21M +137,522 +623%
FT
71
Fiduciary Trust
Massachusetts
$3.65M +$3.4M +145,431 +1,328%
B
72
Baird
Wisconsin
$3.5M -$1.67M -71,336 -32%
AIG
73
American International Group
New York
$3.44M -$79.8K -3,417 -2%
MWM
74
Modera Wealth Management
New Jersey
$3.43M +$393K +16,843 +13%
BOS
75
Bingham Osborn & Scarborough
California
$3.4M +$410K +17,571 +14%
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3
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