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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 %
FM
51
Foster & Motley
Ohio
$7.34M +$342K +13,758 +5%
TWM
52
Tanglewood Wealth Management
Texas
$6.24M +$50.5K +2,031 +0.8%
SE
53
Summit Equities
New Jersey
$5.85M +$5.85M +235,124 New
JFA
54
JNBA Financial Advisors
Minnesota
$5.73M +$142K +5,719 +3%
AII
55
AGF Investments Inc
Ontario, Canada
$5.67M -$573K -23,050 -9%
QAM
56
QCI Asset Management
New York
$5.66M +$181K +7,265 +3%
GI
57
Gradient Investments
Minnesota
$5.31M +$1M +40,254 +23%
BF
58
BOK Financial
Oklahoma
$5.17M -$376K -15,117 -7%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$5.08M +$5.08M +203,281 New
BI
60
Braeside Investments
Texas
$4.91M -$211K -8,490 -4%
BTS
61
BB&T Securities
Virginia
$4.78M -$563K -2,262 -11%
SIC
62
Sigma Investment Counselors
Michigan
$4.75M +$114K +4,575 +2%
EC
63
Estate Counselors
Wisconsin
$4.73M +$1.37M +55,250 +41%
Lazard Asset Management
64
Lazard Asset Management
New York
$4.68M +$4.68M +187,988 New
VCM
65
Vigilant Capital Management
Maine
$4.64M +$117K +4,719 +3%
SBH
66
Segall Bryant & Hamill
Illinois
$4.63M -$92.4K -3,713 -2%
AAM
67
Augustine Asset Management
Florida
$4.45M -$647K -26,005 -13%
WRTC
68
Wind River Trust Company
Wyoming
$4.42M -$379K -15,219 -8%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$4.16M +$1.16M +46,464 +38%
TCT
70
TIAA CREF Trust
Missouri
$4.15M -$172K -6,907 -4%
AI
71
Atria Investments
North Carolina
$4.15M -$635K -25,514 -13%
BOS
72
Bingham Osborn & Scarborough
California
$4.07M +$444K +17,855 +12%
AIG
73
American International Group
New York
$4.01M +$346K +13,906 +9%
CB
74
Commerce Bank
Missouri
$3.96M -$90.4K -3,635 -2%
FT
75
Fiduciary Trust
Massachusetts
$3.86M -$26.9K -1,080 -0.7%
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