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iShares Gold Trust
IAU

348 hedge funds and large institutions have $3.04B invested in iShares Gold Trust in 2013 Q2 according to their latest regulatory filings, with 348 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.95% more ownership

Funds ownership: 0% → 20.95% (+21%)

12% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $4.9M

Holders
348
Holders Change
+348
Holders Change %
–
% of All Funds
11.36%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
348
Increased
–
Reduced
–
Closed
–
Calls
$5.5M
Puts
$4.9M
Net Calls
+$599K
Net Calls Change
+$599K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
101
Convergent Wealth Advisors
Maryland
$2.45M +$2.81M +102,126 New
Cohen & Steers
102
Cohen & Steers
New York
$2.4M +$2.75M +100,000 New
FSC
103
Fiduciary Services Corp
Georgia
$2.36M +$2.71M +98,513 New
NB
104
NBT Bank
New York
$2.33M +$2.68M +97,388 New
WF
105
Welch & Forbes
Massachusetts
$2.3M +$2.64M +95,790 New
HC
106
HHG & Company
Connecticut
$2.25M +$2.58M +93,729 New
MWM
107
Modera Wealth Management
New Jersey
$2.25M +$2.58M +93,731 New
SAM
108
SignalPoint Asset Management
Missouri
$2.23M +$2.56M +93,171 New
VCM
109
Vigilant Capital Management
Maine
$2.2M +$2.52M +91,576 New
OC
110
Oppenheimer & Co
New York
$2.19M +$2.51M +91,204 New
Ameriprise
111
Ameriprise
Minnesota
$2.17M +$2.49M +90,385 New
PP
112
Palladium Partners
Virginia
$2.09M +$2.4M +87,010 New
TCCM
113
Timber Creek Capital Management
Massachusetts
$2.06M +$2.37M +85,908 New
HCM
114
Howland Capital Management
Massachusetts
$2.03M +$2.33M +84,635 New
IH
115
IFC Holdings
Florida
$2.02M +$2.32M +84,133 New
Comerica Bank
116
Comerica Bank
Texas
$2.01M +$2.31M +83,828 New
GI
117
Gradient Investments
Minnesota
$1.9M +$2.19M +79,373 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.84M +$2.12M +76,899 New
Neuberger Berman Group
119
Neuberger Berman Group
New York
$1.83M +$2.11M +76,475 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$1.83M +$2.1M +76,206 New
AA
121
Alesco Advisors
New York
$1.82M +$2.09M +75,813 New
CCMG
122
Clark Capital Management Group
Pennsylvania
$1.74M +$2M +72,650 New
ST
123
Spinnaker Trust
Maine
$1.72M +$1.97M +71,532 New
VAS
124
Valicenti Advisory Services
New York
$1.68M +$1.93M +70,212 New
HCM
125
Harvest Capital Management
New Hampshire
$1.65M +$1.89M +68,705 New
3 4
5
6 7

IAU Hedge Fund Activity: Q2 2013 in Review

348 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2013, worth a combined $3.04B.

Buyers outnumbered sellers: 348 funds opened new IAU positions and 0 closed out — a net gain of 348 holders — while 0 added to existing stakes and 0 trimmed.

  • 348 institutional investors held iShares Gold Trust (IAU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.04B of iShares Gold Trust stock for Q2 2013.
  • 348 funds opened new iShares Gold Trust positions in Q2 2013 and 0 closed out, a net change of +348 holders.

Based on aggregated 13F filings for Q2 2013.