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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 %
SI
126
SII Investments
Wisconsin
$1.6M -$10.6K -440 -0.7%
WF
127
Welch & Forbes
Massachusetts
$1.56M -$14.6K -587 -0.9%
PMFA
128
Plante Moran Financial Advisors
Michigan
$1.55M -$132K -5,297 -8%
CMO
129
Covenant Multifamily Offices
Texas
$1.42M -$3.72M -149,550 -72%
MAS
130
Madden Advisory Services
Florida
$1.35M +$220K +8,835 +19%
WA
131
WealthTrust-Arizona
Arizona
$1.35M +$38.1K +1,529 +3%
FPCP
132
Fort Point Capital Partners
California
$1.33M -$72.3K -2,907 -5%
FIM
133
Freedom Investment Management
Connecticut
$1.32M +$332K +13,353 +34%
WT
134
Wilmington Trust
Delaware
$1.27M +$45.8K +1,840 +4%
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M -$151K -6,090 -11%
LPC
136
Loeb Partners Corp
New York
$1.17M – – –
AAM
137
American Asset Management
Florida
$1.16M -$226K -9,090 -16%
ST
138
Spinnaker Trust
Maine
$1.13M – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$1.12M -$362K -14,534 -24%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$1.12M -$5.03K -202 -0.4%
EAM
141
Evanson Asset Management
California
$1.12M +$1.32K +53 +0.1%
OPTFSNA
142
Old Point Trust & Financial Services N A
Virginia
$1.12M – – –
Neuberger Berman Group
143
Neuberger Berman Group
New York
$1.07M +$79.8K +3,208 +8%
CWA
144
Constellation Wealth Advisors
New York
$1.06M – – –
BRM
145
Boston Research & Management
Massachusetts
$1.04M -$25.2K -1,015 -2%
SCI
146
S&CO Inc
Massachusetts
$1.04M – – –
DIA
147
Denver Investment Advisors
Colorado
$1.02M -$32.7K -1,315 -3%
BOTW
148
Bank of the West
California
$1M – – –
BJ
149
BlackRock Japan
Japan
$976K +$284K +11,395 +41%
JWBC
150
J.W. Burns & Co
New York
$968K -$15K -605 -2%
4 5
6
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