IAU icon

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 %
FPCP
126
Fort Point Capital Partners
California
$1.49M +$109K +4,226 +8%
CC
127
Cadinha & Co
Hawaii
$1.47M +$541K +20,995 +58%
WT
128
Wilmington Trust
Delaware
$1.42M +$106K +4,133 +8%
FIM
129
Freedom Investment Management
Connecticut
$1.35M -$16.6K -645 -1%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.35M +$184K +7,133 +16%
DIA
131
Denver Investment Advisors
Colorado
$1.34M +$284K +11,009 +27%
EAM
132
Evanson Asset Management
California
$1.33M +$170K +6,584 +15%
DCM
133
Dialectic Capital Management
Connecticut
$1.29M -$1.18M -45,990 -48%
EWM
134
Evercore Wealth Management
New York
$1.24M -$562K -21,827 -31%
BJ
135
BlackRock Japan
Japan
$1.24M +$224K +8,704 +22%
LPC
136
Loeb Partners Corp
New York
$1.21M – – –
AAM
137
American Asset Management
Florida
$1.18M -$28K -1,085 -2%
OC
138
Oppenheimer & Co
New York
$1.14M -$708K -27,450 -38%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$1.12M -$37.7K -1,465 -3%
OPTFSNA
140
Old Point Trust & Financial Services N A
Virginia
$1.12M -$33.5K -1,300 -3%
CCWA
141
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M -$136K -5,281 -11%
Barclays
142
Barclays
United Kingdom
$1.11M +$341K +14,194 +44%
CAW
143
Cornerstone Advisors (Washington)
Washington
$1.1M +$646K +25,084 +143%
CWA
144
Constellation Wealth Advisors
New York
$1.1M – – –
CAN
145
Cetera Advisor Networks
California
$1.08M +$113K +4,397 +12%
SCI
146
S&CO Inc
Massachusetts
$1.08M – – –
BRM
147
Boston Research & Management
Massachusetts
$1.07M -$7.21K -280 -0.7%
PPA
148
Parametric Portfolio Associates
Washington
$1.05M +$196K +7,597 +23%
BOTW
149
Bank of the West
California
$1.03M – – –
Neuberger Berman Group
150
Neuberger Berman Group
New York
$1.03M -$77.9K -3,025 -7%
4 5
6
7 8