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iShares Gold Trust
IAU

Overview Fund Activity

359 hedge funds and large institutions have $2.86B invested in iShares Gold Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 111 increasing their positions, 119 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
-13
Holders Change %
-3.49%
% of All Funds
10.42%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
16
Increased
111
Reduced
119
Closed
25
Calls
$38.3M
Puts
$6.78M
Net Calls
+$31.5M
Net Calls Change
+$20.6M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.96M
3
U
3
UBS
Switzerland
$49.5M
4
RBC
4
Ronald Blue & Co
Georgia
$239M
5
BG
5
BlackRock Group
United Kingdom
$51.2M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
MB
2
Mizuho Bank
Japan
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$647M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$105M
5
HNB
5
Huntington National Bank
Ohio
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$1.11M +$136K +5,807 +14%
LPC
127
Loeb Partners Corp
New York
$1.1M – – –
RJFSA
128
Raymond James Financial Services Advisors
Florida
$1.08M +$59.5K +2,542 +6%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$1.08M +$138K +5,900 +15%
AAM
130
American Asset Management
Florida
$1.07M – – –
CT
131
CMT Trading
Illinois
$1.02M +$1.02M +43,655 New
CWA
132
Constellation Wealth Advisors
New York
$994K – – –
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$992K -$27.3K -1,165 -3%
SCI
134
S&CO Inc
Massachusetts
$978K – – –
MIS
135
Morningstar Investment Services
Illinois
$968K +$99.2K +4,237 +11%
BRM
136
Boston Research & Management
Massachusetts
$952K -$20.8K -890 -2%
BOTW
137
Bank of the West
California
$940K – – –
OC
138
Oppenheimer & Co
New York
$915K -$123K -5,239 -12%
NFG
139
Noven Financial Group
Colorado
$914K +$383K +16,363 +72%
NPC
140
National Planning Corporation
California
$910K +$133K +5,747 +17%
EWM
141
Evercore Wealth Management
New York
$878K -$246K -10,500 -22%
FTUS
142
Flow Traders U.S.
New York
$864K +$666K +28,470 +336%
SC
143
Scotia Capital
Ontario, Canada
$856K +$599K +25,887 +234%
MIAN
144
Mariner Independent Advisor Network
Kansas
$854K +$854K +36,491 New
CWM
145
Concert Wealth Management
California
$825K +$4.99K +211 +0.6%
Barclays
146
Barclays
United Kingdom
$814K -$201K -9,115 -20%
CNB
147
City National Bank
California
$807K -$45.1K -1,926 -5%
V
148
Veritable
Delaware
$807K +$269K +11,489 +50%
OPTFSNA
149
Old Point Trust & Financial Services N A
Virginia
$770K -$250K -10,700 -25%
JWBC
150
J.W. Burns & Co
New York
$765K -$76.5K -3,272 -9%
4 5
6
7 8