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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 %
M&T Bank
151
M&T Bank
New York
$954K – – –
CAN
152
Cetera Advisor Networks
California
$932K +$154K +6,188 +20%
PPA
153
Parametric Portfolio Associates
Washington
$899K -$143K -5,300 -14%
CC
154
Cadinha & Co
Hawaii
$896K +$324K +13,032 +57%
MFS
155
MSI Financial Services
Massachusetts
$829K +$143K +5,762 +21%
BFM
156
Boston Financial Management
Massachusetts
$822K -$170K -6,838 -17%
NPC
157
National Planning Corporation
California
$808K +$315K +12,602 +64%
CA
158
Cambridge Associates
Massachusetts
$801K – – –
MIS
159
Morningstar Investment Services
Illinois
$801K +$801K +32,188 New
Barclays
160
Barclays
United Kingdom
$766K -$1.33M -55,301 -63%
CT
161
CMT Trading
Illinois
$758K +$758K +30,475 New
BA
162
Bridgewater Advisors
New York
$729K – – –
Jane Street
163
Jane Street
New York
$705K +$560K +22,485 +386%
SC
164
Stratford Consulting
Texas
$693K – – –
HFS
165
HL Financial Services
Kentucky
$683K -$20.9K -840 -3%
SCA
166
STALEY CAPITAL ADVISERS
Pennsylvania
$681K – – –
AA
167
Ancora Advisors
Ohio
$681K +$13K +522 +2%
HB
168
Homrich & Berg
Georgia
$666K -$56K -2,253 -8%
PHIMC
169
Private Harbour Investment Management & Counsel
Ohio
$655K – – –
RFS
170
Rockefeller Financial Services
New York
$653K +$9.46K +380 +1%
CNB
171
City National Bank
California
$640K -$50.6K -2,033 -7%
CS
172
Comerica Securities
Michigan
$637K +$72.3K +2,908 +13%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$632K -$326K -13,099 -34%
Creative Planning
174
Creative Planning
Kansas
$606K +$164K +6,590 +37%
FAAS
175
First Allied Advisory Services
California
$597K -$522K -21,281 -47%
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