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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 %
M&T Bank
151
M&T Bank
New York
$988K – – –
MIS
152
Morningstar Investment Services
Illinois
$956K +$127K +4,927 +15%
CNB
153
City National Bank
California
$938K +$276K +10,696 +42%
JWBC
154
J.W. Burns & Co
New York
$927K -$75.8K -2,940 -8%
NPC
155
National Planning Corporation
California
$868K +$36K +1,398 +4%
CWM
156
Concert Wealth Management
California
$836K +$464K +19,270 +125%
BFM
157
Boston Financial Management
Massachusetts
$830K -$20.9K -812 -2%
CA
158
Cambridge Associates
Massachusetts
$829K – – –
BA
159
Bridgewater Advisors
New York
$754K – – –
AC
160
AFAM Capital
Texas
$746K +$746K +28,955 New
SC
161
Stratford Consulting
Texas
$717K – – –
CS
162
Comerica Securities
Michigan
$711K +$51K +1,978 +8%
HFS
163
HL Financial Services
Kentucky
$705K -$2.06K -80 -0.3%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$703K -$1.62K -63 -0.2%
HB
165
Homrich & Berg
Georgia
$690K – – –
PHIMC
166
Private Harbour Investment Management & Counsel
Ohio
$678K – – –
RFS
167
Rockefeller Financial Services
New York
$656K -$19.7K -763 -3%
TYCC
168
Texas Yale Capital Corp
Florida
$618K – – –
ST
169
Spinnaker Trust
Maine
$608K -$567K -22,000 -48%
Jane Street
170
Jane Street
New York
$599K -$130K -5,037 -18%
CT
171
Cambridge Trust
Massachusetts
$596K -$6.44K -250 -1%
V
172
Veritable
Delaware
$593K +$334K +12,974 +129%
PNC
173
Park National Corp
Ohio
$591K +$36.8K +1,429 +7%
PCM
174
Parsons Capital Management
Rhode Island
$590K -$2.58K -100 -0.4%
NFG
175
Noven Financial Group
Colorado
$585K +$208K +8,058 +55%
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7
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