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iShares Gold Trust
IAU

Overview Fund Activity

349 hedge funds and large institutions have $2.84B invested in iShares Gold Trust in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 149 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+5
Holders Change %
+1.45%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.67%
New
59
Increased
73
Reduced
149
Closed
48
Calls
$30.2M
Puts
$14M
Net Calls
+$16.2M
Net Calls Change
+$22.6M

Top Buyers

1
CWA
1
Convergent Wealth Advisors
Maryland
$35.4M
2
VF
2
Virtu Financial
New York
$22.3M
3
GF
3
Gerstein Fisher
New York
$33.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Wells Fargo
2
Wells Fargo
California
$81.4M
3
WIM
3
Windhaven Investment Management
Massachusetts
$606M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$48.8M
5
BTS
5
BB&T Securities
Virginia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
176
Cambridge Trust
Massachusetts
$523K -$23.4K -1,001 -4%
TFO
177
Tarbox Family Office
California
$514K +$514K +22,000 New
ACM
178
Avalon Capital Management
California
$512K +$512K +21,900 New
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$505K -$21.3K -913 -4%
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$502K +$502K +21,492 New
VAS
181
Valicenti Advisory Services
New York
$500K -$1.1M -47,100 -69%
CTA
182
Colonial Trust Advisors
South Carolina
$488K -$254K -10,882 -34%
FTUS
183
Flow Traders U.S.
New York
$475K +$164K +7,020 +53%
NPC
184
National Planning Corporation
California
$461K +$38.1K +1,629 +9%
Group One Trading
185
Group One Trading
Illinois
$455K +$455K +19,466 New
RHJA
186
Rice Hall James & Associates
California
$433K – – –
BFA
187
Bragg Financial Advisors
North Carolina
$432K – – –
B
188
Bellecapital
Switzerland
$430K +$430K +18,411 New
CHAM
189
Clear Harbor Asset Management
Connecticut
$416K -$71.2K -3,047 -15%
Creative Planning
190
Creative Planning
Kansas
$416K +$26.6K +1,136 +7%
CAW
191
Cornerstone Advisors (Washington)
Washington
$409K – – –
Franklin Resources
192
Franklin Resources
California
$407K -$58.4K -2,500 -13%
ICAS
193
Investors Capital Advisory Services
Massachusetts
$403K -$3.03K -130 -0.7%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$394K -$29.5K -1,262 -7%
NCM
195
Narwhal Capital Management
Georgia
$393K -$614K -26,275 -61%
ACP
196
Aviance Capital Partners
Florida
$393K +$234K +10,000 +147%
AHS
197
Aspiriant Holdings S3
California
$379K +$15.4K +659 +4%
CWM
198
Cranbrook Wealth Management
Michigan
$379K +$379K +16,216 New
CWM
199
Concert Wealth Management
California
$374K -$5.71K -241 -2%
CLOS
200
Compagnie Lombard Odier SCmA
Switzerland
$361K +$361K +15,440 New
6 7
8
9 10