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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 %
ALA
176
Atherton Lane Advisers
California
$579K +$579K +22,465 New
PC
177
Permanens Capital
New York
$574K +$574K +22,300 New
SSB
178
Sandy Spring Bank
Maryland
$571K +$323K +12,541 +130%
WS
179
Wedbush Securities
California
$563K -$23.3K -904 -4%
WTNA
180
Wilmington Trust National Association
Delaware
$552K +$268K +10,388 +94%
VAS
181
Valicenti Advisory Services
New York
$551K – – –
MFS
182
MSI Financial Services
Massachusetts
$522K -$337K -13,063 -39%
NCM
183
Narwhal Capital Management
Georgia
$522K +$55.4K +2,150 +12%
SMC
184
Smith, Moore & Co
Missouri
$516K +$2.04K +79 +0.4%
Bessemer Group
185
Bessemer Group
New Jersey
$516K +$84.9K +3,300 +20%
CL
186
Choreo LLC
Illinois
$512K +$34.4K +1,337 +7%
CTA
187
Colonial Trust Advisors
South Carolina
$488K -$36.7K -1,425 -7%
CCM
188
Covington Capital Management
California
$486K -$9.58K -375 -2%
RHJA
189
Rice Hall James & Associates
California
$483K +$5.16K +200 +1%
CHAM
190
Clear Harbor Asset Management
Connecticut
$474K +$13.5K +525 +3%
BFA
191
Bragg Financial Advisors
North Carolina
$473K – – –
FAAS
192
First Allied Advisory Services
California
$462K -$169K -6,515 -27%
SWP
193
Stratos Wealth Partners
Ohio
$438K +$438K +16,867 New
ACP
194
Aviance Capital Partners
Florida
$433K – – –
SYBT
195
Stock Yards Bank & Trust
Kentucky
$431K +$5.72K +222 +1%
AF
196
Aldebaran Financial
$421K +$421K +1,645 New
FWIA
197
Fort Washington Investment Advisors
Ohio
$420K +$53.6K +2,080 +15%
CWM
198
Cranbrook Wealth Management
Michigan
$418K – – –
TFCP
199
Twin Focus Capital Partners
Massachusetts
$398K – – –
ICAS
200
Investors Capital Advisory Services
Massachusetts
$394K -$11.4K -442 -3%
6 7
8
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