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

Top Sellers

1
VF
Virtu Financial
New York
$0
2
MB
Mizuho Bank
Japan
$0
3
WIM
Windhaven Investment Management
Massachusetts
$647M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$105M
5
HNB
Huntington National Bank
Ohio
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
176
Wedbush Securities
California
$486K -$25.6K -1,093 -5%
CL
177
Choreo LLC
Illinois
$465K – – –
CCM
178
Covington Capital Management
California
$457K +$11.4K +485 +3%
MFS
179
MSI Financial Services
Massachusetts
$452K -$21.6K -922 -5%
RHJA
180
Rice Hall James & Associates
California
$438K – – –
NFG
181
Next Financial Group
Texas
$437K +$115K +4,905 +36%
CC
182
Cadinha & Co
Hawaii
$430K -$904K -38,643 -68%
BFA
183
Bragg Financial Advisors
North Carolina
$428K -$1.29K -55 -0.3%
CHAM
184
Clear Harbor Asset Management
Connecticut
$426K -$4.11K -176 -1%
CTA
185
Colonial Trust Advisors
South Carolina
$411K -$31.6K -1,350 -7%
CAW
186
Cornerstone Advisors (Washington)
Washington
$410K -$588K -25,084 -59%
ACP
187
Aviance Capital Partners
Florida
$406K +$12.9K +553 +3%
KFS
188
KMS Financial Services
Washington
$404K +$56.8K +2,429 +16%
Bessemer Group
189
Bessemer Group
New Jersey
$399K -$69.7K -2,981 -15%
SYBT
190
Stock Yards Bank & Trust
Kentucky
$392K +$328 +14 +0.1%
VAS
191
Valicenti Advisory Services
New York
$387K -$114K -4,852 -23%
CWM
192
Cranbrook Wealth Management
Michigan
$379K – – –
SWP
193
Stratos Wealth Partners
Ohio
$378K -$17K -725 -4%
FWIA
194
Fort Washington Investment Advisors
Ohio
$370K -$11.7K -500 -3%
TFCP
195
Twin Focus Capital Partners
Massachusetts
$362K – – –
FAAS
196
First Allied Advisory Services
California
$353K -$67.3K -2,852 -16%
TFO
197
Tarbox Family Office
California
$351K – – –
ICAS
198
Investors Capital Advisory Services
Massachusetts
$349K -$8.36K -358 -2%
AMG
199
Asset Management Group
Connecticut
$349K -$3.23K -138 -0.9%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$335K +$330K +14,100 +6,267%
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