IAU icon

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 %
AMG
201
Asset Management Group
Connecticut
$387K – – –
IH
202
IFC Holdings
Florida
$387K +$63.1K +2,486 +19%
TFO
203
Tarbox Family Office
California
$386K -$180K -7,000 -32%
KFS
204
KMS Financial Services
Washington
$382K +$27.7K +1,077 +8%
MAA
205
Managed Account Advisors
New Jersey
$382K +$382K +14,811 New
PHS
206
Pekin Hardy Strauss
Illinois
$365K – – –
HSBC Holdings
207
HSBC Holdings
United Kingdom
$359K – – –
PAS
208
Partnervest Advisory Services
California
$353K – – –
NFG
209
Next Financial Group
Texas
$350K +$350K +13,772 New
SCM
210
Silver Capital Management
New York
$345K – – –
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$342K -$133K -5,156 -28%
FA
212
FDx Advisors
Illinois
$338K +$338K +13,128 New
AFG
213
Arkansas Financial Group
Arkansas
$336K +$5.08K +197 +2%
BWM
214
Braver Wealth Management
Massachusetts
$335K +$8.64K +335 +3%
IC
215
Inverness Counsel
New York
$328K -$317K – –
CMP
216
Courage Miller Partners
Virginia
$327K +$14K +542 +4%
AIA
217
Arbor Investment Advisors
North Carolina
$316K -$23.4K -908 -7%
UCFA
218
United Capital Financial Advisors
Texas
$314K -$84.2K -3,269 -21%
BAS
219
Brown Advisory Securities
Maryland
$312K +$103K +4,000 +49%
UAS
220
United Asset Strategies
New York
$306K +$306K +11,868 New
FCI
221
Financial Counselors Inc
Kansas
$304K -$25.8K -1,000 -8%
PFM
222
Phillips Financial Management
Indiana
$304K – – –
FM
223
Family Management
New York
$303K – – –
LNC
224
Lincoln National Corp
Pennsylvania
$300K +$55.3K +2,143 +23%
ITIM
225
Indiana Trust & Investment Management
Indiana
$296K -$38K -1,475 -11%
7 8
9
10 11