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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 %
PHS
201
Pekin Hardy Strauss
Illinois
$331K – – –
HSBC Holdings
202
HSBC Holdings
United Kingdom
$326K – – –
AF
203
Aldebaran Financial
$318K -$63.8K -275 -17%
SCM
204
Silver Capital Management
New York
$314K – – –
AFG
205
Arkansas Financial Group
Arkansas
$305K – – –
BAS
206
Brown Advisory Securities
Maryland
$303K +$18.7K +798 +7%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$301K -$9.81K -419 -3%
FA
208
FDx Advisors
Illinois
$301K -$6.54K -279 -2%
IC
209
Inverness Counsel
New York
$298K -$328K – –
FCI
210
Financial Counselors Inc
Kansas
$292K +$15.8K +675 +6%
CMP
211
Courage Miller Partners
Virginia
$288K -$9.15K -391 -3%
AIA
212
Arbor Investment Advisors
North Carolina
$287K – – –
BWM
213
Braver Wealth Management
Massachusetts
$283K -$20.9K -894 -7%
LNC
214
Lincoln National Corp
Pennsylvania
$282K +$9.94K +425 +4%
IH
215
IFC Holdings
Florida
$277K -$77.5K -3,335 -22%
FTIOP
216
Fiduciary Trust International of Pennsylvania
Pennsylvania
$275K +$8.2K +350 +3%
TCM
217
Telos Capital Management
California
$274K +$74K +3,163 +37%
SI
218
Stephens Inc
Arkansas
$266K +$515 +22 +0.2%
ICOA
219
Investment Centers of America
North Dakota
$266K +$41.4K +1,760 +18%
UAS
220
United Asset Strategies
New York
$265K -$12.6K -538 -5%
TMAM
221
Tokio Marine Asset Management
Japan
$257K – – –
Creative Planning
222
Creative Planning
Kansas
$254K +$31.5K +1,350 +14%
ITIM
223
Indiana Trust & Investment Management
Indiana
$253K -$16.2K -689 -6%
CCG
224
Chatham Capital Group
Georgia
$252K +$252K +10,750 New
Jane Street
225
Jane Street
New York
$251K -$294K -12,549 -54%
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