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iShares Gold Trust
IAU

348 hedge funds and large institutions have $3.04B invested in iShares Gold Trust in 2013 Q2 according to their latest regulatory filings, with 348 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.95% more ownership

Funds ownership: 0% → 20.95% (+21%)

12% more call options, than puts

Call options by funds: $5.5M | Put options by funds: $4.9M

Holders
348
Holders Change
+348
Holders Change %
–
% of All Funds
11.36%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
348
Increased
–
Reduced
–
Closed
–
Calls
$5.5M
Puts
$4.9M
Net Calls
+$599K
Net Calls Change
+$599K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$496M +$586M +21,268,404 New
Bank of America
2
Bank of America
North Carolina
$269M +$308M +11,197,676 New
BA
3
BlackRock Advisors
Delaware
$171M +$196M +7,115,985 New
RBC
4
Ronald Blue & Co
Georgia
$163M +$187M +6,804,667 New
Wells Fargo
5
Wells Fargo
California
$149M +$171M +6,223,177 New
BIT
6
BlackRock Institutional Trust
California
$147M +$169M +6,135,860 New
IVA
7
International Value Advisers
$140M +$161M +5,839,036 New
Morgan Stanley
8
Morgan Stanley
New York
$137M +$158M +5,731,400 New
SONJCPFE
9
State of New Jersey Common Pension Fund E
New Jersey
$128M +$147M +5,328,200 New
JP Morgan Chase
10
JP Morgan Chase
New York
$103M +$118M +4,304,134 New
U
11
UBS
Switzerland
$72.8M +$83.5M +3,033,942 New
JA
12
JOYN Advisors
Georgia
$39.6M – – –
BG
13
BlackRock Group
United Kingdom
$36.8M +$42.3M +1,536,439 New
TD Asset Management
14
TD Asset Management
Ontario, Canada
$36.7M +$42.1M +1,528,700 New
MB
15
Mizuho Bank
Japan
$32.6M +$37.4M +1,360,000 New
LPL Financial
16
LPL Financial
California
$30.9M +$35.5M +1,289,941 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$29.2M +$33.5M +1,216,981 New
USAA
18
United Services Automobile Association
Texas
$27.8M +$31.9M +1,160,000 New
BFA
19
Beaumont Financial Advisors
Massachusetts
$25M +$28.7M +1,041,922 New
Northern Trust
20
Northern Trust
Illinois
$23.1M +$26.5M +963,705 New
State Street
21
State Street
Massachusetts
$22.5M +$25.8M +938,750 New
AAM
22
American Asset Management
Florida
$20.7M +$23.8M +865,234 New
CNB
23
City National Bank
California
$20.7M +$23.7M +862,578 New
CB
24
Commerce Bank
Missouri
$19.3M +$17.1M +622,754 New
Ohio Public Employees Retirement System (OPERS)
25
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2M +$22M +799,001 New
1
2 3 4 5

IAU Hedge Fund Activity: Q2 2013 in Review

348 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2013, worth a combined $3.04B.

Buyers outnumbered sellers: 348 funds opened new IAU positions and 0 closed out — a net gain of 348 holders — while 0 added to existing stakes and 0 trimmed.

  • 348 institutional investors held iShares Gold Trust (IAU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.04B of iShares Gold Trust stock for Q2 2013.
  • 348 funds opened new iShares Gold Trust positions in Q2 2013 and 0 closed out, a net change of +348 holders.

Based on aggregated 13F filings for Q2 2013.