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iShares Gold Trust
IAU

Overview Fund Activity

349 hedge funds and large institutions have $2.84B invested in iShares Gold Trust in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 149 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+5
Holders Change %
+1.45%
% of All Funds
10.14%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.67%
New
59
Increased
73
Reduced
149
Closed
48
Calls
$30.2M
Puts
$14M
Net Calls
+$16.2M
Net Calls Change
+$22.6M

Top Buyers

1
CWA
1
Convergent Wealth Advisors
Maryland
$35.4M
2
VF
2
Virtu Financial
New York
$22.3M
3
GF
3
Gerstein Fisher
New York
$33.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.7M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$183M
2
Wells Fargo
2
Wells Fargo
California
$81.4M
3
WIM
3
Windhaven Investment Management
Massachusetts
$606M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$48.8M
5
BTS
5
BB&T Securities
Virginia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$606M -$42.7M -1,826,660 -7%
RBC
2
Ronald Blue & Co
Georgia
$198M -$4.16M -178,163 -2%
Bank of America
3
Bank of America
North Carolina
$183M -$66.7M -2,855,895 -27%
BA
4
BlackRock Advisors
Delaware
$167M +$234K +10,004 +0.1%
BIT
5
BlackRock Institutional Trust
California
$143M – – –
Morgan Stanley
6
Morgan Stanley
New York
$128M -$12.3M -525,818 -9%
SONJCPFE
7
State of New Jersey Common Pension Fund E
New Jersey
$124M – – –
IVA
8
International Value Advisers
$124M +$11.3M +484,142 +10%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$99.3M +$1.76M +75,341 +2%
Wells Fargo
10
Wells Fargo
California
$81.4M -$48.6M -2,080,373 -37%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$48.8M -$25.4M -1,085,916 -34%
BG
12
BlackRock Group
United Kingdom
$38.1M +$2.24M +95,937 +6%
CWA
13
Convergent Wealth Advisors
Maryland
$35.4M +$32.4M +1,386,221 +1,057%
U
14
UBS
Switzerland
$34.7M -$15.8M -678,206 -31%
Goldman Sachs
15
Goldman Sachs
New York
$34.7M +$15.3M +655,114 +79%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$34.6M -$2.99M -128,190 -8%
GF
17
Gerstein Fisher
New York
$33.3M +$21.2M +907,207 +175%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.6M +$11.8M +504,265 +63%
USAA
19
United Services Automobile Association
Texas
$25.2M -$4.2M -179,968 -14%
LPL Financial
20
LPL Financial
California
$24.8M -$3.26M -139,343 -12%
AIS
21
American Investment Services
Massachusetts
$24.3M +$1.73M +74,063 +8%
MB
22
Mizuho Bank
Japan
$23.4M -$8.41M -360,000 -26%
VF
23
Virtu Financial
New York
$22.3M +$22.3M +953,147 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$19.2M -$4.27M -182,904 -18%
IC
25
Iconiq Capital
California
$17.8M +$3.12M +133,698 +21%
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