IAU icon

iShares Gold Trust
IAU

Overview Fund Activity

362 hedge funds and large institutions have $3.07B invested in iShares Gold Trust in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+13
Holders Change %
+3.72%
% of All Funds
10.46%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.75%
New
42
Increased
101
Reduced
129
Closed
28
Calls
$19.2M
Puts
$9.1M
Net Calls
+$10.1M
Net Calls Change
-$6.16M

Top Buyers

1
RBC
Ronald Blue & Co
Georgia
$236M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$69.6M
3
BA
BlackRock Advisors
Delaware
$193M
4
WIM
Windhaven Investment Management
Massachusetts
$660M
5
EIM
Emerson Investment Management
Massachusetts
$9.92M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$16.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17M
3
GF
Gerstein Fisher
New York
$21.4M
4
VF
Virtu Financial
New York
$10.2M
5
USAA
United Services Automobile Association
Texas
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$660M +$9.94M +396,702 +2%
RBC
2
Ronald Blue & Co
Georgia
$236M +$25.6M +1,029,444 +12%
Bank of America
3
Bank of America
North Carolina
$202M +$6.54M +262,896 +3%
BA
4
BlackRock Advisors
Delaware
$193M +$15.7M +629,695 +9%
BIT
5
BlackRock Institutional Trust
California
$153M – – –
Morgan Stanley
6
Morgan Stanley
New York
$132M -$4.52M -181,585 -3%
SONJCPFE
7
State of New Jersey Common Pension Fund E
New Jersey
$131M -$1.95M -78,200 -1%
IVA
8
International Value Advisers
$129M -$2.96M -119,155 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$99.5M -$6.29M -252,661 -6%
Wells Fargo
10
Wells Fargo
California
$93M +$6.29M +252,617 +7%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$69.6M +$17.7M +710,783 +34%
BG
12
BlackRock Group
United Kingdom
$46.8M +$6.17M +247,877 +15%
U
13
UBS
Switzerland
$39.1M +$2.16M +86,647 +6%
CWA
14
Convergent Wealth Advisors
Maryland
$39.1M +$1.32M +52,963 +3%
TD Asset Management
15
TD Asset Management
Ontario, Canada
$36.4M -$454K -18,250 -1%
AIS
16
American Investment Services
Massachusetts
$27.1M +$1.19M +47,978 +5%
BFA
17
Beaumont Financial Advisors
Massachusetts
$26.3M +$5.85M +234,945 +29%
LPL Financial
18
LPL Financial
California
$25M -$1.43M -57,605 -5%
MB
19
Mizuho Bank
Japan
$24.9M – – –
GF
20
Gerstein Fisher
New York
$21.4M -$14.1M -565,598 -40%
GC
21
Gibson Capital
Pennsylvania
$18.7M +$5.98M +240,279 +47%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.1M +$5.33M +214,150 +42%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17M -$15.6M -627,859 -48%
IC
24
Iconiq Capital
California
$16.9M -$2M -80,375 -11%
Goldman Sachs
25
Goldman Sachs
New York
$16.4M -$20.5M -824,535 -56%
1
2 3 4 5