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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 %
WIM
1
Windhaven Investment Management
Massachusetts
$725M +$53.2M +2,085,437 +8%
RBC
2
Ronald Blue & Co
Georgia
$255M +$10.3M +400,179 +4%
Bank of America
3
Bank of America
North Carolina
$222M +$13.7M +531,439 +7%
BA
4
BlackRock Advisors
Delaware
$198M -$1.58M -61,193 -0.8%
BIT
5
BlackRock Institutional Trust
California
$158M – – –
IVA
6
International Value Advisers
$138M +$4.56M +176,956 +3%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$135M +$135M +5,250,000 New
Morgan Stanley
8
Morgan Stanley
New York
$131M -$5.38M -208,902 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$103M -$261K -10,139 -0.3%
Wells Fargo
10
Wells Fargo
California
$91.2M -$5.1M -197,863 -5%
BG
11
BlackRock Group
United Kingdom
$50M +$1.54M +59,704 +3%
U
12
UBS
Switzerland
$46.5M +$6.07M +235,659 +15%
CWA
13
Convergent Wealth Advisors
Maryland
$39.7M -$743K -28,826 -2%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$36.7M -$921K -35,755 -2%
VF
15
Virtu Financial
New York
$31.1M +$20.5M +795,731 +194%
AIS
16
American Investment Services
Massachusetts
$28.5M +$414K +16,063 +1%
LPL Financial
17
LPL Financial
California
$26.7M +$755K +29,313 +3%
MB
18
Mizuho Bank
Japan
$25.8M – – –
GF
19
Gerstein Fisher
New York
$24.6M +$2.49M +96,531 +11%
GC
20
Gibson Capital
Pennsylvania
$20.5M +$1.21M +47,120 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.5M +$5.48M +212,602 +37%
IC
22
Iconiq Capital
California
$19.6M +$2.03M +78,744 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19.3M +$497K +19,285 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.1M -$437K -16,974 -2%
USAA
25
United Services Automobile Association
Texas
$16.7M – – –
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