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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
1
Bank of Montreal
Ontario, Canada
$9.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.96M
3
U
3
UBS
Switzerland
$49.5M
4
RBC
4
Ronald Blue & Co
Georgia
$239M
5
BG
5
BlackRock Group
United Kingdom
$51.2M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
MB
2
Mizuho Bank
Japan
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$647M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$105M
5
HNB
5
Huntington National Bank
Ohio
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$647M -$22.7M -963,561 -3%
RBC
2
Ronald Blue & Co
Georgia
$239M +$6.88M +294,178 +3%
Bank of America
3
Bank of America
North Carolina
$202M -$197K -8,431 -0.1%
BA
4
BlackRock Advisors
Delaware
$176M -$4.37M -186,772 -2%
BIT
5
BlackRock Institutional Trust
California
$144M – – –
IVA
6
International Value Advisers
$127M +$1.75M +74,935 +1%
Morgan Stanley
7
Morgan Stanley
New York
$121M +$1.98M +84,432 +2%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$105M -$17.6M -750,000 -14%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$94M +$608K +25,999 +0.7%
Wells Fargo
10
Wells Fargo
California
$80.8M -$2.04M -87,050 -2%
BG
11
BlackRock Group
United Kingdom
$51.2M +$5.83M +249,164 +13%
U
12
UBS
Switzerland
$49.5M +$7.22M +308,642 +17%
CWA
13
Convergent Wealth Advisors
Maryland
$36.2M +$107K +4,552 +0.3%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$26.7M -$6.62M -282,707 -20%
AIS
15
American Investment Services
Massachusetts
$26.6M +$712K +30,420 +3%
LPL Financial
16
LPL Financial
California
$22.8M -$1.53M -65,153 -6%
GF
17
Gerstein Fisher
New York
$19.4M -$3.02M -129,197 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$18.7M +$74.6K +3,188 +0.4%
GC
19
Gibson Capital
Pennsylvania
$18.6M -$71K -3,036 -0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.6M +$116K +4,970 +0.7%
IC
21
Iconiq Capital
California
$17.4M -$334K -14,276 -2%
Goldman Sachs
22
Goldman Sachs
New York
$16.4M +$2.02M +86,119 +14%
PCA
23
Personal Capital Advisors
California
$15.8M +$4.07M +173,850 +35%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$15.8M +$234K +9,997 +2%
WKKFT
25
W.K. Kellogg Foundation Trust
Michigan
$14.3M – – –
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