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iShares Gold Trust

374 hedge funds and large institutions have $2.87B invested in iShares Gold Trust in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
9.98%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
53
Increased
80
Reduced
158
Closed
32
Calls
$37.8M
Puts
$5.06M
Net Calls
+$32.7M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$561M -$66.6M -2,911,827 -11%
BA
2
BlackRock Advisors
Delaware
$340M +$168M +7,335,370 +98%
RBC
3
Ronald Blue & Co
Georgia
$230M -$2.87M -125,272 -1%
IVA
4
International Value Advisers
$147M +$22.2M +969,962 +18%
BIT
5
BlackRock Institutional Trust
California
$140M
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$127M +$118M +5,176,545 +1,368%
Morgan Stanley
7
Morgan Stanley
New York
$118M -$777K -33,966 -0.7%
Bank of America
8
Bank of America
North Carolina
$115M -$82M -3,584,211 -42%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$98.4M -$4.58M -200,000 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$91.6M -$299K -13,064 -0.3%
Wells Fargo
11
Wells Fargo
California
$67.8M -$11.2M -489,322 -14%
IC
12
Iconiq Capital
California
$66M +$48.9M +2,137,869 +287%
BG
13
BlackRock Group
United Kingdom
$54.2M +$4.15M +181,270 +8%
UBS Group
14
UBS Group
Switzerland
$42.8M +$42.8M +1,869,312 New
AIS
15
American Investment Services
Massachusetts
$26.9M +$855K +37,389 +3%
BL
16
BCWM LLC
Kansas
$24.8M +$5.76M +25,168 +30%
LPL Financial
17
LPL Financial
California
$20.9M -$1.32M -57,863 -6%
GF
18
Gerstein Fisher
New York
$18.3M -$675K -29,487 -4%
PCA
19
Personal Capital Advisors
California
$18.1M +$2.64M +115,167 +17%
CWA
20
Convergent Wealth Advisors
Maryland
$17.4M -$18M -786,948 -51%
GC
21
Gibson Capital
Pennsylvania
$16.4M -$1.74M -76,257 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.3M -$1.94M -84,821 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$14.2M +$2.25M +98,214 +19%
BIM
24
BlackRock Investment Management
Delaware
$14M +$339K +14,820 +2%
USAA
25
United Services Automobile Association
Texas
$13.7M