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iShares Gold Trust
IAU

Overview Fund Activity

344 hedge funds and large institutions have $2.72B invested in iShares Gold Trust in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 145 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
11.16%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.65%
New
34
Increased
96
Reduced
145
Closed
37
Calls
$9.71M
Puts
$16.1M
Net Calls
-$6.35M
Net Calls Change
-$6.94M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$81.8M
2
RBC
2
Ronald Blue & Co
Georgia
$223M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$17.5M
4
AIS
4
American Investment Services
Massachusetts
$25M
5
BAAM
5
Baker Avenue Asset Management
California
$9.19M

Top Sellers

1
IVA
1
International Value Advisers
$124M
2
State Street
2
State Street
Massachusetts
$0
3
U
3
UBS
Switzerland
$55.8M
4
Wells Fargo
4
Wells Fargo
California
$144M
5
CNB
5
City National Bank
California
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
226
QCM Cayman
Texas
$292K +$292K +11,336 New
IFA
227
Interactive Financial Advisors
Illinois
$291K -$117K -4,550 -29%
FT
228
Fiduciary Trust
Massachusetts
$282K +$464 +18 +0.2%
CBU
229
CIBC Bank USA
Illinois
$278K -$178K -6,912 -39%
FWIA
230
Fort Washington Investment Advisors
Ohio
$276K -$92.7K -3,600 -25%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$275K +$72.6K +2,819 +36%
Nomura Asset Management
232
Nomura Asset Management
Japan
$262K -$200K -7,750 -43%
FHC
233
First Heartland Consultants
Missouri
$260K -$3.37K -135 -1%
DDPIC
234
Deroy & Devereaux Private Investment Counsel
Michigan
$258K – – –
BEAM
235
Baker Ellis Asset Management
Washington
$258K – – –
Nuveen Asset Management
236
Nuveen Asset Management
Illinois
$258K – – –
PFS
237
Prospera Financial Services
Texas
$256K -$42.2K -1,689 -14%
VC
238
Vicus Capital
Pennsylvania
$251K -$373K -14,481 -60%
LIM
239
Leavell Investment Management
Alabama
$249K -$3.22K -125 -1%
BRWA
240
B. Riley Wealth Advisors
Florida
$244K -$40K -1,548 -14%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$237K – – –
LPT
242
Legacy Private Trust
Wisconsin
$235K +$235K +9,123 New
EB
243
Eastern Bank
Massachusetts
$232K – – –
OIA
244
Optimum Investment Advisors
Illinois
$229K +$229K +8,900 New
FCCM
245
First City Capital Management
Georgia
$223K – – –
WTNA
246
Wilmington Trust National Association
Delaware
$219K -$592K -23,000 -73%
MCM
247
Murphy Capital Management
New Jersey
$219K -$44.6K -1,738 -17%
FSC
248
Fiduciary Services Corp
Georgia
$217K -$2.32M -90,092 -91%
FCI
249
Financial Counselors Inc
Kansas
$209K -$12K -466 -5%
MFBTD
250
MB Financial Bank - Trust Department
Illinois
$209K – – –
8 9
10
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