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

Top Sellers

1
IVA
International Value Advisers
$124M
2
State Street
State Street
Massachusetts
$0
3
U
UBS
Switzerland
$55.8M
4
Wells Fargo
Wells Fargo
California
$144M
5
CNB
City National Bank
California
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Barrett Asset Management
New York
$206K – – –
JFGIW
252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K – – –
TCM
253
Telos Capital Management
California
$200K -$1.16K -45 -0.6%
SAM
254
Summit Asset Management
Tennessee
$200K +$38.7K +1,500 +24%
BOTW
255
Bank of the West
California
$198K +$198K +7,690 New
First Trust Advisors
256
First Trust Advisors
Illinois
$194K -$13.7K -532 -7%
BPBT
257
Boston Private Bank & Trust
Massachusetts
$194K +$78.5K +3,040 +68%
DWT
258
Dorsey & Whitney Trust
South Dakota
$194K +$194K +7,535 New
VFS
259
VSR Financial Services
Kansas
$185K -$61.3K -2,374 -25%
PWLP
260
Prio Wealth Limited Partnership
Massachusetts
$184K -$51.3K -2,000 -22%
VIMU
261
Veritas Investment Management (UK)
United Kingdom
$180K +$180K +7,000 New
HIMC
262
Heritage Investors Management Corp
Maryland
$178K – – –
S
263
SignatureFD
Georgia
$178K +$178K +6,916 New
CCFCSB
264
Cape Cod Five Cents Savings Bank
Massachusetts
$177K – – –
ACP
265
Aviance Capital Partners
Florida
$176K – – –
AWA
266
AmeriServ Wealth Advisors
Pennsylvania
$174K -$2.58K -100 -1%
Walleye Trading
267
Walleye Trading
New York
$173K +$129K +5,000 +292%
BIM
268
Bridgecreek Investment Management
Oklahoma
$171K -$154K -5,975 -47%
RJT
269
Raymond James Trust
Florida
$167K – – –
SAM
270
Shamrock Asset Management
Texas
$166K -$12.9K -500 -7%
HH
271
Hilltop Holdings
Texas
$166K -$12.3K -475 -7%
NRS
272
Neville Rodie & Shaw
New York
$162K – – –
WB
273
WesBanco Bank
West Virginia
$162K +$12.9K +500 +9%
DWM
274
Destination Wealth Management
California
$157K -$5.08K -198 -3%
OC
275
Oarsman Capital
Wisconsin
$157K +$3.86K +150 +3%
9 10
11
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