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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 %
ECM
326
ETrade Capital Management
Virginia
$11K +$11K +421 New
CG
327
Colony Group
Massachusetts
$11K +$11K +441 New
AFIA
328
America First Investment Advisors
Nebraska
$10K +$10K +400 New
TCM
329
TD Capital Management
Tennessee
$9K -$9.75K -390 -52%
PFS
330
Penseco Financial Services
Pennsylvania
$9K +$1.6K +60 +22%
HR
331
Howe & Rusling
New York
$6K -$21.5K -762 -78%
TCOV
332
Trust Company of Vermont
Vermont
$5K – – –
KIG
333
Kessler Investment Group
Indiana
$5K +$5K +193 New
RFA
334
Reilly Financial Advisors
California
$4K – – –
ClearBridge Investments
335
ClearBridge Investments
New York
$4K – – –
AFC
336
AFT Forsyth & Company
Florida
$4K – – –
FWM
337
Focused Wealth Management
New York
$4K +$4K +163 New
HCM
338
Highlander Capital Management
New Jersey
$2.84K – – –
Parallax Volatility Advisers
339
Parallax Volatility Advisers
California
$2K -$610 -25 -23%
HF
340
Hoxton Financial
West Virginia
$2K – – –
CFA
341
Carroll Financial Associates
North Carolina
$2K +$2K +100 New
CPS
342
Counsel Portfolio Services
Ontario, Canada
$1.41K -$121 -4,707 -8%
NHFG
343
New Harbor Financial Group
Massachusetts
$1K -$27K -1,350 -96%
AF
344
Arrow Financial
New York
$1K -$2.22K -111 -69%
TFA
345
Transamerica Financial Advisors
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
346
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 -$465 -20,629 -99%
State Street
347
State Street
Massachusetts
– -$22.5M -938,750 Closed
VF
348
Virtu Financial
New York
– -$13.3M -553,778 Closed
QIM
349
Quantitative Investment Management
Virginia
– -$11.6M -482,900 Closed
CIM
350
Confluence Investment Management
Missouri
– -$4.15M -173,161 Closed
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