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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 %
TAM
76
Tocqueville Asset Management
New York
$3.86M -$27.4K -1,062 -0.7%
CA
77
Cetera Advisors
Colorado
$3.57M +$882K +34,169 +33%
GI
78
Gradient Investments
Minnesota
$3.56M +$1.52M +58,868 +74%
VFAM
79
Valley Forge Asset Management
Pennsylvania
$3.48M +$89.9K +3,487 +3%
EWM
80
Evercore Wealth Management
New York
$3.44M -$273K -10,619 -7%
CWA
81
Convergent Wealth Advisors
Maryland
$3.38M +$749K +29,059 +28%
PSI
82
Pinnacle Summer Investments
Virginia
$3.36M +$31.6K +1,225 +0.9%
MWM
83
Modera Wealth Management
New Jersey
$3.35M +$934K +36,216 +39%
BOS
84
Bingham Osborn & Scarborough
California
$3.3M -$12.9K -500 -0.4%
MVP
85
Missouri Valley Partners
Missouri
$3.25M – – –
MLIM
86
Mountain Lake Investment Management
Florida
$3.22M – – –
WT
87
Whittier Trust
California
$3.19M +$123K +4,785 +4%
US Bancorp
88
US Bancorp
Minnesota
$3.09M -$2.19M -85,122 -42%
FAAS
89
First Allied Advisory Services
California
$3.07M +$146K +5,653 +5%
GI
90
Glovista Investments
New Jersey
$2.97M +$44.9K +1,743 +2%
MWR
91
McAdams Wright Ragen
Washington
$2.95M -$1.45M -56,153 -33%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$2.94M -$8.97M -347,878 -75%
BlackRock
93
BlackRock
New York
$2.93M +$15K +580 +0.5%
BWP
94
BSW Wealth Partners
Colorado
$2.9M -$2.41M -93,588 -45%
William Blair & Company
95
William Blair & Company
Illinois
$2.87M -$9.12M -353,816 -76%
CM
96
CoreCommodity Management
Connecticut
$2.82M +$2.82M +109,449 New
BL
97
BCWM LLC
Kansas
$2.68M -$2.73K -106 -0.1%
OC
98
Oppenheimer & Co
New York
$2.58M +$229K +8,870 +10%
WF
99
Welch & Forbes
Massachusetts
$2.54M +$66.5K +2,580 +3%
HC
100
HHG & Company
Connecticut
$2.42M +$4.9K +190 +0.2%
2 3
4
5 6