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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 %
Neuberger Berman Group
151
Neuberger Berman Group
New York
$924K -$1.05M -40,633 -53%
NEIRG
152
New England Investment & Retirement Group
Massachusetts
$918K -$153K -5,919 -14%
FTIOP
153
Fiduciary Trust International of Pennsylvania
Pennsylvania
$883K +$7.27K +282 +0.8%
CAM
154
CMT Asset Management
Illinois
$854K +$854K +33,133 New
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$848K – – –
CTA
156
Colonial Trust Advisors
South Carolina
$819K -$63.8K -2,475 -7%
DG
157
Davidson & Garrard
Virginia
$802K -$12.3K -475 -2%
PCM
158
Parsons Capital Management
Rhode Island
$801K -$10.8K -418 -1%
HB
159
Homrich & Berg
Georgia
$743K -$141K -5,453 -16%
HFS
160
HL Financial Services
Kentucky
$737K -$101K -3,901 -12%
SCM
161
Summit Capital Management
Washington
$730K +$51.6K +2,002 +8%
WIM
162
Windhaven Investment Management
Massachusetts
$716K +$167K +6,490,882 +31%
RFS
163
Rockefeller Financial Services
New York
$711K +$21.2K +820 +3%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$705K +$9.02K +350 +1%
LS
165
Lattice Strategies
Pennsylvania
$702K +$163K +6,335 +30%
PG
166
PEAK6 Group
Illinois
$696K +$45.8K +3,550 +7%
PHIMC
167
Private Harbour Investment Management & Counsel
Ohio
$679K -$11K -425 -2%
SC
168
Scotia Capital
Ontario, Canada
$669K +$75.8K +2,950 +13%
BAS
169
Brown Advisory Securities
Maryland
$666K -$28.8K -1,118 -4%
CS
170
Comerica Securities
Michigan
$661K -$228K -8,846 -26%
HSA
171
Hussman Strategic Advisors
Maryland
$645K -$3.87M -150,000 -86%
AAS
172
Annex Advisory Services
Wisconsin
$630K -$169K -6,544 -21%
WS
173
Wedbush Securities
California
$621K -$546K -21,199 -47%
JFG
174
JMG Financial Group
Illinois
$613K – – –
CT
175
Cambridge Trust
Massachusetts
$603K -$63.1K -2,447 -9%
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