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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 %
HSBC Holdings
176
HSBC Holdings
United Kingdom
$585K – – –
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$581K +$581K +22,552 New
RC
178
Roundview Capital
New Jersey
$574K – – –
HighTower Advisors
179
HighTower Advisors
Illinois
$569K -$95.2K -3,692 -14%
KFS
180
KMS Financial Services
Washington
$546K +$194K +7,529 +55%
ICOA
181
Investment Centers of America
North Dakota
$541K +$376K +14,387 +227%
CHAM
182
Clear Harbor Asset Management
Connecticut
$537K -$335 -13 -0.1%
FM
183
Family Management
New York
$535K – – –
KC
184
Kingfisher Capital
North Carolina
$519K +$82.4K +3,194 +19%
ECAM
185
East Coast Asset Management
Massachusetts
$514K -$3M -116,238 -85%
Franklin Resources
186
Franklin Resources
California
$514K -$20.9K -810 -4%
CHFS
187
Cobble Hill Financial Services
New Jersey
$490K – – –
RHJA
188
Rice Hall James & Associates
California
$478K – – –
BFA
189
Bragg Financial Advisors
North Carolina
$477K -$36.8K -1,427 -7%
AMG
190
Asset Management Group
Connecticut
$475K -$3.53K -137 -0.7%
TFCP
191
Twin Focus Capital Partners
Massachusetts
$467K – – –
SC
192
SouthState Corp
Florida
$466K +$258 +10 +0.1%
NPC
193
National Planning Corporation
California
$456K +$189K +7,477 +71%
CAW
194
Cornerstone Advisors (Washington)
Washington
$451K +$451K +17,500 New
PNC
195
Park National Corp
Ohio
$449K +$53.1K +2,061 +13%
ICAS
196
Investors Capital Advisory Services
Massachusetts
$448K -$3.06K -119 -0.7%
Creative Planning
197
Creative Planning
Kansas
$429K +$6.34K +246 +1%
SI
198
Stephens Inc
Arkansas
$427K -$43.7K -1,696 -9%
Jane Street
199
Jane Street
New York
$421K +$421K +16,316 New
CWM
200
Concert Wealth Management
California
$414K +$5.46K +211 +1%
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