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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 %
AHS
201
Aspiriant Holdings S3
California
$402K +$402K +15,576 New
PA
202
Pinnacle Associates
New York
$398K +$9.14K +355 +2%
NIA
203
Northstar Investment Advisors
Colorado
$394K -$14.6K -565 -4%
BUB
204
BBVA USA Bancshares
Texas
$393K +$14.8K +575 +4%
PAS
205
Partnervest Advisory Services
California
$390K -$75.5K -2,925 -16%
TNBTD
206
Trustmark National Bank Trust Department
Mississippi
$389K – – –
LGC
207
Laurel Grove Capital
California
$383K -$507K -19,650 -57%
CB
208
Chemical Bank
Michigan
$376K +$376K +14,569 New
PHS
209
Pekin Hardy Strauss
Illinois
$365K – – –
PP
210
Patten & Patten
Tennessee
$356K -$182K -7,050 -34%
MA
211
MUFG Americas
New York
$355K +$45.4K +1,765 +15%
UCFA
212
United Capital Financial Advisors
Texas
$349K -$32.1K -1,247 -8%
SCM
213
Silver Capital Management
New York
$345K – – –
FTUS
214
Flow Traders U.S.
New York
$343K +$298K +11,556 +657%
AIA
215
Arbor Investment Advisors
North Carolina
$340K +$23.4K +908 +7%
BJ
216
BlackRock Japan
Japan
$338K +$338K +13,113 New
ITIM
217
Indiana Trust & Investment Management
Indiana
$336K -$3.88K -150 -1%
Sumitomo Mitsui Trust Group
218
Sumitomo Mitsui Trust Group
Japan
$335K -$32.2K -1,250 -9%
V
219
Veritable
Delaware
$333K -$68.3K -2,650 -17%
IC
220
Inverness Counsel
New York
$329K -$306K – –
CMP
221
Courage Miller Partners
Virginia
$317K – – –
FA
222
Financial Advantage
Maryland
$312K -$108K -4,182 -26%
FEG
223
Fund Evaluation Group
Ohio
$308K – – –
PFM
224
Phillips Financial Management
Indiana
$300K – – –
STMM
225
South Texas Money Management
Texas
$293K +$58K +2,252 +25%
7 8
9
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