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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 %
Bank of America
1
Bank of America
North Carolina
$276M -$13M -505,468 -5%
RBC
2
Ronald Blue & Co
Georgia
$223M +$47.5M +1,844,295 +27%
BA
3
BlackRock Advisors
Delaware
$184M +$260K +10,094 +0.1%
BIT
4
BlackRock Institutional Trust
California
$158M – – –
Morgan Stanley
5
Morgan Stanley
New York
$155M +$7.07M +274,260 +5%
Wells Fargo
6
Wells Fargo
California
$144M -$16.9M -656,742 -11%
SONJCPFE
7
State of New Jersey Common Pension Fund E
New Jersey
$137M – – –
IVA
8
International Value Advisers
$124M -$26.3M -1,020,602 -17%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$108M -$3.27M -126,853 -3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$81.8M +$65.2M +2,527,426 +391%
U
11
UBS
Switzerland
$55.8M -$22.5M -871,118 -29%
WRTC
12
Wind River Trust Company
Wyoming
$42M +$1.05M +4,516 +3%
TD Asset Management
13
TD Asset Management
Ontario, Canada
$41.5M +$2.04M +79,252 +5%
BG
14
BlackRock Group
United Kingdom
$39.6M – – –
MB
15
Mizuho Bank
Japan
$35.1M – – –
USAA
16
United Services Automobile Association
Texas
$32.5M +$2.58M +100,000 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$31.5M +$105K +4,057 +0.3%
LPL Financial
18
LPL Financial
California
$29.7M -$2.16M -87,528 -7%
BTS
19
BB&T Securities
Virginia
$26.4M +$906K +3,515 +4%
BFA
20
Beaumont Financial Advisors
Massachusetts
$25.9M -$951K -36,890 -4%
AIS
21
American Investment Services
Massachusetts
$25M +$9.86M +382,417 +65%
Goldman Sachs
22
Goldman Sachs
New York
$21.4M +$5.07M +196,845 +31%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.8M +$5.27M +204,535 +34%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.6M – – –
AAM
25
American Asset Management
Florida
$20.4M -$1.93M -74,862 -9%
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