Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To List and Trade Shares of The Gold Trust Under NYSE Arca Rule 8.201-E, 49884-49886 [2017-23371]
Download as PDF
49884
Federal Register / Vol. 82, No. 207 / Friday, October 27, 2017 / Notices
of any person concerned; (b) the
proposed transaction is consistent with
the policies of each registered
investment company involved; and (c)
the proposed transaction is consistent
with the general purposes of the Act.
Rule 17d–1(b) under the Act provides
that in passing upon an application filed
under the rule, the Commission will
consider whether the participation of
the registered investment company in a
joint enterprise, joint arrangement or
profit sharing plan on the basis
proposed is consistent with the
provisions, policies and purposes of the
Act and the extent to which such
participation is on a basis different from
or less advantageous than that of the
other participants.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–23369 Filed 10–26–17; 8:45 am]
received any comments on the proposed
rule change. This order approves the
proposed rule change, as modified by
Amendment No. 1.
II. The Description of the Proposed
Rule Change, as Modified by
Amendment No. 1 5
The Exchange proposes to list and
trade shares (‘‘Shares’’) of The Gold
Trust (‘‘Trust’’), a series of the World
Currency Gold Trust (‘‘WCGT’’),6 under
NYSE Arca Rule 8.201–E.7 NYSE Arca
Rule 8.201–E governs the listing and
trading, or trading pursuant to unlisted
trading privileges, of Commodity-Based
Trust Shares on the Exchange.8
The investment objective of the Trust
is for the Shares to reflect the
performance of the price of gold bullion,
less the expenses of the Trust’s
operations. The Trust will not trade in
gold futures, options, or swap contracts
on any futures exchange or over the
counter. The Trust will not hold or trade
in commodity futures contracts,
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81918; File No. SR–
NYSEArca–2017–98]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Approving a
Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To List and
Trade Shares of The Gold Trust Under
NYSE Arca Rule 8.201–E
October 23, 2017.
I. Introduction
asabaliauskas on DSKBBXCHB2PROD with NOTICES
On August 30, 2017, NYSE Arca, Inc.
(‘‘NYSE Arca’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to list and trade shares of The
Gold Trust under NYSE Arca Rule
8.201–E. The proposed rule change was
published for comment in the Federal
Register on September 15, 2017.3 On
September 28, 2017, the Exchange filed
Amendment No. 1 to the proposed rule
change.4 The Commission has not
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 81568
(Sep. 11, 2017), 82 FR 43417.
4 Amendment No. 1 to the proposed rule change
replaces and supersedes the original filing in its
entirety. In Amendment No. 1, the Exchange: (1)
Provided additional information regarding the
futures exchanges that trade in gold futures
contracts and which of those exchanges are
members of the Intermarket Surveillance Group
VerDate Sep<11>2014
17:54 Oct 26, 2017
Jkt 244001
(‘‘ISG’’); (2) stated that the net asset value (‘‘NAV’’)
of the Trust will be published by the Sponsor (as
defined herein) by 5:30 p.m., Eastern time on each
day that the NYSE Arca is open for regular trading
and will be posted on the Trust’s Web site; (3)
clarified that the intraday indicative value (‘‘IIV’’)
per Share for the Shares will be widely
disseminated by one or more major market data
vendors at least every 15 seconds during the
Exchange’s Core Trading Session (as defined in the
Exchange’s rules; and (4) stated that the Web site
for the Trust will provide the two most recent
reports to stockholders. Amendment No. 1 also
made non-substantive, technical amendments.
Amendment No. 1 is available at: https://
www.sec.gov/comments/sr-nysearca-2017-98/
nysearca201798-2614707-161129.pdf. Amendment
No. 1 is not subject to notice and comment because
it is a technical amendment that does not materially
alter the substance of the proposed rule change or
raise any novel regulatory issues.
5 A more detailed description of the Trust and the
Shares, as well as investment risks, creation and
redemption procedures, NAV calculation,
availability of information and fees, among other
things, is included in the Registration Statement,
infra note 7, and in Amendment No. 1, supra note
4.
6 According to the Exchange, WCGT is a Delaware
statutory trust consisting of multiple series, each of
which issues common units of beneficial interest,
which represent units of fractional undivided
beneficial interest in and ownership of such series.
The term of WCGT and each series will be
perpetual (unless terminated earlier in certain
circumstances).
7 On August 29, 2017, WCGT submitted to the
Commission its draft registration statement on Form
S–1 with respect to the Trust (‘‘Registration
Statement’’) under the Securities Act of 1933 (‘‘1933
Act’’).
8 A ‘‘Commodity-Based Trust Share’’ is a security
(a) that is issued by a trust that holds a specified
commodity deposited with the trust; (b) that is
issued by such trust in a specified aggregate
minimum number in return for a deposit of a
quantity of the underlying commodity; and (c) that,
when aggregated in the same specified minimum
number, may be redeemed at a holder’s request by
such trust which will deliver to the redeeming
holder the quantity of the underlying commodity.
See NYSE Arca Rule 8.201–E(c)(1).
PO 00000
Frm 00104
Fmt 4703
Sfmt 4703
commodity interests, or any other
instruments regulated by the
Commodity Exchange Act. The Trust
will take delivery of physical gold that
complies with the London Bullion
Market Association (‘‘LBMA’’) gold
delivery rules. According to the
Exchange, the Shares, which are
Commodity Based Trust Shares, will
represent investors’ discrete identifiable
and undivided beneficial ownership
interest in the commodities deposited
into the Trust.
The sponsor of the Trust is WGC USA
Asset Management Company, LLC
(‘‘Sponsor’’). The sole trustee of WCGT
is Delaware Trust Company. BNY
Mellon Asset Servicing, a division of
The Bank of New York Mellon
(‘‘BNYM’’), will be the Trust’s
administrator and transfer agent. BNYM
will serve as the custodian of the Trust’s
cash, if any. A bank will serve as the
custodian of the Trust’s gold.
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the Exchange’s proposed rule
change, as modified by Amendment No.
1, to list and trade the Shares is
consistent with the Act and the rules
and regulations thereunder applicable to
a national securities exchange.9 In
particular, the Commission finds that
the proposal, as modified by
Amendment No. 1, is consistent with
Section 11A(a)(1)(C)(iii) of the Act,10
which sets forth Congress’ finding that
it is in the public interest and
appropriate for the protection of
investors and the maintenance of fair
and orderly markets to assure the
availability to brokers, dealers, and
investors of information with respect to
quotations for and transactions in
securities. The last-sale price for the
Shares will be disseminated over the
Consolidated Tape. According to the
Exchange, there is a considerable
amount of information about gold and
gold markets available on public Web
sites and through professional and
subscription services. Investors may
obtain gold pricing information on a 24hour basis based on the spot price for an
ounce of gold from various financial
information service providers.11
9 In approving this proposed rule change, the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
10 15 U.S.C. 78k–1(a)(1)(C)(iii).
11 The Exchange states that Reuters and
Bloomberg, for example, provide at no charge on
their Web sites delayed information regarding the
spot price of gold and last sale prices of gold
futures, as well as information about news and
developments in the gold market. Reuters and
Bloomberg also offer a professional service to
E:\FR\FM\27OCN1.SGM
27OCN1
Federal Register / Vol. 82, No. 207 / Friday, October 27, 2017 / Notices
asabaliauskas on DSKBBXCHB2PROD with NOTICES
Additionally, the Commission finds
that the proposed rule change, as
modified by Amendment No. 1, is
consistent with Section 6(b)(5) of the
Exchange Act,12 which requires, among
other things, that the Exchange’s rules
be designed to prevent fraudulent and
manipulative acts and practices,
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest. The
Commission notes that the Exchange
has surveillance-sharing agreements
with significant, regulated markets for
trading futures on gold. Specifically,
according to the Exchange, (1) the most
significant gold futures exchange is
COMEX, a subsidiary of New York
Mercantile Exchange, Inc., and a
subsidiary of the Chicago Mercantile
Exchange Group (‘‘CME Group’’), and
ICE Futures US (‘‘ICE’’) also lists gold
futures; 13 and (2) the CME Group and
ICE are members of the ISG,14 which
will allow NYSE Arca to obtain
surveillance information from COMEX
and ICE. Both COMEX and ICE are
regulated by the U.S. Commodity
Futures Trading Commission
(‘‘CFTC’’).15
The Commission believes that the
proposed rule change, as modified by
Amendment No. 1, is reasonably
designed to promote fair disclosure of
information that may be necessary to
price the Shares appropriately. NYSE
Arca Rule 8.201–E(e)(2)(v) requires that
an IIV (which is referred to in the rule
as the ‘‘Indicative Trust Value’’) be
calculated and disseminated at least
every 15 seconds. The IIV will be
calculated based on the amount of gold
held by the Trust and a price of gold
derived from updated bids and offers
indicative of the spot price of gold. The
Exchange states that the IIV relating to
the Shares will be widely disseminated
subscribers for a fee that provides information on
gold prices directly from market participants.
Complete real-time data for gold futures and
options prices traded on the COMEX are available
by subscription from Reuters and Bloomberg. There
are a variety of other public Web sites providing
information on gold, ranging from those
specializing in precious metals to sites maintained
by major newspapers. In addition, the LBMA Gold
Price is publicly available at no charge at
www.lbma.org.uk. See Amendment No. 1, supra
note 4.
12 15 U.S.C. 78f(b)(5).
13 See Amendment No. 1, supra note 4.
14 See id.
15 See https://www.theice.com/futures-us/
regulation (‘‘ICE Futures U.S. is a Designated
Contract Market pursuant to the Commodity
Exchange Act and regulated by the CFTC.’’); https://
www.cmegroup.com/market-regulation/
rulebook.html (COMEX is regulated by the CFTC).
VerDate Sep<11>2014
17:54 Oct 26, 2017
Jkt 244001
by one or more major market data
vendors at least every 15 seconds during
the Core Trading Session.16 The NAV of
the Trust will be published by the
Sponsor on each day that the NYSE
Arca is open for regular trading and will
be posted on the Trust’s Web site.17 The
Trust also will publish the following
information on its Web site: (1) The
mid-point of the bid-ask price at the
close of trading (‘‘Bid/Ask Price’’), and
a calculation of the premium or
discount of such price against the NAV;
(2) data in chart format displaying the
frequency distribution of discounts and
premiums of the Bid/Ask Price against
the NAV, within appropriate ranges, for
each of the four previous calendar
quarters; (3) the Trust’s prospectus, as
well as the two most recent reports to
stockholders; and (4) the last-sale price
of the Shares as traded in the U.S.
market.18 In addition, information
regarding market price and trading
volume of the Shares will be continually
available on a real-time basis throughout
the day on brokers’ computer screens
and other electronic services.
Information regarding the previous
day’s closing price and trading volume
information for the Shares will be
published daily in the financial section
of newspapers.
The Commission also believes that the
proposal, as modified by Amendment
No. 1, is reasonably designed to prevent
trading when a reasonable degree of
transparency cannot be assured. With
respect to trading halts, the Exchange
may consider all relevant factors in
exercising its discretion to halt or
suspend trading in the Shares. Trading
on the Exchange in the Shares may be
halted because of market conditions or
for reasons that, in the view of the
Exchange, make trading in the Shares
inadvisable. These may include: (1) The
extent to which conditions in the
underlying gold market have caused
disruptions and/or lack of trading, or (2)
whether other unusual conditions or
circumstances detrimental to the
maintenance of a fair and orderly
market are present. In addition, trading
in Shares will be subject to trading halts
caused by extraordinary market
volatility pursuant to the Exchange’s
‘‘circuit breaker’’ rule.19 The Exchange
will halt trading in the Shares if the
NAV of the Trust is not calculated or
disseminated daily.20 The Exchange
may halt trading during the day in
which an interruption occurs to the
16 See
Amendment No. 1, supra note 4.
id.
18 See id.
19 See NYSE Arca Rule 7.12–E.
20 See Amendment No. 1, supra note 4.
17 See
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
49885
dissemination of the IIV; if the
interruption to the dissemination of the
IIV persists past the trading day in
which it occurs, the Exchange will halt
trading no later than the beginning of
the trading day following the
interruption.21
Additionally, the Commission notes
that market makers in the Shares would
be subject to the requirements of NYSE
Arca Rule 8.201–E(g), which allow the
Exchange to ensure that they do not use
their positions to violate the
requirements of Exchange rules or
applicable federal securities laws.22
In support of this proposal, the
Exchange has made the following
additional representations:
(1) The Shares will be listed and
traded on the Exchange pursuant to the
initial and continued listing criteria in
NYSE Arca Rule 8.201–E.23
(2) The Exchange has appropriate
rules to facilitate transactions in the
Shares during all trading sessions.24
(3) The Exchange deems the Shares to
be equity securities.25
(4) The Exchange has a general policy
prohibiting the distribution of material,
non-public information by its
employees.26
(5) Trading in the Shares will be
subject to the existing trading
surveillances administered by the
Exchange, as well as cross-market
surveillances administered by the
Financial Industry Regulatory Authority
(‘‘FINRA’’) on behalf of the Exchange,
which are designed to detect violations
of Exchange rules and applicable federal
securities laws, and these procedures
are adequate to properly monitor
Exchange trading of the Shares in all
trading sessions and to deter and detect
violations of Exchange rules and federal
securities laws applicable to trading on
the Exchange.27
21 See
id.
22 Commentary
.04 of NYSE Arca Rule 6.3–E
requires that an Equity Trading Permit Holder
(‘‘ETP Holder’’) acting as a registered market maker
in the Shares, and its affiliates, establish, maintain,
and enforce written policies and procedures
reasonably designed to prevent the misuse of any
material nonpublic information with respect to
such products, any components of the related
products, any physical asset or commodity
underlying the product, applicable currencies,
underlying indexes, related futures or options on
futures, and any related derivative instruments. See
Amendment No. 1, supra note 4.
23 See id.
24 See id.
25 See id. The Commission notes that, as a result,
trading of the Shares will be subject to the
Exchange’s existing rules governing the trading of
equity securities.
26 See id.
27 See id. FINRA conducts cross-market
surveillances on behalf of the Exchange pursuant to
a regulatory services agreement. The Exchange is
E:\FR\FM\27OCN1.SGM
Continued
27OCN1
asabaliauskas on DSKBBXCHB2PROD with NOTICES
49886
Federal Register / Vol. 82, No. 207 / Friday, October 27, 2017 / Notices
(6) The Exchange or FINRA, on behalf
of the Exchange, or both, will
communicate as needed regarding
trading in the Shares with other markets
and other entities that are members of
the ISG, and the Exchange or FINRA, on
behalf of the Exchange, or both, may
obtain trading information regarding
trading in the Shares from such markets
and other entities. In addition, the
Exchange may obtain information
regarding trading in the Shares from
markets and other entities that are
members of ISG or with which the
Exchange has in place a comprehensive
surveillance sharing agreement.28
(7) Prior to the commencement of
trading, the Exchange will inform its
ETP Holders in an Information Bulletin
of the special characteristics and risks
associated with trading the Shares.
Specifically, the Information Bulletin
will discuss the following: (1) The
procedures for purchases and
redemptions of Shares in creation units
(including noting that Shares are not
individually redeemable); (2) NYSE
Arca Rule 9.2–E(a), which imposes a
duty of due diligence on its ETP Holders
to learn the essential facts relating to
every customer prior to trading the
Shares; (3) how information regarding
the IIV is disseminated; (4) the
requirement that ETP Holders deliver a
prospectus to investors purchasing
newly issued Shares prior to or
concurrently with the confirmation of a
transaction; (5) the possibility that
trading spreads and the resulting
premium or discount on the Shares may
widen as a result of reduced liquidity of
gold trading during the Core and Late
Trading Sessions after the close of the
major world gold markets; and (6)
trading information.29
(8) All statements and representations
made in this filing regarding (a) the
description of the portfolio or reference
assets, (b) limitations on portfolio
holdings or reference assets, or (c) the
applicability of Exchange listing rules
specified in this rule filing shall
constitute continued listing
requirements for listing the Shares of
the Trust on the Exchange.30
(9) The issuer has represented to the
Exchange that it will advise the
Exchange of any failure by the Trust to
comply with the continued listing
requirements and, pursuant to its
obligations under Section 19(g)(1) of the
Act, the Exchange will monitor for
compliance with the continued listing
requirements. If the Trust is not in
compliance with the applicable listing
requirements, the Exchange will
commence delisting procedures under
NYSE Arca Rule 5.5(m).31
This approval order is based on all of
the Exchange’s representations—
including those set forth above and in
Amendment No. 1—and the Exchange’s
description of the Trust.
For the foregoing reasons, the
Commission finds that the proposed
rule change, as modified by Amendment
No. 1, is consistent with Section 6(b)(5)
of the Act 32 and the rules and
regulations thereunder applicable to a
national securities exchange.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Exchange Act,33
that the proposed rule change (SR–
NYSEArca–2017–98), as modified by
Amendment No. 1 be, and it hereby is,
approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.34
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–23371 Filed 10–26–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81916; File No. PCAOB–
2017–01]
Public Company Accounting Oversight
Board; Order Granting Approval of
Proposed Rules on the Auditor’s
Report on an Audit of Financial
Statements When the Auditor
Expresses an Unqualified Opinion, and
Departures From Unqualified Opinions
and Other Reporting Circumstances,
and Related Amendments to Auditing
Standards
October 23, 2017.
I. Introduction
On July 19, 2017, the Public Company
Accounting Oversight Board (the
‘‘Board’’ or the ‘‘PCAOB’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’), pursuant to
Section 107(b) 1 of the Sarbanes-Oxley
Act of 2002 (the ‘‘Sarbanes-Oxley Act’’)
and Section 19(b) 2 of the Securities
Exchange Act of 1934 (the ‘‘Exchange
31 See
responsible for FINRA’s performance under this
regulatory services agreement. See id.
28 See id.
29 See id.
30 See id.
VerDate Sep<11>2014
17:54 Oct 26, 2017
Jkt 244001
id.
U.S.C. 78f(b)(5).
33 15 U.S.C. 78s(b)(2).
34 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 7217(b).
2 15 U.S.C. 78s(b).
32 15
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
Act’’), a proposal to adopt AS 3101, The
Auditor’s Report on an Audit of
Financial Statements When the Auditor
Expresses an Unqualified Opinion and
related amendments to other auditing
standards (collectively, the ‘‘Proposed
Rules’’).3 The Proposed Rules were
published for comment in the Federal
Register on July 28, 2017.4 At the time
the notice was issued, the Commission
extended to October 26, 2017 the date
by which the Commission should take
action on the Proposed Rules.5 The
Commission received approximately 50
comment letters in response to the
notice.6 This order approves the
Proposed Rules, which we find to be
consistent with the requirements of the
Sarbanes-Oxley Act and the securities
laws and necessary or appropriate in the
public interest or for the protection of
investors.
II. Description of the Proposed Rules
On June 1, 2017, the Board adopted
AS 3101, The Auditor’s Report on an
Audit of Financial Statements When the
Auditor Expresses an Unqualified
Opinion, which replaces portions of AS
3101, Reports on Audited Financial
Statements, and re-designates the
remaining portions of AS 3101 as AS
3105, Departures from Unqualified
Opinions and Other Reporting
Circumstances. The Proposed Rules will
require that the auditor provide new
information about the audit that is
intended to make the auditor’s report
3 The Board originally issued a concept release on
these matters in 2011. See Concept Release on
Possible Revisions to PCAOB Standards Related to
Reports on Audited Financial Statements and
Related Amendments to PCAOB Standards, PCAOB
Release No. 2011–003 (June 21, 2011) (‘‘PCAOB
Concept Release’’), available at https://pcaobus.org/
Rulemaking/Docket034/Concept_Release.pdf. In
2013, the Board issued a proposed rule. See
Proposed Auditing Standards—The Auditor’s
Report on an Audit of Financial Statements When
the Auditor Expresses an Unqualified Opinion; The
Auditor’s Responsibilities Regarding Other
Information in Certain Documents Containing
Audited Financial Statements and the Related
Auditor’s Report; and Related Amendments to
PCAOB Standards, PCAOB Release No. 2013–005
(August 13, 2013) (‘‘PCAOB Proposal’’), available at
https://pcaobus.org/Rulemaking/Docket034/
Release_2013-005_ARM.pdf. The Board issued a reproposal in 2016. See Proposed Auditing
Standard—The Auditor’s Report on an Audit of
Financial Statements When the Auditor Expresses
an Unqualified Opinion and Related Amendments
to PCAOB Standards, PCAOB Release No. 2016–003
(May 11, 2016) (‘‘PCAOB Re-proposal’’), available
at https://pcaobus.org/Rulemaking/Docket034/
Release-2016-003-ARM.pdf.
4 See Release No. 34–81187 (July 21, 2017), 82 FR
35396 (July 28, 2017) available at https://
www.sec.gov/rules/pcaob/2017/34-81187.pdf.
5 See id.
6 Copies of the comment letters received on the
Commission order noticing the Proposed Rules are
available on the Commission’s Web site at https://
www.sec.gov/comments/pcaob-2017-01/
pcaob201701.htm.
E:\FR\FM\27OCN1.SGM
27OCN1
Agencies
[Federal Register Volume 82, Number 207 (Friday, October 27, 2017)]
[Notices]
[Pages 49884-49886]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-23371]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81918; File No. SR-NYSEArca-2017-98]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Approving a
Proposed Rule Change, as Modified by Amendment No. 1 Thereto, To List
and Trade Shares of The Gold Trust Under NYSE Arca Rule 8.201-E
October 23, 2017.
I. Introduction
On August 30, 2017, NYSE Arca, Inc. (``NYSE Arca'' or ``Exchange'')
filed with the Securities and Exchange Commission (``Commission''),
pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ a proposed rule change to
list and trade shares of The Gold Trust under NYSE Arca Rule 8.201-E.
The proposed rule change was published for comment in the Federal
Register on September 15, 2017.\3\ On September 28, 2017, the Exchange
filed Amendment No. 1 to the proposed rule change.\4\ The Commission
has not received any comments on the proposed rule change. This order
approves the proposed rule change, as modified by Amendment No. 1.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 81568 (Sep. 11,
2017), 82 FR 43417.
\4\ Amendment No. 1 to the proposed rule change replaces and
supersedes the original filing in its entirety. In Amendment No. 1,
the Exchange: (1) Provided additional information regarding the
futures exchanges that trade in gold futures contracts and which of
those exchanges are members of the Intermarket Surveillance Group
(``ISG''); (2) stated that the net asset value (``NAV'') of the
Trust will be published by the Sponsor (as defined herein) by 5:30
p.m., Eastern time on each day that the NYSE Arca is open for
regular trading and will be posted on the Trust's Web site; (3)
clarified that the intraday indicative value (``IIV'') per Share for
the Shares will be widely disseminated by one or more major market
data vendors at least every 15 seconds during the Exchange's Core
Trading Session (as defined in the Exchange's rules; and (4) stated
that the Web site for the Trust will provide the two most recent
reports to stockholders. Amendment No. 1 also made non-substantive,
technical amendments. Amendment No. 1 is available at: https://www.sec.gov/comments/sr-nysearca-2017-98/nysearca201798-2614707-161129.pdf. Amendment No. 1 is not subject to notice and comment
because it is a technical amendment that does not materially alter
the substance of the proposed rule change or raise any novel
regulatory issues.
---------------------------------------------------------------------------
II. The Description of the Proposed Rule Change, as Modified by
Amendment No. 1 5
---------------------------------------------------------------------------
\5\ A more detailed description of the Trust and the Shares, as
well as investment risks, creation and redemption procedures, NAV
calculation, availability of information and fees, among other
things, is included in the Registration Statement, infra note 7, and
in Amendment No. 1, supra note 4.
---------------------------------------------------------------------------
The Exchange proposes to list and trade shares (``Shares'') of The
Gold Trust (``Trust''), a series of the World Currency Gold Trust
(``WCGT''),\6\ under NYSE Arca Rule 8.201-E.\7\ NYSE Arca Rule 8.201-E
governs the listing and trading, or trading pursuant to unlisted
trading privileges, of Commodity-Based Trust Shares on the Exchange.\8\
---------------------------------------------------------------------------
\6\ According to the Exchange, WCGT is a Delaware statutory
trust consisting of multiple series, each of which issues common
units of beneficial interest, which represent units of fractional
undivided beneficial interest in and ownership of such series. The
term of WCGT and each series will be perpetual (unless terminated
earlier in certain circumstances).
\7\ On August 29, 2017, WCGT submitted to the Commission its
draft registration statement on Form S-1 with respect to the Trust
(``Registration Statement'') under the Securities Act of 1933
(``1933 Act'').
\8\ A ``Commodity-Based Trust Share'' is a security (a) that is
issued by a trust that holds a specified commodity deposited with
the trust; (b) that is issued by such trust in a specified aggregate
minimum number in return for a deposit of a quantity of the
underlying commodity; and (c) that, when aggregated in the same
specified minimum number, may be redeemed at a holder's request by
such trust which will deliver to the redeeming holder the quantity
of the underlying commodity. See NYSE Arca Rule 8.201-E(c)(1).
---------------------------------------------------------------------------
The investment objective of the Trust is for the Shares to reflect
the performance of the price of gold bullion, less the expenses of the
Trust's operations. The Trust will not trade in gold futures, options,
or swap contracts on any futures exchange or over the counter. The
Trust will not hold or trade in commodity futures contracts, commodity
interests, or any other instruments regulated by the Commodity Exchange
Act. The Trust will take delivery of physical gold that complies with
the London Bullion Market Association (``LBMA'') gold delivery rules.
According to the Exchange, the Shares, which are Commodity Based Trust
Shares, will represent investors' discrete identifiable and undivided
beneficial ownership interest in the commodities deposited into the
Trust.
The sponsor of the Trust is WGC USA Asset Management Company, LLC
(``Sponsor''). The sole trustee of WCGT is Delaware Trust Company. BNY
Mellon Asset Servicing, a division of The Bank of New York Mellon
(``BNYM''), will be the Trust's administrator and transfer agent. BNYM
will serve as the custodian of the Trust's cash, if any. A bank will
serve as the custodian of the Trust's gold.
III. Discussion and Commission Findings
After careful review, the Commission finds that the Exchange's
proposed rule change, as modified by Amendment No. 1, to list and trade
the Shares is consistent with the Act and the rules and regulations
thereunder applicable to a national securities exchange.\9\ In
particular, the Commission finds that the proposal, as modified by
Amendment No. 1, is consistent with Section 11A(a)(1)(C)(iii) of the
Act,\10\ which sets forth Congress' finding that it is in the public
interest and appropriate for the protection of investors and the
maintenance of fair and orderly markets to assure the availability to
brokers, dealers, and investors of information with respect to
quotations for and transactions in securities. The last-sale price for
the Shares will be disseminated over the Consolidated Tape. According
to the Exchange, there is a considerable amount of information about
gold and gold markets available on public Web sites and through
professional and subscription services. Investors may obtain gold
pricing information on a 24-hour basis based on the spot price for an
ounce of gold from various financial information service providers.\11\
---------------------------------------------------------------------------
\9\ In approving this proposed rule change, the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\10\ 15 U.S.C. 78k-1(a)(1)(C)(iii).
\11\ The Exchange states that Reuters and Bloomberg, for
example, provide at no charge on their Web sites delayed information
regarding the spot price of gold and last sale prices of gold
futures, as well as information about news and developments in the
gold market. Reuters and Bloomberg also offer a professional service
to subscribers for a fee that provides information on gold prices
directly from market participants. Complete real-time data for gold
futures and options prices traded on the COMEX are available by
subscription from Reuters and Bloomberg. There are a variety of
other public Web sites providing information on gold, ranging from
those specializing in precious metals to sites maintained by major
newspapers. In addition, the LBMA Gold Price is publicly available
at no charge at www.lbma.org.uk. See Amendment No. 1, supra note 4.
---------------------------------------------------------------------------
[[Page 49885]]
Additionally, the Commission finds that the proposed rule change,
as modified by Amendment No. 1, is consistent with Section 6(b)(5) of
the Exchange Act,\12\ which requires, among other things, that the
Exchange's rules be designed to prevent fraudulent and manipulative
acts and practices, promote just and equitable principles of trade, to
remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest. The Commission notes that the
Exchange has surveillance-sharing agreements with significant,
regulated markets for trading futures on gold. Specifically, according
to the Exchange, (1) the most significant gold futures exchange is
COMEX, a subsidiary of New York Mercantile Exchange, Inc., and a
subsidiary of the Chicago Mercantile Exchange Group (``CME Group''),
and ICE Futures US (``ICE'') also lists gold futures; \13\ and (2) the
CME Group and ICE are members of the ISG,\14\ which will allow NYSE
Arca to obtain surveillance information from COMEX and ICE. Both COMEX
and ICE are regulated by the U.S. Commodity Futures Trading Commission
(``CFTC'').\15\
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78f(b)(5).
\13\ See Amendment No. 1, supra note 4.
\14\ See id.
\15\ See https://www.theice.com/futures-us/regulation (``ICE
Futures U.S. is a Designated Contract Market pursuant to the
Commodity Exchange Act and regulated by the CFTC.''); https://www.cmegroup.com/market-regulation/rulebook.html (COMEX is regulated
by the CFTC).
---------------------------------------------------------------------------
The Commission believes that the proposed rule change, as modified
by Amendment No. 1, is reasonably designed to promote fair disclosure
of information that may be necessary to price the Shares appropriately.
NYSE Arca Rule 8.201-E(e)(2)(v) requires that an IIV (which is referred
to in the rule as the ``Indicative Trust Value'') be calculated and
disseminated at least every 15 seconds. The IIV will be calculated
based on the amount of gold held by the Trust and a price of gold
derived from updated bids and offers indicative of the spot price of
gold. The Exchange states that the IIV relating to the Shares will be
widely disseminated by one or more major market data vendors at least
every 15 seconds during the Core Trading Session.\16\ The NAV of the
Trust will be published by the Sponsor on each day that the NYSE Arca
is open for regular trading and will be posted on the Trust's Web
site.\17\ The Trust also will publish the following information on its
Web site: (1) The mid-point of the bid-ask price at the close of
trading (``Bid/Ask Price''), and a calculation of the premium or
discount of such price against the NAV; (2) data in chart format
displaying the frequency distribution of discounts and premiums of the
Bid/Ask Price against the NAV, within appropriate ranges, for each of
the four previous calendar quarters; (3) the Trust's prospectus, as
well as the two most recent reports to stockholders; and (4) the last-
sale price of the Shares as traded in the U.S. market.\18\ In addition,
information regarding market price and trading volume of the Shares
will be continually available on a real-time basis throughout the day
on brokers' computer screens and other electronic services. Information
regarding the previous day's closing price and trading volume
information for the Shares will be published daily in the financial
section of newspapers.
---------------------------------------------------------------------------
\16\ See Amendment No. 1, supra note 4.
\17\ See id.
\18\ See id.
---------------------------------------------------------------------------
The Commission also believes that the proposal, as modified by
Amendment No. 1, is reasonably designed to prevent trading when a
reasonable degree of transparency cannot be assured. With respect to
trading halts, the Exchange may consider all relevant factors in
exercising its discretion to halt or suspend trading in the Shares.
Trading on the Exchange in the Shares may be halted because of market
conditions or for reasons that, in the view of the Exchange, make
trading in the Shares inadvisable. These may include: (1) The extent to
which conditions in the underlying gold market have caused disruptions
and/or lack of trading, or (2) whether other unusual conditions or
circumstances detrimental to the maintenance of a fair and orderly
market are present. In addition, trading in Shares will be subject to
trading halts caused by extraordinary market volatility pursuant to the
Exchange's ``circuit breaker'' rule.\19\ The Exchange will halt trading
in the Shares if the NAV of the Trust is not calculated or disseminated
daily.\20\ The Exchange may halt trading during the day in which an
interruption occurs to the dissemination of the IIV; if the
interruption to the dissemination of the IIV persists past the trading
day in which it occurs, the Exchange will halt trading no later than
the beginning of the trading day following the interruption.\21\
---------------------------------------------------------------------------
\19\ See NYSE Arca Rule 7.12-E.
\20\ See Amendment No. 1, supra note 4.
\21\ See id.
---------------------------------------------------------------------------
Additionally, the Commission notes that market makers in the Shares
would be subject to the requirements of NYSE Arca Rule 8.201-E(g),
which allow the Exchange to ensure that they do not use their positions
to violate the requirements of Exchange rules or applicable federal
securities laws.\22\
---------------------------------------------------------------------------
\22\ Commentary .04 of NYSE Arca Rule 6.3-E requires that an
Equity Trading Permit Holder (``ETP Holder'') acting as a registered
market maker in the Shares, and its affiliates, establish, maintain,
and enforce written policies and procedures reasonably designed to
prevent the misuse of any material nonpublic information with
respect to such products, any components of the related products,
any physical asset or commodity underlying the product, applicable
currencies, underlying indexes, related futures or options on
futures, and any related derivative instruments. See Amendment No.
1, supra note 4.
---------------------------------------------------------------------------
In support of this proposal, the Exchange has made the following
additional representations:
(1) The Shares will be listed and traded on the Exchange pursuant
to the initial and continued listing criteria in NYSE Arca Rule 8.201-
E.\23\
---------------------------------------------------------------------------
\23\ See id.
---------------------------------------------------------------------------
(2) The Exchange has appropriate rules to facilitate transactions
in the Shares during all trading sessions.\24\
---------------------------------------------------------------------------
\24\ See id.
---------------------------------------------------------------------------
(3) The Exchange deems the Shares to be equity securities.\25\
---------------------------------------------------------------------------
\25\ See id. The Commission notes that, as a result, trading of
the Shares will be subject to the Exchange's existing rules
governing the trading of equity securities.
---------------------------------------------------------------------------
(4) The Exchange has a general policy prohibiting the distribution
of material, non-public information by its employees.\26\
---------------------------------------------------------------------------
\26\ See id.
---------------------------------------------------------------------------
(5) Trading in the Shares will be subject to the existing trading
surveillances administered by the Exchange, as well as cross-market
surveillances administered by the Financial Industry Regulatory
Authority (``FINRA'') on behalf of the Exchange, which are designed to
detect violations of Exchange rules and applicable federal securities
laws, and these procedures are adequate to properly monitor Exchange
trading of the Shares in all trading sessions and to deter and detect
violations of Exchange rules and federal securities laws applicable to
trading on the Exchange.\27\
---------------------------------------------------------------------------
\27\ See id. FINRA conducts cross-market surveillances on behalf
of the Exchange pursuant to a regulatory services agreement. The
Exchange is responsible for FINRA's performance under this
regulatory services agreement. See id.
---------------------------------------------------------------------------
[[Page 49886]]
(6) The Exchange or FINRA, on behalf of the Exchange, or both, will
communicate as needed regarding trading in the Shares with other
markets and other entities that are members of the ISG, and the
Exchange or FINRA, on behalf of the Exchange, or both, may obtain
trading information regarding trading in the Shares from such markets
and other entities. In addition, the Exchange may obtain information
regarding trading in the Shares from markets and other entities that
are members of ISG or with which the Exchange has in place a
comprehensive surveillance sharing agreement.\28\
---------------------------------------------------------------------------
\28\ See id.
---------------------------------------------------------------------------
(7) Prior to the commencement of trading, the Exchange will inform
its ETP Holders in an Information Bulletin of the special
characteristics and risks associated with trading the Shares.
Specifically, the Information Bulletin will discuss the following: (1)
The procedures for purchases and redemptions of Shares in creation
units (including noting that Shares are not individually redeemable);
(2) NYSE Arca Rule 9.2-E(a), which imposes a duty of due diligence on
its ETP Holders to learn the essential facts relating to every customer
prior to trading the Shares; (3) how information regarding the IIV is
disseminated; (4) the requirement that ETP Holders deliver a prospectus
to investors purchasing newly issued Shares prior to or concurrently
with the confirmation of a transaction; (5) the possibility that
trading spreads and the resulting premium or discount on the Shares may
widen as a result of reduced liquidity of gold trading during the Core
and Late Trading Sessions after the close of the major world gold
markets; and (6) trading information.\29\
---------------------------------------------------------------------------
\29\ See id.
---------------------------------------------------------------------------
(8) All statements and representations made in this filing
regarding (a) the description of the portfolio or reference assets, (b)
limitations on portfolio holdings or reference assets, or (c) the
applicability of Exchange listing rules specified in this rule filing
shall constitute continued listing requirements for listing the Shares
of the Trust on the Exchange.\30\
---------------------------------------------------------------------------
\30\ See id.
---------------------------------------------------------------------------
(9) The issuer has represented to the Exchange that it will advise
the Exchange of any failure by the Trust to comply with the continued
listing requirements and, pursuant to its obligations under Section
19(g)(1) of the Act, the Exchange will monitor for compliance with the
continued listing requirements. If the Trust is not in compliance with
the applicable listing requirements, the Exchange will commence
delisting procedures under NYSE Arca Rule 5.5(m).\31\
---------------------------------------------------------------------------
\31\ See id.
---------------------------------------------------------------------------
This approval order is based on all of the Exchange's
representations--including those set forth above and in Amendment No.
1--and the Exchange's description of the Trust.
For the foregoing reasons, the Commission finds that the proposed
rule change, as modified by Amendment No. 1, is consistent with Section
6(b)(5) of the Act \32\ and the rules and regulations thereunder
applicable to a national securities exchange.
---------------------------------------------------------------------------
\32\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Exchange Act,\33\ that the proposed rule change (SR-NYSEArca-2017-98),
as modified by Amendment No. 1 be, and it hereby is, approved.
---------------------------------------------------------------------------
\33\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\34\
---------------------------------------------------------------------------
\34\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-23371 Filed 10-26-17; 8:45 am]
BILLING CODE 8011-01-P