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iShares Gold Trust

552 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,803% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $113K

51% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 138

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

21% more capital invested

Capital invested by funds: $5.2B → $6.27B (+$1.08B)

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

3% more funds holding

Funds holding: 537552 (+15)

1.78% more ownership

Funds ownership: 25.35%27.13% (+1.8%)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$927K -$5.11K -200 -0.5%
LSA
227
L & S Advisors
California
$920K
GI
228
Glovista Investments
New Jersey
$915K
ECM
229
Evergreen Capital Management
Washington
$893K +$25.5K +1,000 +3%
AWM
230
AE Wealth Management
Kansas
$886K +$247K +9,674 +38%
ASN
231
Advisory Services Network
Georgia
$875K +$24.8K +970 +3%
SFS
232
Sowell Financial Services
Arkansas
$870K -$89.4K -3,500 -9%
BAM
233
Belpointe Asset Management
Nevada
$849K +$507K +19,876 +148%
TSS
234
Two Sigma Securities
New York
$848K +$464K +18,175 +120%
HFP
235
Holistic Financial Partners
Indiana
$843K
BA
236
Ballew Advisors
Mississippi
$832K -$1.17K -46 -0.1%
VFA
237
Voya Financial Advisors
Connecticut
$828K -$578K -22,651 -41%
BP
238
Ballentine Partners
Massachusetts
$827K
LA
239
LexAurum Advisors
Kansas
$821K +$186K +7,296 +29%
PPA
240
Parametric Portfolio Associates
Washington
$818K +$821K +32,148 New
Bessemer Group
241
Bessemer Group
New Jersey
$789K
WP
242
WealthSource Partners
California
$785K +$788K +30,849 New
RFC
243
Regions Financial Corp
Alabama
$765K -$142K -5,577 -16%
FWIA
244
Fort Washington Investment Advisors
Ohio
$763K +$24.5K +960 +3%
CCM
245
Crabel Capital Management
California
$759K +$762K +29,827 New
OIA
246
OneDigital Investment Advisors
Kansas
$753K +$1.15K +45 +0.2%
NEAM
247
New England Asset Management
Connecticut
$751K
TMAM
248
Tokio Marine Asset Management
Japan
$751K
UCFA
249
United Capital Financial Advisors
Texas
$737K +$111K +4,351 +18%
Citigroup
250
Citigroup
New York
$726K -$89.1K -3,490 -11%

IAU Hedge Fund Activity: Q1 2018 in Review

552 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2018, worth a combined $6.27B — up 21% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IAU positions and 45 closed out — a net gain of 17 holders — while 208 added to existing stakes and 138 trimmed.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was Mizuho Bank, exiting entirely with an estimated $21.3M sold.

  • 552 institutional investors held iShares Gold Trust (IAU) as of Q1 2018, up from 537 in Q4 2017.
  • Funds reported $6.27B of iShares Gold Trust stock for Q1 2018, up 21% quarter-over-quarter.
  • 62 funds opened new iShares Gold Trust positions in Q1 2018 and 45 closed out, a net change of +17 holders.
  • The largest iShares Gold Trust buyer in Q1 2018 was BlackRock, an estimated $317M added.
  • The largest iShares Gold Trust seller in Q1 2018 was Mizuho Bank, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2018.