We are live on ! Find out more
IAU icon

iShares Gold Trust

553 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,110% more call options, than puts

Call options by funds: $254K | Put options by funds: $21K

0.68% less ownership

Funds ownership: 25.9%25.22% (-0.68%)

2% less funds holding

Funds holding: 564553 (-11)

9% less capital invested

Capital invested by funds: $5.8B → $5.29B (-$513M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

21% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 202

Holders
553
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Stratford Consulting
Texas
$637K
HB
252
Homrich & Berg
Georgia
$632K
IIC
253
Integrated Investment Consultants
Michigan
$629K +$58.1K +2,500 +10%
VFA
254
Voya Financial Advisors
Connecticut
$583K -$12.1K -519 -2%
CCT
255
Country Club Trust
Missouri
$578K
NPT
256
Nixon Peabody Trust
Massachusetts
$574K -$114K -4,892 -16%
KPAG
257
KLS Professional Advisors Group
New York
$572K
HSA
258
HBK Sorce Advisory
Pennsylvania
$570K -$752K -32,379 -56%
OIA
259
OneDigital Investment Advisors
Kansas
$567K +$1.11K +48 +0.2%
LSAG
260
Lake Street Advisors Group
New Hampshire
$552K -$483K -20,774 -46%
GTAM
261
Global Trust Asset Management
Florida
$551K +$25.9K +1,115 +5%
BTS
262
BB&T Securities
Virginia
$539K +$20.4K +878 +4%
WCM
263
Whitener Capital Management
North Carolina
$534K +$8.71K +375 +2%
FAIM
264
Financial Advocates Investment Management
Washington
$532K +$124K +5,349 +30%
KL
265
KWMG LLC
Kansas
$525K -$6.25K -269 -1%
FWIA
266
Fort Washington Investment Advisors
Ohio
$523K -$96.9K -4,170 -15%
BCM
267
Beck Capital Management
Texas
$518K +$527K +22,678 New
HF
268
HRT Financial
New York
$512K +$1.37K +59 +0.3%
MA
269
Mutual Advisors
Nebraska
$509K -$58.5K -2,516 -10%
PC
270
Port Capital
Illinois
$488K
SPC
271
Salient Private Client
Texas
$487K
BAAM
272
Baker Avenue Asset Management
California
$485K +$237K +10,189 +92%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$484K +$95.4K +4,105 +24%
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$480K -$448K -19,288 -48%
BAS
275
Brown Advisory Securities
Maryland
$480K

IAU Hedge Fund Activity: Q3 2018 in Review

553 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2018, worth a combined $5.29B — down 8.8% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of IAU and 41 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 159 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $288M.

  • 553 institutional investors held iShares Gold Trust (IAU) as of Q3 2018, down from 564 in Q2 2018.
  • Funds reported $5.29B of iShares Gold Trust stock for Q3 2018, down 8.8% quarter-over-quarter.
  • 41 funds opened new iShares Gold Trust positions in Q3 2018 and 50 closed out, a net change of -9 holders.
  • The largest iShares Gold Trust buyer in Q3 2018 was Sumitomo Mitsui Trust Group, an estimated $82.8M added.
  • The largest iShares Gold Trust seller in Q3 2018 was JP Morgan Chase, an estimated $288M sold.

Based on aggregated 13F filings for Q3 2018.