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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
OFG
276
OmniStar Financial Group
North Carolina
$467K +$35.7K +1,536 +8%
CA
277
Continuum Advisory
Idaho
$458K +$63.8K +2,747 +16%
AFNAS
278
American Financial Network Advisory Services
California
$447K +$454K +19,537 +88,805%
Wolverine Trading
279
Wolverine Trading
Illinois
$445K +$215K +9,256 +91%
CPA
280
Clear Perspective Advisors
Illinois
$436K
IAA
281
Ironsides Asset Advisors
North Carolina
$430K
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$428K -$133K -5,731 -23%
NPF
283
Norris Perne & French
Michigan
$421K -$1.77K -76 -0.4%
FAAS
284
First Allied Advisory Services
California
$415K -$1.72M -73,965 -80%
PFM
285
Phillips Financial Management
Indiana
$411K
CT
286
Cambridge Trust
Massachusetts
$405K
PHIMC
287
Private Harbour Investment Management & Counsel
Ohio
$402K
AWA
288
Arete Wealth Advisors
Illinois
$396K -$9.92K -427 -2%
JWBC
289
J.W. Burns & Co
New York
$393K -$11.6K -500 -3%
HCIA
290
Hochman Cole Investment Advisors
Illinois
$391K +$74.4K +3,200 +23%
SCI
291
S&CO Inc
Massachusetts
$388K -$22.4K -965 -5%
HDIM
292
Hanson & Doremus Investment Management
Vermont
$380K +$9.09K +391 +2%
WB
293
WesBanco Bank
West Virginia
$379K +$385K +16,590 New
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$371K
NFG
295
Nations Financial Group
Iowa
$370K -$52K -2,240 -12%
LWAC
296
Laurel Wealth Advisors (California)
California
$369K
SCA
297
STALEY CAPITAL ADVISERS
Pennsylvania
$363K
WAS
298
WESPAC Advisors SoCal
California
$357K -$375K -16,125 Closed
BO
299
Bank OZK
Arkansas
$357K +$6.16K +265 +2%
EVM
300
Eaton Vance Management
Massachusetts
$352K -$52.5K -2,261 -13%

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.