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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
BIA
301
Bigelow Investment Advisors
Maine
$352K -$8.76K -377 -2%
GT
302
Glenmede Trust
Pennsylvania
$345K +$352K +15,158 New
CC
303
Cadinha & Co
Hawaii
$344K +$198K +8,500 +130%
TFO
304
Tarbox Family Office
California
$343K
IA
305
IFG Advisory
Georgia
$342K +$325 +14 +0.1%
DADC
306
D.A. Davidson & Co
Montana
$323K +$92.2K +3,969 +39%
KLC
307
Knowledge Leaders Capital
Colorado
$321K -$401K -17,242 -55%
DAS
308
Dynamic Advisor Solutions
Arizona
$319K -$31.5K -1,356 -9%
CS
309
Comerica Securities
Michigan
$314K -$153K -6,563 -32%
CHA
310
Cedar Hill Associates
Illinois
$311K -$1.1M -47,405 -78%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$310K -$4.9K -211 -2%
AWM
312
Altavista Wealth Management
North Carolina
$309K
CL
313
Choreo LLC
Illinois
$306K +$8.34K +359 +3%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$303K -$149K -6,406 -33%
VFA
315
Valeo Financial Advisors
Indiana
$298K -$22.6K -973 -7%
BWM
316
BerganKDV Wealth Management
Minnesota
$298K
IC
317
Inverness Counsel
New York
$297K
AllianceBernstein
318
AllianceBernstein
Tennessee
$291K -$23 -1 -0%
WSTAM
319
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$3.49K -150 -1%
HSA
320
Hussman Strategic Advisors
Maryland
$286K
JIC
321
Joel Isaacson & Co
New York
$286K
RWMH
322
Riverpoint Wealth Management Holdings
Illinois
$285K
RFC
323
Regions Financial Corp
Alabama
$282K -$459K -19,752 -62%
CB
324
Chemical Bank
Michigan
$279K
RJT
325
Raymond James Trust
Florida
$279K

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.