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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
Cetera Investment Advisers
326
Cetera Investment Advisers
Illinois
$278K -$24K -1,031 -8%
WS
327
Wedbush Securities
California
$275K -$3.74K -161 -1%
GSC
328
G&S Capital
Colorado
$273K
SFWA
329
Summit Financial Wealth Advisors
Louisiana
$266K +$41.7K +1,793 +19%
PWM
330
Perigon Wealth Management
California
$259K
SIC
331
Schwartz Investment Counsel
Michigan
$256K
RCA
332
Rowland Carmichael Advisors
Arizona
$251K -$25.4K -1,093 -9%
AF
333
Aldebaran Financial
$251K -$2.9K -125 -10%
DBRC
334
D.B. Root & Company
Pennsylvania
$250K +$38.4K +1,652 +18%
CIC
335
Cutler Investment Counsel
Oregon
$247K -$3.11K -134 -1%
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$246K -$37.4K -1,610 -13%
SI
337
Sprott Inc
Ontario, Canada
$241K +$60.7K +2,612 +33%
JCM
338
Jacobi Capital Management
Pennsylvania
$238K +$27K +1,164 +13%
TRCT
339
Tower Research Capital (TRC)
New York
$232K +$43.6K +1,878 +23%
BS
340
Boenning & Scattergood
Pennsylvania
$231K
CYG
341
Clean Yield Group
Vermont
$229K -$174K -7,500 -43%
CCG
342
Chatham Capital Group
Georgia
$229K
VAS
343
Valicenti Advisory Services
New York
$229K
PG
344
Patten Group
Tennessee
$228K -$62.1K -2,674 -21%
IWM
345
IHT Wealth Management
Illinois
$226K +$40.1K +1,725 +21%
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$225K -$2.09K -90 -0.9%
OC
347
Oarsman Capital
Wisconsin
$225K +$3.6K +155 +2%
SS
348
Simplicity Solutions
Minnesota
$224K -$218K -9,386 -49%
VCWA
349
Vanguard Capital Wealth Advisors
Colorado
$220K -$28.1K -1,208 -11%
PA
350
Pinnacle Associates
New York
$219K -$18.4K -790 -8%

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.