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iShares Gold Trust

612 hedge funds and large institutions have $6.74B invested in iShares Gold Trust in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 222 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,187% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $15K

83% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 40

27% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 175

13% more capital invested

Capital invested by funds: $5.96B → $6.74B (+$785M)

4% more funds holding

Funds holding: 590612 (+22)

1.02% more ownership

Funds ownership: 25.52%26.54% (+1%)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
612
Holders Change
+22
Holders Change %
+3.73%
% of All Funds
13.25%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1%
New
73
Increased
222
Reduced
175
Closed
40
Calls
$2.59M
Puts
$15K
Net Calls
+$2.58M
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bigelow Investment Advisors
Maine
$429K +$47.9K +1,918 +12%
SCI
327
S&CO Inc
Massachusetts
$424K +$8.87K +355 +2%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$424K +$89.2K +3,571 +26%
SF
329
Synovus Financial
Georgia
$422K -$14.9K -597 -3%
LWAC
330
Laurel Wealth Advisors (California)
California
$421K
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$413K -$35.1K -1,405 -8%
NFG
332
Nations Financial Group
Iowa
$413K -$6.97K -279 -2%
AWA
333
Arete Wealth Advisors
Illinois
$412K +$19.3K +773 +5%
EVM
334
Eaton Vance Management
Massachusetts
$407K +$25K +1,000 +6%
CPA
335
Capital Planning Advisors
California
$406K +$195K +7,800 +91%
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
$402K
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$399K +$402K +16,113 New
PWP
338
Principle Wealth Partners
Connecticut
$396K
SCA
339
STALEY CAPITAL ADVISERS
Pennsylvania
$396K +$2.52K +101 +0.6%
GTAM
340
Global Trust Asset Management
Florida
$395K -$10.5K -420 -3%
BO
341
Bank OZK
Arkansas
$394K +$7.24K +290 +2%
PHIMC
342
Private Harbour Investment Management & Counsel
Ohio
$392K -$5K -200 -1%
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$388K +$190K +7,602 +94%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383K +$250K +10,000 +183%
GVAG
345
Great Valley Advisor Group
Delaware
$379K
AllianceBernstein
346
AllianceBernstein
Tennessee
$379K +$52.7K +2,111 +16%
KLC
347
Knowledge Leaders Capital
Colorado
$375K +$5.52K +221 +1%
TFO
348
Tarbox Family Office
California
$371K
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$371K +$375K +15,000 New
IA
350
IFG Advisory
Georgia
$366K +$20.2K +810 +6%

IAU Hedge Fund Activity: Q1 2019 in Review

612 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2019, worth a combined $6.74B — up 13% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IAU positions and 40 closed out — a net gain of 33 holders — while 222 added to existing stakes and 175 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $284M. The largest seller was AssetMark Inc, cutting an estimated $51M.

  • 612 institutional investors held iShares Gold Trust (IAU) as of Q1 2019, up from 590 in Q4 2018.
  • Funds reported $6.74B of iShares Gold Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 73 funds opened new iShares Gold Trust positions in Q1 2019 and 40 closed out, a net change of +33 holders.
  • The largest iShares Gold Trust buyer in Q1 2019 was Sumitomo Mitsui Trust Group, an estimated $284M added.
  • The largest iShares Gold Trust seller in Q1 2019 was AssetMark Inc, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2019.