We are live on ! Find out more
IAU icon

iShares Gold Trust

399 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,256% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $27K

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

56% more capital invested

Capital invested by funds: $2.47B → $3.85B (+$1.38B)

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

44% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 90

6% more funds holding

Funds holding: 375399 (+24)

5.6% more ownership

Funds ownership: 22.11%27.71% (+5.6%)

Holders
399
Holders Change
+24
Holders Change %
+6.4%
% of All Funds
10.63%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
351
Glassman Wealth Services
Virginia
$29K
VIA
352
Vantage Investment Advisors
Pennsylvania
$28K -$4.85K -212 -15%
AF
353
Allworth Financial
California
$28K +$7.57K +331 +40%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$27K
S
355
SignatureFD
Georgia
$26K +$9.45K +413 +62%
TCM
356
Tradewinds Capital Management
Washington
$26K +$18.3K +801 New
ATC
357
Adirondack Trust Company
New York
$25K
AWM
358
AllSquare Wealth Management
New York
$25K
PO
359
Private Ocean
California
$24K
MIM
360
Macroview Investment Management
Maryland
$23K -$45.8K -2,000 -67%
UFA
361
US Financial Advisors
Massachusetts
$21K -$8.58K -375 -30%
MFW
362
Mosaic Family Wealth
Missouri
$20K
WTB
363
Washington Trust Bank
Washington
$18K -$22.9K -1,000 -57%
EDRE
364
Edmond de Rothschild (Europe)
Luxembourg
$18K
OSNBOA
365
Old Second National Bank of Aurora
Illinois
$18K
OC
366
Oakworth Capital
Alabama
$17K
TDC
367
Thompson Davis & Co
Virginia
$17K
Manulife (Manufacturers Life Insurance)
368
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K +$13.4K +585 +440%
WEC
369
Winslow Evans & Crocker
Massachusetts
$16.8K
WAM
370
Wealthspire Advisors (Maryland)
Maryland
$16K
VNA
371
Valley National Advisers
Pennsylvania
$15K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$14K
AF
373
Arrow Financial
New York
$13K +$11.4K +500 +1,000%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$12K -$38.5K -1,684 -77%
AC
375
Alexandria Capital
Virginia
$12K

IAU Hedge Fund Activity: Q1 2016 in Review

399 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2016, worth a combined $3.85B — up 56% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IAU positions and 29 closed out — a net gain of 29 holders — while 130 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $458M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $50.3M.

  • 399 institutional investors held iShares Gold Trust (IAU) as of Q1 2016, up from 375 in Q4 2015.
  • Funds reported $3.85B of iShares Gold Trust stock for Q1 2016, up 56% quarter-over-quarter.
  • 58 funds opened new iShares Gold Trust positions in Q1 2016 and 29 closed out, a net change of +29 holders.
  • The largest iShares Gold Trust buyer in Q1 2016 was BlackRock, an estimated $458M added.
  • The largest iShares Gold Trust seller in Q1 2016 was State of New Jersey Common Pension Fund D, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2016.