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iShares Gold Trust

552 hedge funds and large institutions have $6.27B invested in iShares Gold Trust in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 208 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,803% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $113K

51% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 138

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

21% more capital invested

Capital invested by funds: $5.2B → $6.27B (+$1.08B)

14% more funds holding in top 10

Funds holding in top 10: 3641 (+5)

3% more funds holding

Funds holding: 537552 (+15)

1.78% more ownership

Funds ownership: 25.35%27.13% (+1.8%)

Holders
552
Holders Change
+15
Holders Change %
+2.79%
% of All Funds
12.65%
Holding in Top 10
41
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.89%
% of All Funds
0.94%
New
62
Increased
208
Reduced
138
Closed
45
Calls
$19.1M
Puts
$113K
Net Calls
+$19M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
376
USAdvisors Wealth Management
Minnesota
$208K +$72.8K +2,850 +54%
OPTFSNA
377
Old Point Trust & Financial Services N A
Virginia
$207K -$1.92K -75 -0.9%
SG
378
StoneX Group
New York
$206K +$1.28K +50 +0.6%
BPCE
379
Bank Pictet & Cie (Europe)
Germany
$205K -$137K -5,363 -40%
MC
380
Moors & Cabot
Massachusetts
$205K +$6.38K +250 +3%
SIAM
381
Sterling Investment Advisors (Missouri)
Missouri
$204K
SI
382
Sprott Inc
Ontario, Canada
$203K
DBRC
383
D.B. Root & Company
Pennsylvania
$201K +$202K +7,904 New
WA
384
WealthTrust-Arizona
Arizona
$199K -$33.9K -1,328 -15%
ITIM
385
Indiana Trust & Investment Management
Indiana
$199K
CONA
386
Capital One National Association
New York
$197K +$197K +7,725 New
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$192K -$192K -7,515 -50%
FPFS
388
First Personal Financial Services
North Carolina
$190K +$191K +7,479 New
IFA
389
Interactive Financial Advisors
Illinois
$189K -$35.4K -1,385 -16%
BRWA
390
B. Riley Wealth Advisors
Florida
$189K +$189K +7,417 New
NIA
391
Northstar Investment Advisors
Colorado
$188K
SHWM
392
Smith & Howard Wealth Management
Georgia
$186K
MIH
393
Meitav Investment House
Israel
$184K -$8.6K -337 -4%
MCP
394
Mirador Capital Partners
California
$181K +$183K +7,163 New
SFFS
395
Stonehage Fleming Financial Services
Jersey
$175K -$607K -23,767 -78%
TCM
396
Telos Capital Management
California
$175K -$5.57K -218 -3%
BG
397
Bahl & Gaynor
Ohio
$175K +$3.19K +125 +2%
B
398
Bridgeworth
Alabama
$175K +$174K +6,816 New
AWM
399
Altium Wealth Management
New York
$172K -$8.71K -341 -5%
STMM
400
South Texas Money Management
Texas
$172K

IAU Hedge Fund Activity: Q1 2018 in Review

552 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2018, worth a combined $6.27B — up 21% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IAU positions and 45 closed out — a net gain of 17 holders — while 208 added to existing stakes and 138 trimmed.

The largest buyer was BlackRock, adding an estimated $317M. The largest seller was Mizuho Bank, exiting entirely with an estimated $21.3M sold.

  • 552 institutional investors held iShares Gold Trust (IAU) as of Q1 2018, up from 537 in Q4 2017.
  • Funds reported $6.27B of iShares Gold Trust stock for Q1 2018, up 21% quarter-over-quarter.
  • 62 funds opened new iShares Gold Trust positions in Q1 2018 and 45 closed out, a net change of +17 holders.
  • The largest iShares Gold Trust buyer in Q1 2018 was BlackRock, an estimated $317M added.
  • The largest iShares Gold Trust seller in Q1 2018 was Mizuho Bank, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2018.