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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
EWA
376
EP Wealth Advisors
California
$179K -$17.3K -746 -9%
SEIA
377
Signature Estate & Investment Advisors
California
$177K
HW
378
Hancock Whitney
Mississippi
$177K +$180K +7,725 New
WPA
379
West Paces Advisors
Georgia
$174K -$33K -1,422 -16%
MC
380
Moors & Cabot
Massachusetts
$174K -$11.6K -500 -6%
ITIM
381
Indiana Trust & Investment Management
Indiana
$174K -$4.37K -188 -2%
HFS
382
HL Financial Services
Kentucky
$172K -$2.76M -118,844 -94%
FPFS
383
First Personal Financial Services
North Carolina
$171K
B
384
Bellecapital
Switzerland
$170K
NIA
385
Northstar Investment Advisors
Colorado
$167K -$2.56K -110 -1%
SHWM
386
Smith & Howard Wealth Management
Georgia
$167K
ACG
387
Allen Capital Group
Nebraska
$163K -$27.7K -1,193 -14%
SYBT
388
Stock Yards Bank & Trust
Kentucky
$163K
SB
389
Simmons Bank
Arkansas
$161K -$47.1K -2,025 -22%
GC
390
Garde Capital
Washington
$160K -$25.2K -1,084 -14%
FCCM
391
First City Capital Management
Georgia
$160K
OPTFSNA
392
Old Point Trust & Financial Services N A
Virginia
$159K -$32.5K -1,400 -17%
S
393
SignatureFD
Georgia
$159K +$46 +2 +0%
IFA
394
Interactive Financial Advisors
Illinois
$158K +$6.86K +295 +4%
GCAC
395
Guardian Capital Advisors (Canada)
Ontario, Canada
$156K
TCM
396
Telos Capital Management
California
$155K -$1.46K -63 -0.9%
B
397
Bridgeworth
Alabama
$155K -$744 -32 -0.5%
STMM
398
South Texas Money Management
Texas
$155K
PPA
399
Parametric Portfolio Associates
Washington
$154K +$157K +6,740 New
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$152K -$8.64K -372 -5%

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.