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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
CA
401
Cambridge Advisors
Nebraska
$152K
UWM
402
USAdvisors Wealth Management
Minnesota
$152K +$25.6K +1,100 +20%
DDPIC
403
Deroy & Devereaux Private Investment Counsel
Michigan
$149K
RIG
404
Roosevelt Investment Group
New York
$146K
VA
405
Valmark Advisers
Ohio
$144K +$25.3K +1,087 +21%
JG
406
Jefferies Group
New York
$142K +$8.13K +350 +6%
FI
407
FormulaFolio Investments
Michigan
$139K -$27.4K -1,177 -16%
PMFA
408
Plante Moran Financial Advisors
Michigan
$139K
PWMAG
409
Pinnacle Wealth Management Advisory Group
New Jersey
$139K +$19.2K +825 +16%
SWM
410
SeaCrest Wealth Management
New York
$138K
CW
411
Cobiz Wealth
Colorado
$137K
AWM
412
Altium Wealth Management
New York
$137K +$488 +21 +0.4%
Chevy Chase Trust
413
Chevy Chase Trust
Maryland
$134K -$79K -3,401 -37%
BRWA
414
B. Riley Wealth Advisors
Florida
$134K -$47.5K -2,042 -26%
WCAMG
415
Woodard & Company Asset Management Group
North Carolina
$133K
CWM
416
Cranbrook Wealth Management
Michigan
$132K
SI
417
Stephens Inc
Arkansas
$132K
SFFS
418
Stonehage Fleming Financial Services
Jersey
$132K
CT
419
CMT Trading
Illinois
$130K
WT
420
Washington Trust
Rhode Island
$129K -$47.2K -2,032 -26%
WBC
421
West Branch Capital
Massachusetts
$129K
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K
FNT
423
First National Trust
Pennsylvania
$124K
LFR
424
Lehman Financial Resources
Pennsylvania
$124K
SBWM
425
Sunflower Bank Wealth Management
Arizona
$123K -$33.9K -1,460 -21%

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.