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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
JFGIW
426
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K
FDCDDQ
427
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K -$3.83K -150 -3%
FNT
428
First National Trust
Pennsylvania
$138K
LFR
429
Lehman Financial Resources
Pennsylvania
$138K
CFG
430
Citizens Financial Group
Rhode Island
$136K -$255K -10,000 -65%
CTA
431
Colonial Trust Advisors
South Carolina
$136K -$101K -3,969 -43%
AIP
432
Ahrens Investment Partners
Louisiana
$136K +$136K +5,325 New
VWA
433
V Wealth Advisors
Kansas
$135K +$134K +5,265 New
Lido Advisors
434
Lido Advisors
California
$135K +$136K +5,310 New
FTIOP
435
Fiduciary Trust International of Pennsylvania
Pennsylvania
$131K
OIA
436
Optimum Investment Advisors
Illinois
$131K
RC
437
RegentAtlantic Capital
New Jersey
$129K -$4.32K -169 -3%
PBO
438
Peoples Bank (Ohio)
Ohio
$129K -$1.28K -50 -1%
MIM
439
Macroview Investment Management
Maryland
$129K
BWA
440
Burt Wealth Advisors
Maryland
$128K
LSC
441
Lesa Sroufe & Co
Washington
$128K
TA
442
Tiedemann Advisors
New York
$127K
BAM
443
Barrett Asset Management
New York
$126K
SSB
444
Sandy Spring Bank
Maryland
$122K
BBPWM
445
Blue Bell Private Wealth Management
Pennsylvania
$119K
DWA
446
Divergent Wealth Advisors
Utah
$118K +$119K +4,650 New
CCM
447
Cribstone Capital Management
Maine
$117K
APSP
448
Asset Planning Services (Pennsylvania)
Pennsylvania
$115K
BWA
449
BDO Wealth Advisors
Florida
$115K +$64.2K +2,513 +126%
RCC
450
Red Cedar Capital
Nebraska
$111K

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.