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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
WAG
426
Winthrop Advisory Group
Massachusetts
$123K -$13.9K -600 -10%
Lido Advisors
427
Lido Advisors
California
$123K
GWM
428
Geneos Wealth Management
Colorado
$122K -$5.13K -221 -4%
AFG
429
Arkansas Financial Group
Arkansas
$120K +$122K +5,259 New
CAC
430
Certified Advisory Corp
Florida
$119K
BRWM
431
B. Riley Wealth Management
Tennessee
$119K +$121K +5,186 New
OIA
432
Optimum Investment Advisors
Illinois
$118K
BCM
433
Brookstone Capital Management
Illinois
$118K +$120K +5,167 New
WA
434
WealthTrust-Arizona
Arizona
$117K -$62.3K -2,682 -34%
LSC
435
Lesa Sroufe & Co
Washington
$115K
FIM
436
Frontier Investment Management
Texas
$115K +$117K +5,020 New
TA
437
Tiedemann Advisors
New York
$114K
BAM
438
Barrett Asset Management
New York
$113K
SSB
439
Sandy Spring Bank
Maryland
$113K +$10.4K +447 +10%
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$107K -$5.81K -250 -5%
DWA
441
Divergent Wealth Advisors
Utah
$107K
APSP
442
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K
RCC
443
Red Cedar Capital
Nebraska
$106K +$5.69K +245 +6%
FDCDDQ
444
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$8.64K +372 +9%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$102K +$3.37K +145 +3%
CAG
446
Csenge Advisory Group
Florida
$101K -$363K -15,628 -78%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$97.8K +$65.6K +2,825 +195%
BWA
448
BDO Wealth Advisors
Florida
$97K
AAP
449
Arax Advisory Partners
Colorado
$95K +$96.6K +4,159 New
SMG
450
Spectrum Management Group
Indiana
$92K +$9.97K +429 +12%

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.