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iShares Gold Trust
IAU

460 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,271% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $177K

16% more funds holding in top 10

Funds holding in top 10: 25 → 29 (+4)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $3.4B → $3.68B (+$282M)

0% less funds holding

Funds holding: 462 → 460 (-2)

0.44% less ownership

Funds ownership: 23.38% → 22.94% (-0.44%)

1% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 151

Holders
460
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
11.45%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.72%
New
38
Increased
149
Reduced
151
Closed
33
Calls
$2.43M
Puts
$177K
Net Calls
+$2.25M
Net Calls Change
+$1.73M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$431M
2
CSIA
Charles Schwab Investment Advisory
California
+$122M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$22.2M
4
AAM
Aberdeen Asset Management
United Kingdom
+$18.8M
5
PCA
Personal Capital Advisors
California
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
-$59.4M
2
TWM
Tanglewood Wealth Management
Texas
-$14.7M
3
QIM
Quantitative Investment Management
Virginia
-$10.4M
4
MB
Mizuho Bank
Japan
-$8.86M
5
CGI
Cougar Global Investments
Ontario, Canada
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
HCM
452
Highlander Capital Management
New Jersey
$3K – – –
RFM
453
Royal Fund Management
Florida
$3K – – –
BIG
454
Bellwether Investment Group
Tennessee
$2K – – –
TWA
455
TCI Wealth Advisors
Arizona
$2K – – –
WAS
456
Winch Advisory Services
Wisconsin
$2K – – –
NR
457
Newfound Research
Massachusetts
$2K +$1.62K +69 New
SPIA
458
Steward Partners Investment Advisory
New York
$1K +$1.74K +74 New
Walleye Trading
459
Walleye Trading
New York
$5 -$20.2K -860 -79%
TWM
460
Tanglewood Wealth Management
Texas
– -$14.7M -664,658 Closed
MB
461
Mizuho Bank
Japan
– -$8.86M -400,000 Closed
CGI
462
Cougar Global Investments
Ontario, Canada
– -$7.96M -359,203 Closed
MSWM
463
Mader & Shannon Wealth Management
Missouri
– -$7.51M -338,834 Closed
FA
464
FDx Advisors
Illinois
– -$3.85M -173,846 Closed
TSS
465
Two Sigma Securities
New York
– -$1.46M -65,952 Closed
FAAS
466
First Allied Advisory Services
California
– -$1.46M -65,645 Closed
HSA
467
HBK Sorce Advisory
Pennsylvania
– -$1.34M -57,072 Closed
FTUS
468
Flow Traders U.S.
New York
– -$1.07M -48,412 Closed
MHP
469
Manatuck Hill Partners
Connecticut
– -$997K -45,000 Closed
CBOA
470
Commonwealth Bank of Australia
Australia
– -$816K -36,817 Closed
HF
471
HRT Financial
New York
– -$628K -28,367 Closed
MG
472
Mather Group
Illinois
– -$472K -21,311 Closed
GC
473
Grimes & Company
Massachusetts
– -$465K -21,000 Closed
DWM
474
Destination Wealth Management
California
– -$434K -19,569 Closed
GEM
475
Global Endowment Management
North Carolina
– -$341K -15,380 Closed
16 17 18
19
20

IAU Hedge Fund Activity: Q1 2017 in Review

460 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2017, worth a combined $3.68B — up 8.3% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IAU positions and 33 closed out — a net gain of 5 holders — while 149 added to existing stakes and 151 trimmed.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Windhaven Investment Management, cutting an estimated $59.4M.

  • 460 institutional investors held iShares Gold Trust (IAU) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $3.68B of iShares Gold Trust stock for Q1 2017, up 8.3% quarter-over-quarter.
  • 38 funds opened new iShares Gold Trust positions in Q1 2017 and 33 closed out, a net change of +5 holders.
  • The largest iShares Gold Trust buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest iShares Gold Trust seller in Q1 2017 was Windhaven Investment Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q1 2017.