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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
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$110K +$89.4K +3,500 +424%
CAC
452
Certified Advisory Corp
Florida
$106K -$16.4K -642 -13%
Simplex Trading
453
Simplex Trading
Illinois
$103K -$1.89K -74 -2%
GRP
454
Global Retirement Partners
California
$103K +$25.5K +1,000 +33%
CAL
455
Capital Advisors Ltd
Ohio
$102K
DSC
456
Duncker Streett & Co
Missouri
$94K
WIM
457
Westside Investment Management
California
$92.1K
PCG
458
Private Capital Group
Connecticut
$92K
SMG
459
Spectrum Management Group
Indiana
$92K
CHP
460
Cable Hill Partners
Oregon
$85K
BFEC
461
Benjamin F. Edwards & Company
Missouri
$83K -$10.2K -399 -11%
AWA
462
Acorn Wealth Advisors
Michigan
$81K
APP
463
Avantax Planning Partners
Iowa
$77K +$77K +3,014 New
DOA
464
D'Orazio & Associates
Virginia
$73K
LWA
465
Lenox Wealth Advisors
New York
$71K
FANJ
466
Financial Architects (New Jersey)
New Jersey
$69K +$9.32K +365 +16%
SF
467
Synovus Financial
Georgia
$68K +$67.9K +2,658 New
EWM
468
Elmwood Wealth Management
California
$64.9K +$65.1K +2,550 New
LFG
469
LifePlan Financial Group
Ohio
$64K +$64.6K +2,530 New
WAM
470
Watermark Asset Management
California
$61K -$20.9K -820 -26%
SFM
471
Signet Financial Management
New Jersey
$61K +$61.1K +2,392 New
FWM
472
Focused Wealth Management
New York
$58K
CMBA
473
C.M. Bidwell & Associates
Hawaii
$57K
AF
474
Allworth Financial
California
$55K -$102 -4 -0.2%
1IA
475
1834 Investment Advisors
Wisconsin
$47K

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.