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iShares Gold Trust
IAU

460 hedge funds and large institutions have $4.15B invested in iShares Gold Trust in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $960K | Put options by funds: $144K

28% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 120

13% more capital invested

Capital invested by funds: $3.68B → $4.15B (+$470M)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1.81% more ownership

Funds ownership: 22.94% → 24.75% (+1.8%)

0% more funds holding

Funds holding: 460 → 460 (0)

3% less funds holding in top 10

Funds holding in top 10: 29 → 28 (-1)

Holders
460
Holders Change
–
Holders Change %
0%
% of All Funds
11.47%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
44
Increased
153
Reduced
120
Closed
40
Calls
$960K
Puts
$144K
Net Calls
+$816K
Net Calls Change
-$1.43M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$134M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$127M
3
CSIA
Charles Schwab Investment Advisory
California
+$127M
4
BlackRock
BlackRock
New York
+$100M
5
Bank of America
Bank of America
North Carolina
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
-$204M
2
RGIA
Rainier Group Investment Advisory
Washington
-$19.5M
3
AAM
Aberdeen Asset Management
United Kingdom
-$19.2M
4
BAM
Baring Asset Management
United Kingdom
-$11M
5
VF
Virtu Financial
New York
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
26
People's United Financial
Connecticut
$25.4M +$1.17M +48,298 +5%
HNB
27
Huntington National Bank
Ohio
$21.2M -$127K -5,249 Closed
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$19.3M +$2.05M +84,732 +12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$19.2M -$1.05M -43,555 -5%
Ameriprise
30
Ameriprise
Minnesota
$18.7M +$2.55M +105,306 +16%
JFA
31
JNBA Financial Advisors
Minnesota
$15.9M +$643K +26,569 +4%
TAM
32
Tocqueville Asset Management
New York
$15.1M +$2.97M +122,710 +24%
SH
33
Sandia Holdings
Connecticut
$15.1M +$4.9M +202,593 +47%
PAG
34
Pinnacle Advisory Group
Maryland
$13.9M -$2.27M -93,764 -14%
GMA
35
Goldstein Munger & Associates
California
$13M +$1.23M +50,868 +10%
FCB
36
First Command Bank
Texas
$12.7M +$343K +14,155 +3%
FCFS
37
First Command Financial Services
Texas
$12.7M +$343K +14,155 +3%
Axa
38
Axa
France
$12.3M – – –
GC
39
Gibson Capital
Pennsylvania
$12.1M +$768K +31,738 +7%
FM
40
Foster & Motley
Ohio
$12M +$309K +12,749 +3%
GPC
41
Guardian Point Capital
Virginia
$11.9M – – –
VCM
42
Vigilant Capital Management
Maine
$11.8M +$383K +15,836 +3%
GI
43
Gradient Investments
Minnesota
$11.6M +$566K +23,365 +5%
MIS
44
Morningstar Investment Services
Illinois
$11.2M +$1.43M +59,040 +14%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$10.8M -$1.78M -73,446 -14%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$10.5M -$17.8K -736 -0.2%
Northern Trust
47
Northern Trust
Illinois
$10.3M -$588K -24,296 -5%
NA
48
Nottingham Advisors
New York
$10.3M +$689K +28,483 +7%
ZF
49
Zhang Financial
Michigan
$8.73M +$183K +7,541 +2%
Allianz Asset Management
50
Allianz Asset Management
Germany
$8.45M – – –
1
2
3 4 5

IAU Hedge Fund Activity: Q2 2017 in Review

460 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2017, worth a combined $4.15B — up 13% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IAU positions and 40 closed out — a net gain of 4 holders — while 153 added to existing stakes and 120 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was Windhaven Investment Management, cutting an estimated $204M.

  • 460 institutional investors held iShares Gold Trust (IAU) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $4.15B of iShares Gold Trust stock for Q2 2017, up 13% quarter-over-quarter.
  • 44 funds opened new iShares Gold Trust positions in Q2 2017 and 40 closed out, a net change of +4 holders.
  • The largest iShares Gold Trust buyer in Q2 2017 was JP Morgan Chase, an estimated $134M added.
  • The largest iShares Gold Trust seller in Q2 2017 was Windhaven Investment Management, an estimated $204M sold.

Based on aggregated 13F filings for Q2 2017.