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iShares Gold Trust
IAU

480 hedge funds and large institutions have $4.56B invested in iShares Gold Trust in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,582% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $49K

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

62% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 110

14% more funds holding in top 10

Funds holding in top 10: 28 → 32 (+4)

10% more capital invested

Capital invested by funds: $4.15B → $4.56B (+$410M)

4% more funds holding

Funds holding: 460 → 480 (+20)

0.27% less ownership

Funds ownership: 24.75% → 24.48% (-0.27%)

Holders
480
Holders Change
+20
Holders Change %
+4.35%
% of All Funds
11.97%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
50
Increased
178
Reduced
110
Closed
24
Calls
$1.31M
Puts
$49K
Net Calls
+$1.26M
Net Calls Change
+$449K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$113M
2
BA
Bridgewater Associates
Connecticut
+$101M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.1M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.5M
5
Bank of America
Bank of America
North Carolina
+$42.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$181M
2
JP Morgan Chase
JP Morgan Chase
New York
-$55.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
4
PAG
Pinnacle Advisory Group
Maryland
-$13.1M
5
WIM
Windhaven Investment Management
Massachusetts
-$6.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$27.9M – – –
PSUF
27
People's United Financial
Connecticut
$27.5M +$1.33M +54,131 +5%
Ameriprise
28
Ameriprise
Minnesota
$25.4M +$6.2M +251,900 +32%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24.5M +$4.7M +190,963 +24%
SH
30
Sandia Holdings
Connecticut
$20.5M +$4.97M +201,938 +32%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$19M -$905K -36,800 -5%
EA
32
Evanston Advisors
Illinois
$16.9M +$16.9M +686,467 New
TAM
33
Tocqueville Asset Management
New York
$15.6M -$5.71K -232 -0%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$15.1M +$3.94M +160,034 +35%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$14.8M -$14.8M -600,000 -50%
GPC
36
Guardian Point Capital
Virginia
$14.8M +$2.46M +100,000 +20%
JFA
37
JNBA Financial Advisors
Minnesota
$14.6M -$1.8M -72,984 -11%
GMA
38
Goldstein Munger & Associates
California
$14.2M +$768K +31,221 +6%
FCB
39
First Command Bank
Texas
$13.3M +$222K +9,008 +2%
FCFS
40
First Command Financial Services
Texas
$13.3M +$222K +9,008 +2%
GI
41
Gradient Investments
Minnesota
$12.9M +$967K +39,303 +8%
VCM
42
Vigilant Capital Management
Maine
$12.7M +$568K +23,083 +5%
Axa
43
Axa
France
$12.7M – – –
GC
44
Gibson Capital
Pennsylvania
$12.6M +$9.69K +394 +0.1%
MIS
45
Morningstar Investment Services
Illinois
$12.5M +$927K +37,677 +8%
FM
46
Foster & Motley
Ohio
$12M -$387K -15,724 -3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$11.3M +$494K +20,083 +5%
Northern Trust
48
Northern Trust
Illinois
$11.2M +$530K +21,541 +5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$11M +$3.88M +157,693 +55%
NA
50
Nottingham Advisors
New York
$10.8M +$163K +6,636 +2%
1
2
3 4 5

IAU Hedge Fund Activity: Q3 2017 in Review

480 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2017, worth a combined $4.56B — up 9.9% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IAU positions and 24 closed out — a net gain of 26 holders — while 178 added to existing stakes and 110 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $113M. The largest seller was BlackRock, cutting an estimated $181M.

  • 480 institutional investors held iShares Gold Trust (IAU) as of Q3 2017, up from 460 in Q2 2017.
  • Funds reported $4.56B of iShares Gold Trust stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 50 funds opened new iShares Gold Trust positions in Q3 2017 and 24 closed out, a net change of +26 holders.
  • The largest iShares Gold Trust buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $113M added.
  • The largest iShares Gold Trust seller in Q3 2017 was BlackRock, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2017.