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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
PAG
26
Pinnacle Advisory Group
Maryland
$31.4M +$30M +1,175,844 +1,981%
PSUF
27
People's United Financial
Connecticut
$30.9M +$1.73M +67,616 +6%
Ameriprise
28
Ameriprise
Minnesota
$30.6M +$1.64M +64,367 +6%
IC
29
Iconiq Capital
California
$30.1M -$4M -156,529 -12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$25.8M +$828K +32,450 +3%
PL
31
Polianta Ltd
Jersey
$24.4M -$864K -33,850 -3%
HNB
32
Huntington National Bank
Ohio
$21.3M
SH
33
Sandia Holdings
Connecticut
$21.2M
GI
34
Gradient Investments
Minnesota
$19.2M +$3.65M +142,866 +23%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$19.1M +$1.54M +60,347 +9%
AHSSHC
36
Adventist Health System Sunbelt Healthcare Corp
Florida
$18.6M
Allianz Asset Management
37
Allianz Asset Management
Germany
$17.9M +$8.94M +350,234 +99%
EA
38
Evanston Advisors
Illinois
$17.6M +$570K +22,331 +3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$17.3M +$1.01M +39,622 +6%
MSWM
40
Mader & Shannon Wealth Management
Missouri
$16.4M +$16.4M +642,788 New
TAM
41
Tocqueville Asset Management
New York
$15.8M +$82.8K +3,242 +0.5%
JFA
42
JNBA Financial Advisors
Minnesota
$15.6M +$29.6K +1,158 +0.2%
GPC
43
Guardian Point Capital
Virginia
$15.3M
FCB
44
First Command Bank
Texas
$14.6M -$25.6K -1,002 -0.2%
FCFS
45
First Command Financial Services
Texas
$14.6M -$25.6K -1,002 -0.2%
GMA
46
Goldstein Munger & Associates
California
$14.4M -$129K -5,044 -0.9%
VCM
47
Vigilant Capital Management
Maine
$13.7M +$1.67M +65,373 +14%
GC
48
Gibson Capital
Pennsylvania
$13.5M +$28.3K +1,109 +0.2%
Northern Trust
49
Northern Trust
Illinois
$13.2M +$153K +5,994 +1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$12.8M +$86.1K +3,374 +0.7%

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.