iShares Gold Trust
538 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.
931% more call options, than puts
Call options by funds: $495K | Put options by funds: $48K
188% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 32
14% more capital invested
Capital invested by funds: $4.56B → $5.2B (+$635M)
13% more funds holding in top 10
Funds holding in top 10: 32 → 36 (+4)
12% more funds holding
Funds holding: 481 → 538 (+57)
0.87% more ownership
Funds ownership: 24.48% → 25.35% (+0.87%)
19% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$374M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$135M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$20.9M |
| 4 |
Morgan Stanley
New York
|
+$19.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$76.1M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$70.4M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$20.1M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$14.8M |
| 5 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
-$10.7M |
IAU Hedge Fund Activity: Q4 2017 in Review
538 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2017, worth a combined $5.2B — up 14% from $4.56B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IAU positions and 32 closed out — a net gain of 60 holders — while 134 added to existing stakes and 166 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $374M. The largest seller was JP Morgan Chase, cutting an estimated $76.1M.
- 538 institutional investors held iShares Gold Trust (IAU) as of Q4 2017, up from 481 in Q3 2017.
- Funds reported $5.2B of iShares Gold Trust stock for Q4 2017, up 14% quarter-over-quarter.
- 92 funds opened new iShares Gold Trust positions in Q4 2017 and 32 closed out, a net change of +60 holders.
- The largest iShares Gold Trust buyer in Q4 2017 was Sumitomo Mitsui Trust Group, an estimated $374M added.
- The largest iShares Gold Trust seller in Q4 2017 was JP Morgan Chase, an estimated $76.1M sold.
Based on aggregated 13F filings for Q4 2017.