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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
ADL
476
Asset Dedication LLC
California
$47K
FMP
477
Financial Management Professionals
Texas
$45K
RWP
478
RWA Wealth Partners
Massachusetts
$45K +$45.6K +1,787 New
AIM
479
Advantage Investment Management
Iowa
$42K -$2.12K -83 -5%
CBT
480
Central Bank & Trust
Kentucky
$42K
AIS
481
AlphaOne Investment Services
Pennsylvania
$41K +$1.35K +53 +3%
SBL
482
Sargent Bickham Lagudis
Colorado
$41K +$9.91K +388 +32%
ACA
483
Atlas Capital Advisors
Wyoming
$38.2K +$38.3K +1,500 New
FIB
484
First Interstate Bank
Montana
$38K
Group One Trading
485
Group One Trading
Illinois
$38K +$38.4K +1,504 New
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$37K -$1.81K -71 -5%
AWM
487
AllSquare Wealth Management
New York
$35K
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$35K
GWS
489
Glassman Wealth Services
Virginia
$32K
MWM
490
Mascoma Wealth Management
New Hampshire
$32K
FGC
491
Financial Gravity Companies
Texas
$32K +$8.6K +337 +36%
FGAM
492
Financial Gravity Asset Management
Texas
$32K +$32.3K +1,264 New
CAW
493
Cornerstone Advisors (Washington)
Washington
$31K
ANBT
494
American National Bank & Trust
Texas
$30K
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K +$29.7K +1,165 New
CA
496
Crewe Advisors
Utah
$29K
PFBT
497
Parkside Financial Bank & Trust
Missouri
$29K
PS
498
Portfolio Strategies
New York
$25K
KTC
499
Kistler-Tiffany Companies
Pennsylvania
$24K -$5.11K -200 -17%
BWP
500
Baldwin Wealth Partners
Massachusetts
$23K

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.