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iShares Gold Trust

553 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,110% more call options, than puts

Call options by funds: $254K | Put options by funds: $21K

0.68% less ownership

Funds ownership: 25.9%25.22% (-0.68%)

2% less funds holding

Funds holding: 564553 (-11)

9% less capital invested

Capital invested by funds: $5.8B → $5.29B (-$513M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

21% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 202

Holders
553
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
476
1834 Investment Advisors
Wisconsin
$42K
ADL
477
Asset Dedication LLC
California
$42K
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$40K -$52.6K -2,265 -56%
CBT
479
Central Bank & Trust
Kentucky
$38K
FHA
480
First Horizon Advisors
Tennessee
$36K -$43.6K -1,875 -54%
SBL
481
Sargent Bickham Lagudis
Colorado
$36K
IWMA
482
Ironwood Wealth Management (Arizona)
Arizona
$36K +$24.7K +1,062 +215%
FIB
483
First Interstate Bank
Montana
$34K
PCIG
484
Partners Capital Investment Group
Massachusetts
$34K
MWPCG
485
Measured Wealth Private Client Group
New Hampshire
$33K +$33.7K +1,450 New
OC
486
Oakworth Capital
Alabama
$32K
EFSCE
487
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
CMBA
488
C.M. Bidwell & Associates
Hawaii
$30K -$52.3K -2,250 -63%
CHP
489
Cable Hill Partners
Oregon
$29K
MWM
490
Mascoma Wealth Management
New Hampshire
$29K
BCM
491
Blume Capital Management
California
$28K
AIM
492
Advantage Investment Management
Iowa
$28K +$1.74K +75 +6%
ACS
493
Archford Capital Strategies
Illinois
$27K
CFGS
494
Concourse Financial Group Securities
Alabama
$27K +$27.5K +1,185 New
DWM
495
Destination Wealth Management
California
$26K -$1.74K -75 -6%
CA
496
Crewe Advisors
Utah
$26K
PFBT
497
Parkside Financial Bank & Trust
Missouri
$26K
AWM
498
AllSquare Wealth Management
New York
$24K -$7.69K -331 -24%
BWA
499
Burt Wealth Advisors
Maryland
$23K
PS
500
Portfolio Strategies
New York
$23K

IAU Hedge Fund Activity: Q3 2018 in Review

553 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2018, worth a combined $5.29B — down 8.8% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of IAU and 41 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 159 added.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $288M.

  • 553 institutional investors held iShares Gold Trust (IAU) as of Q3 2018, down from 564 in Q2 2018.
  • Funds reported $5.29B of iShares Gold Trust stock for Q3 2018, down 8.8% quarter-over-quarter.
  • 41 funds opened new iShares Gold Trust positions in Q3 2018 and 50 closed out, a net change of -9 holders.
  • The largest iShares Gold Trust buyer in Q3 2018 was Sumitomo Mitsui Trust Group, an estimated $82.8M added.
  • The largest iShares Gold Trust seller in Q3 2018 was JP Morgan Chase, an estimated $288M sold.

Based on aggregated 13F filings for Q3 2018.