iShares Gold Trust
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$113M |
| 2 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$101M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$82.1M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$79.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$181M |
| 2 |
JP Morgan Chase
New York
|
-$55.7M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$14.8M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$13.1M |
| 5 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$6.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MBT
501
Monroe Bank & Trust
Monroe,
Michigan
| – | -$12K | -500 | Closed |
|
|
VWA
502
V Wealth Advisors
Overland Park,
Kansas
| – | -$10K | -420 | Closed |
|
|
TCOV
503
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$9K | -378 | Closed |
|
504
Parallax Volatility Advisers
San Francisco,
California
| – | -$7.04K | -286 | -100% |
|
|
WEC
505
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$4.91K | -206 | Closed |
|
|
LWCFA
506
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$4K | -165 | Closed |
|
|
BCI
507
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$2K | -96 | Closed |
|
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.