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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
SP
501
SWS Partners
Ohio
$22K -$6.74K -264 -24%
RFM
502
Royal Fund Management
Florida
$22K
PWAG
503
Polaris Wealth Advisory Group
California
$22K +$21.8K +855 New
CAL
504
Capital Analysts LLC
Pennsylvania
$20K
OSNBOA
505
Old Second National Bank of Aurora
Illinois
$20K
OC
506
Oakworth Capital
Alabama
$19K
VIA
507
Vantage Investment Advisors
Pennsylvania
$19K
BFC
508
Bedel Financial Consulting
Indiana
$18K +$18.4K +722 New
CPIG
509
Chicago Partners Investment Group
Illinois
$17K
HIIFS
510
Harel Insurance Investments & Financial Services
Israel
$17K +$16.6K +650 New
FHA
511
First Horizon Advisors
Tennessee
$16K
LF
512
Lee Financial
Texas
$16K
VNA
513
Valley National Advisers
Pennsylvania
$16K
TWA
514
TCI Wealth Advisors
Arizona
$16K +$4.72K +185 +42%
UBS AM
515
UBS AM
Illinois
$14.3K +$13.7K +538 +2,152%
PA
516
Parallel Advisors
California
$14K
DBT
517
Dubuque Bank & Trust
Iowa
$13K
MBT
518
Monroe Bank & Trust
Michigan
$13K
CGT
519
Capital Guardian Trust
California
$12K +$12.1K +475 New
MWM
520
MinichMacGregor Wealth Management
New York
$11K
SA
521
SRH Advisors
Kansas
$10K
VCM
522
Virtue Capital Management
Tennessee
$10K +$9.63K +377 New
LNB
523
Ledyard National Bank
$10K +$9.78K +383 New
CFA
524
Camarda Financial Advisors
Florida
$10K +$10.2K +400 New
MSA
525
Marino Stram & Associates
Massachusetts
$9K

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.