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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
MIM
501
Macroview Investment Management
Maryland
$22K -$95.3K -4,100 -81%
ML
502
McAdam LLC
Pennsylvania
$22K +$21.7K +933 New
BWP
503
Baldwin Wealth Partners
Massachusetts
$21K
PWAG
504
Polaris Wealth Advisory Group
California
$21K +$1.79K +77 +9%
TC
505
Truvestments Capital
Florida
$21K +$21.5K +925 New
RFM
506
Royal Fund Management
Florida
$20K
MFBTD
507
MB Financial Bank - Trust Department
Illinois
$20K +$20.3K +875 New
BFC
508
Bedel Financial Consulting
Indiana
$19K +$139 +6 +0.7%
PA
509
Parallel Advisors
California
$19K +$7.32K +315 +59%
NFG
510
Next Financial Group
Texas
$19K +$18.9K +812 New
ME
511
McIlrath & Eck
Washington
$19K +$19.8K +850 New
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$18K
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$18K
CPIG
514
Chicago Partners Investment Group
Illinois
$16K
VIA
515
Vantage Investment Advisors
Pennsylvania
$15K -$2.56K -110 -14%
MFT
516
Moisand Fitzgerald Tamayo
Florida
$15K +$15.5K +668 New
LF
517
Lee Financial
Texas
$14K
VNA
518
Valley National Advisers
Pennsylvania
$14K
SFM
519
Signet Financial Management
New Jersey
$12K -$43.5K -1,873 -78%
FMP
520
Financial Management Professionals
Texas
$11K -$31.1K -1,340 -74%
QCIG
521
Quad-Cities Investment Group
Iowa
$11K
WIA
522
Westbourne Investment Advisors
Maryland
$11K +$11.6K +500 New
RWA
523
Ropes Wealth Advisors
Massachusetts
$11K +$11.7K +502 New
TWA
524
TCI Wealth Advisors
Arizona
$9K -$5.81K -250 -40%
CFA
525
Camarda Financial Advisors
Florida
$9K

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.