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iShares Gold Trust
IAU

538 hedge funds and large institutions have $5.2B invested in iShares Gold Trust in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 134 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

931% more call options, than puts

Call options by funds: $495K | Put options by funds: $48K

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $4.56B → $5.2B (+$635M)

13% more funds holding in top 10

Funds holding in top 10: 32 → 36 (+4)

12% more funds holding

Funds holding: 481 → 538 (+57)

0.87% more ownership

Funds ownership: 24.48% → 25.35% (+0.87%)

19% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 166

Holders
538
Holders Change
+57
Holders Change %
+11.85%
% of All Funds
12.2%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
92
Increased
134
Reduced
166
Closed
32
Calls
$495K
Puts
$48K
Net Calls
+$447K
Net Calls Change
-$818K

Top Buyers

Rank Fund Capital Flow
1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$374M
2
CSIA
Charles Schwab Investment Advisory
California
+$135M
3
MB
Mizuho Bank
Japan
+$20.9M
4
Morgan Stanley
Morgan Stanley
New York
+$19.8M
5
Bank of America
Bank of America
North Carolina
+$19.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$76.1M
2
WIM
Windhaven Investment Management
Massachusetts
-$70.4M
3
3AM
3EDGE Asset Management
Florida
-$20.1M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$14.8M
5
MSWM
Mader & Shannon Wealth Management
Missouri
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
526
Highlander Capital Management
New Jersey
$3K – – –
RBC
527
Roble Belko & Company
Pennsylvania
$3K – – –
WAS
528
Winch Advisory Services
Wisconsin
$3K – – –
PWM
529
Paulson Wealth Management
Illinois
$3K +$2.45K +100 New
SPIA
530
Steward Partners Investment Advisory
New York
$2K -$21K -856 -89%
TCM
531
TD Capital Management
Tennessee
$2K – – –
NR
532
Newfound Research
Massachusetts
$2K +$49 +2 +3%
TCM
533
Tradewinds Capital Management
Washington
$2K +$1.96K +80 New
KTM
534
Keeler Thomas Management
Utah
$2K +$2.45K +100 New
SIS
535
Sound Income Strategies
Florida
$1K +$515 +21 New
WTB
536
Washington Trust Bank
Washington
$1K +$981 +40 New
UBS AM
537
UBS AM
Illinois
$626 +$613 +25 New
PCG
538
Private Capital Group
Connecticut
$90 +$88.5K +3,605 New
Mitsubishi UFJ Trust & Banking
539
Mitsubishi UFJ Trust & Banking
Japan
– -$14.8M -600,000 Closed
MSWM
540
Mader & Shannon Wealth Management
Missouri
– -$10.7M -433,292 Closed
BCM
541
Brookstone Capital Management
Illinois
– -$5.97M -242,418 Closed
MLL
542
Moody Lynn & Lieberson
Massachusetts
– -$1.15M -46,942 Closed
RWP
543
RWA Wealth Partners
Massachusetts
– -$1.14M -46,297 Closed
NPC
544
National Planning Corporation
California
– -$881K -35,789 Closed
CA
545
Cambridge Associates
Massachusetts
– -$793K -32,200 Closed
MWM
546
Merriman Wealth Management
Washington
– -$559K -22,720 Closed
PPA
547
Parametric Portfolio Associates
Washington
– -$374K -15,182 Closed
GC
548
Garde Capital
Washington
– -$274K -11,129 Closed
ICOA
549
Investment Centers of America
North Dakota
– -$275K -11,084 Closed
APP
550
Avantax Planning Partners
Iowa
– -$269K -10,939 Closed
19 20 21
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IAU Hedge Fund Activity: Q4 2017 in Review

538 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2017, worth a combined $5.2B — up 14% from $4.56B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IAU positions and 32 closed out — a net gain of 60 holders — while 134 added to existing stakes and 166 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $374M. The largest seller was JP Morgan Chase, cutting an estimated $76.1M.

  • 538 institutional investors held iShares Gold Trust (IAU) as of Q4 2017, up from 481 in Q3 2017.
  • Funds reported $5.2B of iShares Gold Trust stock for Q4 2017, up 14% quarter-over-quarter.
  • 92 funds opened new iShares Gold Trust positions in Q4 2017 and 32 closed out, a net change of +60 holders.
  • The largest iShares Gold Trust buyer in Q4 2017 was Sumitomo Mitsui Trust Group, an estimated $374M added.
  • The largest iShares Gold Trust seller in Q4 2017 was JP Morgan Chase, an estimated $76.1M sold.

Based on aggregated 13F filings for Q4 2017.