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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
First Manhattan
551
First Manhattan
New York
$1K +$1.74K +75 New
JFA
552
JNBA Financial Advisors
Minnesota
-$14.6M -608,797 Closed
USAA
553
United Services Automobile Association
Texas
-$4.81M -200,080 Closed
FTUS
554
Flow Traders U.S.
New York
-$3.94M -163,951 Closed
MSWM
555
Mader & Shannon Wealth Management
Missouri
-$3.52M -146,317 Closed
QAM
556
Q3 Asset Management
Michigan
-$2.45M -102,059 Closed
VF
557
Virtu Financial
New York
-$2.14M -89,014 Closed
CM
558
Columbus Macro
Pennsylvania
-$1.9M -79,202 Closed
Capstone Investment Advisors
559
Capstone Investment Advisors
New York
-$1.8M -75,000 Closed
Susquehanna International Group
560
Susquehanna International Group
Pennsylvania
-$1.78M -74,093 Closed
JPG
561
Jordan Park Group
California
-$1.06M -44,100 Closed
MLL
562
Moody Lynn & Lieberson
Massachusetts
-$941K -40,039 Closed
LA
563
LexAurum Advisors
Kansas
-$867K -36,084 Closed
BAM
564
Belpointe Asset Management
Nevada
-$775K -32,232 Closed
FCBT
565
First Citizens Bank & Trust
North Carolina
-$554K -23,063 Closed
AIP
566
Ahrens Investment Partners
Louisiana
-$409K -17,025 Closed
VanEck Associates
567
VanEck Associates
New York
-$387K -16,118 Closed
EFS
568
Essex Financial Services
Connecticut
-$385K -16,000 Closed
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
-$328K -13,633 Closed
EWMCB
570
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$282K -11,748 Closed
EM
571
Excalibur Management
Massachusetts
-$273K -11,336 Closed
Citadel Advisors
572
Citadel Advisors
Florida
-$261K -10,850 Closed
ACM
573
Azimuth Capital Management
Michigan
-$240K -10,000 Closed
GEM
574
Global Endowment Management
North Carolina
-$232K -9,650 Closed
Fisher Asset Management
575
Fisher Asset Management
Washington
-$180K -7,470 Closed

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.