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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
MLIC
576
Mandatum Life Insurance Company
Finland
-$60K -2,398 Closed
AWM
577
Avondale Wealth Management
Texas
-$46K -1,850 Closed
WWM
578
Willingdon Wealth Management
North Carolina
-$43K -1,700 Closed
LC
579
Landaas & Company
Wisconsin
-$41K -1,629 Closed
TRCT
580
Tower Research Capital (TRC)
New York
-$40K -1,612 Closed
II
581
Inspire Investing
Idaho
-$31K -1,225 Closed
NCM
582
New Capital Management
Texas
-$24K -954 Closed
SIAS
583
Shine Investment Advisory Services
Colorado
-$18K -727 Closed
CA
584
Calton & Associates
Florida
-$15K -585 Closed
AP
585
Atwood & Palmer
Missouri
-$12K -469 Closed
LCM
586
Liberty Capital Management
Michigan
-$8K -323 Closed
CHC
587
City Holding Co
West Virginia
-$6K -239 Closed
BWM
588
Baystate Wealth Management
Massachusetts
-$6K -215 Closed
BL
589
Balentine LLC
Georgia
-$5K -200 Closed
PCA
590
Providence Capital Advisors
North Carolina
-$5K -200 Closed
TC
591
Telemus Capital
Michigan
-$4K -163 Closed
SWP
592
Strategic Wealth Partners
Ohio
-$2.99K -117 -92%
KTM
593
Keeler Thomas Management
Utah
-$2K -100 Closed
PWM
594
Paulson Wealth Management
Illinois
-$3K -100 Closed
TCM
595
Tradewinds Capital Management
Washington
-$2K -80 Closed
WTB
596
Washington Trust Bank
Washington
-$1K -40 Closed
PCM
597
Peak Capital Management
Colorado
+$383 +15 New

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.