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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
MIH
576
Meitav Investment House
Israel
-$174K -7,175 Closed
FB
577
Fulton Bank
Pennsylvania
-$124K -5,478 Closed
PBO
578
Peoples Bank (Ohio)
Ohio
-$121K -5,053 Closed
Simplex Trading
579
Simplex Trading
Illinois
-$98.9K -4,258 Closed
RWP
580
RWA Wealth Partners
Massachusetts
-$93K -3,878 Closed
CF
581
Centaurus Financial
California
-$90K -3,759 Closed
DSC
582
Duncker Streett & Co
Missouri
-$89K -3,700 Closed
AA
583
Apriem Advisors
California
-$88K -3,650 Closed
AWA
584
Acorn Wealth Advisors
Michigan
-$77K -3,217 Closed
LC
585
Landaas & Company
Wisconsin
-$39K -1,629 Closed
GWS
586
Glassman Wealth Services
Virginia
-$30K -1,241 Closed
MGIA
587
Moneta Group Investment Advisors
Missouri
-$29K -1,204 Closed
MLIC
588
Mandatum Life Insurance Company
Finland
-$28K -1,165 Closed
LA
589
Legacy Advisors
Pennsylvania
-$21K -868 Closed
BBHC
590
Brown Brothers Harriman & Co
New York
-$21K -866 Closed
RWA
591
River Wealth Advisors
Pennsylvania
-$13K -533 Closed
MBT
592
Monroe Bank & Trust
Michigan
-$12K -500 Closed
CFC
593
Coyle Financial Counsel
Illinois
-$10K -435 Closed
GBBWRPM
594
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$8K -350 Closed
AIM
595
Anchor Investment Management
South Carolina
-$6.01K -250 Closed
YWP
596
YorkBridge Wealth Partners
New York
-$6K -250 Closed
IAS
597
IMA Advisory Services
Colorado
-$5K -202 Closed
TCM
598
TD Capital Management
Tennessee
-$2K -65 Closed
TL
599
TrueWealth LLC
Georgia
-$1K -50 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.