iShares Gold Trust
IAU
734 hedge funds and large institutions have $9.8B invested in iShares Gold Trust in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 258 increasing their positions, 184 reducing their positions, and 43 closing their positions.
821% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $324K
219% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 43
40% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 184
40% more funds holding in top 10
Funds holding in top 10: 58 → 81 (+23)
14% more funds holding
Funds holding: 646 → 734 (+88)
11% more capital invested
Capital invested by funds: $8.79B → $9.8B (+$1.01B)
0.39% more ownership
Funds ownership: 27.44% → 27.83% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$94.4M |
| 2 |
JP Morgan Chase
New York
|
+$69.2M |
| 3 |
SG Americas Securities
New York
|
+$42M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$40.8M |
| 5 |
Bank of New York Mellon
New York
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IVA
International Value Advisers
|
-$51.1M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$44.8M |
| 3 |
GLI
Guardian Life Insurance
New York
|
-$37.7M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$21.7M |
| 5 |
Axa
Paris,
France
|
-$13.3M |
IAU Hedge Fund Activity: Q4 2019 in Review
734 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q4 2019, worth a combined $9.8B — up 11% from $8.79B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new IAU positions and 43 closed out — a net gain of 94 holders — while 258 added to existing stakes and 184 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $94.4M. The largest seller was International Value Advisers, cutting an estimated $51.1M.
- 734 institutional investors held iShares Gold Trust (IAU) as of Q4 2019, up from 646 in Q3 2019.
- Funds reported $9.8B of iShares Gold Trust stock for Q4 2019, up 11% quarter-over-quarter.
- 137 funds opened new iShares Gold Trust positions in Q4 2019 and 43 closed out, a net change of +94 holders.
- The largest iShares Gold Trust buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $94.4M added.
- The largest iShares Gold Trust seller in Q4 2019 was International Value Advisers, an estimated $51.1M sold.
Based on aggregated 13F filings for Q4 2019.