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iShares Gold Trust
IAU

612 hedge funds and large institutions have $6.74B invested in iShares Gold Trust in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 222 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,187% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $15K

83% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 40

27% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 175

13% more capital invested

Capital invested by funds: $5.96B → $6.74B (+$785M)

4% more funds holding

Funds holding: 590 → 612 (+22)

1.02% more ownership

Funds ownership: 25.52% → 26.54% (+1%)

6% less funds holding in top 10

Funds holding in top 10: 49 → 46 (-3)

Holders
612
Holders Change
+22
Holders Change %
+3.73%
% of All Funds
13.25%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1%
New
73
Increased
222
Reduced
175
Closed
40
Calls
$2.59M
Puts
$15K
Net Calls
+$2.58M
Net Calls Change
-$113K

Top Buyers

Rank Fund Capital Flow
1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$284M
2
BlackRock
BlackRock
New York
+$118M
3
FI
FormulaFolio Investments
Michigan
+$84.3M
4
Morgan Stanley
Morgan Stanley
New York
+$55.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$44.4M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$51M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$31.2M
3
IVA
International Value Advisers
-$16.9M
4
Cohen & Steers
Cohen & Steers
New York
-$16.7M
5
SEI Investments
SEI Investments
Pennsylvania
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
Lee Financial
Texas
$3K +$2.55K +102 New
KC
602
Knuff & Co
California
$2K – – –
NR
603
Newfound Research
Massachusetts
$2K – – –
WAS
604
Winch Advisory Services
Wisconsin
$2K – – –
First Manhattan
605
First Manhattan
New York
$1K – – –
JWM
606
Janiczek Wealth Management
Colorado
$1K – – –
SIS
607
Sound Income Strategies
Florida
$1K – – –
WT
608
Whittier Trust
California
$1K +$799 +32 New
W
609
WealthStone
Ohio
$1K +$1.25K +50 New
GT
610
Glenmede Trust
Pennsylvania
$762 +$267K +10,679 +53%
Koshinski Asset Management
611
Koshinski Asset Management
Illinois
$584 +$267K +10,680 +83%
SFFS
612
Stonehage Fleming Financial Services
Jersey
$403 – – –
SI
613
Sprott Inc
Ontario, Canada
$294 +$297K +11,904 New
MIS
614
Morningstar Investment Services
Illinois
– -$13M -529,807 Closed
SG Americas Securities
615
SG Americas Securities
New York
– -$8.16M -332,166 Closed
Renaissance Technologies
616
Renaissance Technologies
New York
– -$5.42M -220,700 Closed
SCA
617
Strategic Capital Advisers
Colorado
– -$3.9M -158,846 Closed
LPC
618
Loeb Partners Corp
New York
– -$3.61M -147,000 Closed
PFS
619
Prospera Financial Services
Texas
– -$2.09M -84,807 Closed
Millennium Management
620
Millennium Management
New York
– -$1.78M -72,235 Closed
CC
621
Claybrook Capital
Massachusetts
– -$1.4M -56,982 Closed
BL
622
Balentine LLC
Georgia
– -$943K -38,381 Closed
TFA
623
Transamerica Financial Advisors
Florida
– -$827K -33,622 Closed
FWIA
624
Fort Washington Investment Advisors
Ohio
– -$586K -23,848 Closed
W
625
WealthOne
New York
– -$537K -21,843 Closed
23 24
25
26 27

IAU Hedge Fund Activity: Q1 2019 in Review

612 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2019, worth a combined $6.74B — up 13% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IAU positions and 40 closed out — a net gain of 33 holders — while 222 added to existing stakes and 175 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $284M. The largest seller was AssetMark Inc, cutting an estimated $51M.

  • 612 institutional investors held iShares Gold Trust (IAU) as of Q1 2019, up from 590 in Q4 2018.
  • Funds reported $6.74B of iShares Gold Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 73 funds opened new iShares Gold Trust positions in Q1 2019 and 40 closed out, a net change of +33 holders.
  • The largest iShares Gold Trust buyer in Q1 2019 was Sumitomo Mitsui Trust Group, an estimated $284M added.
  • The largest iShares Gold Trust seller in Q1 2019 was AssetMark Inc, an estimated $51M sold.

Based on aggregated 13F filings for Q1 2019.