iShares Gold Trust
IAU
460 hedge funds and large institutions have $4.15B invested in iShares Gold Trust in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 120 reducing their positions, and 40 closing their positions.
567% more call options, than puts
Call options by funds: $960K | Put options by funds: $144K
28% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 120
13% more capital invested
Capital invested by funds: $3.68B → $4.15B (+$470M)
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
1.81% more ownership
Funds ownership: 22.94% → 24.75% (+1.8%)
0% more funds holding
Funds holding: 460 → 460 (0)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$134M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$127M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$127M |
| 4 |
BlackRock
New York
|
+$100M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$204M |
| 2 |
RGIA
Rainier Group Investment Advisory
Bellevue,
Washington
|
-$19.5M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$19.2M |
| 4 |
BAM
Baring Asset Management
London,
United Kingdom
|
-$11M |
| 5 |
VF
Virtu Financial
New York
|
-$8.92M |
IAU Hedge Fund Activity: Q2 2017 in Review
460 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2017, worth a combined $4.15B — up 13% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IAU positions and 40 closed out — a net gain of 4 holders — while 153 added to existing stakes and 120 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was Windhaven Investment Management, cutting an estimated $204M.
- 460 institutional investors held iShares Gold Trust (IAU) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $4.15B of iShares Gold Trust stock for Q2 2017, up 13% quarter-over-quarter.
- 44 funds opened new iShares Gold Trust positions in Q2 2017 and 40 closed out, a net change of +4 holders.
- The largest iShares Gold Trust buyer in Q2 2017 was JP Morgan Chase, an estimated $134M added.
- The largest iShares Gold Trust seller in Q2 2017 was Windhaven Investment Management, an estimated $204M sold.
Based on aggregated 13F filings for Q2 2017.