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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
Axa
51
Axa
France
$12.5M
CCM
52
Coldstream Capital Management
Washington
$12.4M +$3.08M +120,621 +33%
FM
53
Foster & Motley
Ohio
$12.4M +$38.4K +1,504 +0.3%
MIS
54
Morningstar Investment Services
Illinois
$12.4M -$1.72M -67,390 -12%
VCM
55
Verger Capital Management
North Carolina
$11.8M -$14.5K -567 -0.1%
NA
56
Nottingham Advisors
New York
$11.6M -$454K -17,791 -4%
GCM
57
Gabalex Capital Management
New York
$11.5M +$11.5M +450,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$11.3M -$86.1K -3,374 -0.8%
EWM
59
Evercore Wealth Management
New York
$10.6M +$6.98M +273,557 +194%
GG
60
GenWealth Group
New Jersey
$9.42M +$934K +36,600 +11%
MA
61
MUFG Americas
New York
$9.42M +$322K +12,620 +4%
RJA
62
Raymond James & Associates
Florida
$9.34M -$724K -28,351 -7%
ZF
63
Zhang Financial
Michigan
$9.33M -$120K -4,714 -1%
FT
64
Fiduciary Trust
Massachusetts
$9.17M +$2.61M +102,240 +40%
BL
65
BCWM LLC
Kansas
$9.05M +$1.92M +75,129 +27%
TF
66
TIAA FSB
Florida
$8.24M +$1.93M +75,453 +30%
Invesco
67
Invesco
Georgia
$8.15M +$10.1K +396 +0.1%
LWA
68
Lowe Wealth Advisors
Maryland
$8.09M +$446K +17,482 +6%
MSL
69
Mackay Shields LLC
New York
$7.99M
LWM
70
Lenox Wealth Management
Ohio
$7.96M +$1.59M +62,108 +25%
M&T Bank
71
M&T Bank
New York
$7.71M +$180K +7,039 +2%
NCM
72
Narwhal Capital Management
Georgia
$7.66M +$456K +17,868 +6%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$7.55M +$3.93M +153,997 +108%
BFO
74
Biltmore Family Office
North Carolina
$7.52M +$46.3K +1,812 +0.6%
CA
75
Cetera Advisors
Colorado
$7.39M +$64.2K +2,514 +0.9%

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.