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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
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$7.28M +$953K +37,345 +15%
TFCP
77
Twin Focus Capital Partners
Massachusetts
$7.22M +$20.4K +800 +0.3%
PAMU
78
Pictet Asset Management (UK)
United Kingdom
$7.22M +$4.54M +177,670 +168%
SAM
79
Shamrock Asset Management
Texas
$6.97M +$7.18M +281,208 New
LSAG
80
Lake Street Advisors Group
New Hampshire
$6.74M -$5.11M -200,062 -43%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$6.68M +$626K +24,530 +10%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$6.61M +$2.36M +92,450 +55%
PCP
83
Proficio Capital Partners
Massachusetts
$6.59M +$6.61M +258,905 New
Stifel Financial
84
Stifel Financial
Missouri
$6.31M -$2.67M -104,484 -30%
WIP
85
Wellesley Investment Partners
Massachusetts
$6.26M +$480K +18,781 +8%
QIM
86
Quest Investment Management
Oregon
$6.11M
CCM
87
Covington Capital Management
California
$6.08M -$11.2K -438 -0.2%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$6.07M +$522K +20,432 +9%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$6.06M +$2.3M +89,930 +61%
WMG
90
WESCAP Management Group
California
$5.81M +$736K +28,808 +14%
BOS
91
Bingham Osborn & Scarborough
California
$5.71M
RWA
92
RGT Wealth Advisors
Texas
$5.53M
MD
93
Money Design
Japan
$5.51M +$1.09M +42,884 +25%
AA
94
Ancora Advisors
Ohio
$5.46M +$68.9K +2,698 +1%
CAN
95
Cetera Advisor Networks
California
$5.39M +$56.2K +2,200 +1%
JIR
96
James Investment Research
Ohio
$5.38M +$2.67M +104,539 +98%
SG Americas Securities
97
SG Americas Securities
New York
$5.27M +$3.83M +150,000 +264%
AA
98
Advisory Alpha
Michigan
$5.26M -$1.14M -44,545 -18%
SB
99
Suntrust Banks
Georgia
$5.23M +$1.58M +61,889 +43%
USAA
100
United Services Automobile Association
Texas
$5.09M -$1.03M -40,450 -17%

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.