iShares Gold Trust
IAU
646 hedge funds and large institutions have $8.79B invested in iShares Gold Trust in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 269 increasing their positions, 141 reducing their positions, and 47 closing their positions.
371% more call options, than puts
Call options by funds: $3.25M | Put options by funds: $690K
91% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 141
72% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 47
24% more capital invested
Capital invested by funds: $7.1B → $8.79B (+$1.69B)
18% more funds holding in top 10
Funds holding in top 10: 49 → 58 (+9)
5% more funds holding
Funds holding: 618 → 646 (+28)
0.53% more ownership
Funds ownership: 26.91% → 27.44% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$362M |
| 2 |
JP Morgan Chase
New York
|
+$138M |
| 3 |
Bank of New York Mellon
New York
|
+$121M |
| 4 |
Morgan Stanley
New York
|
+$120M |
| 5 |
Citigroup
New York
|
+$95.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$130M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$14.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12.2M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$11.4M |
| 5 |
NCM
Narwhal Capital Management
Marietta,
Georgia
|
-$9.94M |
IAU Hedge Fund Activity: Q3 2019 in Review
646 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2019, worth a combined $8.79B — up 24% from $7.1B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new IAU positions and 47 closed out — a net gain of 34 holders — while 269 added to existing stakes and 141 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $130M.
- 646 institutional investors held iShares Gold Trust (IAU) as of Q3 2019, up from 618 in Q2 2019.
- Funds reported $8.79B of iShares Gold Trust stock for Q3 2019, up 24% quarter-over-quarter.
- 81 funds opened new iShares Gold Trust positions in Q3 2019 and 47 closed out, a net change of +34 holders.
- The largest iShares Gold Trust buyer in Q3 2019 was Fidelity Investments, an estimated $362M added.
- The largest iShares Gold Trust seller in Q3 2019 was Sumitomo Mitsui Trust Group, an estimated $130M sold.
Based on aggregated 13F filings for Q3 2019.