iShares Gold Trust
IAU
460 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.
1,271% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $177K
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
8% more capital invested
Capital invested by funds: $3.4B → $3.68B (+$282M)
0% less funds holding
Funds holding: 462 → 460 (-2)
0.44% less ownership
Funds ownership: 23.38% → 22.94% (-0.44%)
1% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$431M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$122M |
| 3 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$22.2M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$18.8M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$59.4M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$14.7M |
| 3 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$10.4M |
| 4 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$8.86M |
| 5 |
CGI
Cougar Global Investments
Toronto,
Ontario, Canada
|
-$7.96M |
IAU Hedge Fund Activity: Q1 2017 in Review
460 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2017, worth a combined $3.68B — up 8.3% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IAU positions and 33 closed out — a net gain of 5 holders — while 149 added to existing stakes and 151 trimmed.
The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Windhaven Investment Management, cutting an estimated $59.4M.
- 460 institutional investors held iShares Gold Trust (IAU) as of Q1 2017, down from 462 in Q4 2016.
- Funds reported $3.68B of iShares Gold Trust stock for Q1 2017, up 8.3% quarter-over-quarter.
- 38 funds opened new iShares Gold Trust positions in Q1 2017 and 33 closed out, a net change of +5 holders.
- The largest iShares Gold Trust buyer in Q1 2017 was BlackRock, an estimated $431M added.
- The largest iShares Gold Trust seller in Q1 2017 was Windhaven Investment Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q1 2017.