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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
Creative Planning
101
Creative Planning
Kansas
$5.02M -$45.1K -1,765 -0.9%
SBWM
102
Sunflower Bank Wealth Management
Arizona
$4.62M +$4.63M +181,525 New
ICM
103
Intrepid Capital Management
Florida
$4.49M +$110K +4,290 +2%
MML Investors Services
104
MML Investors Services
Massachusetts
$4.49M +$1.3M +50,967 +41%
FIM
105
Freedom Investment Management
Connecticut
$4.43M +$957K +37,479 +27%
6M
106
6 Meridian
Kansas
$4.31M +$887K +34,738 +26%
NAM
107
NTV Asset Management
West Virginia
$4.3M +$20.4K +800 +0.5%
SIC
108
Sigma Investment Counselors
Michigan
$4.17M +$35K +1,371 +0.8%
CBT
109
Capital Bank & Trust
California
$4.13M +$341K +13,375 +9%
SCA
110
Strategic Capital Advisers
Colorado
$3.92M
BC
111
Brinker Capital
Pennsylvania
$3.92M -$128K -5,003 -3%
KC
112
Kingfisher Capital
North Carolina
$3.91M +$109K +4,270 +3%
VHAM
113
Van Hulzen Asset Management
California
$3.82M -$163K -6,400 -4%
WAM
114
Wallington Asset Management
Indiana
$3.82M +$6.13K +240 +0.2%
WLIM
115
White Lighthouse Investment Management
Massachusetts
$3.81M +$85.1K +3,334 +2%
VCM
116
Versant Capital Management
Arizona
$3.76M +$1.22M +47,616 +48%
LPC
117
Loeb Partners Corp
New York
$3.74M
HFM
118
Harvest Fund Management
China
$3.66M -$258K -10,093 -7%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$3.64M +$3.65M +143,131 New
Mariner
120
Mariner
Kansas
$3.62M -$1.41M -55,209 -28%
Nomura Asset Management
121
Nomura Asset Management
Japan
$3.57M -$1.87M -73,400 -34%
ACA
122
Ackerman Capital Advisors
Texas
$3.52M +$3.6M +140,877 New
OFW
123
Omnia Family Wealth
Florida
$3.43M +$254K +9,955 +8%
UAS
124
United Asset Strategies
New York
$3.37M +$20K +785 +0.6%
Renaissance Technologies
125
Renaissance Technologies
New York
$3.31M -$2.24M -87,700 -40%

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.