iShares Gold Trust
IAU
378 hedge funds and large institutions have $2.91B invested in iShares Gold Trust in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 110 increasing their positions, 128 reducing their positions, and 33 closing their positions.
1,265% more call options, than puts
Call options by funds: $18.9M | Put options by funds: $1.39M
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
2% more capital invested
Capital invested by funds: $2.87B → $2.91B (+$45M)
1% more funds holding
Funds holding: 375 → 378 (+3)
0.01% less ownership
Funds ownership: 22.99% → 22.98% (-0.01%)
14% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$54.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$50.4M |
| 3 |
IVA
International Value Advisers
|
+$42.1M |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
+$35.7M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$122M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$62.6M |
| 3 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$14.3M |
| 4 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$10M |
| 5 |
JT
Jump Trading
Chicago,
Illinois
|
-$9.13M |
IAU Hedge Fund Activity: Q1 2015 in Review
378 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2015, worth a combined $2.91B — up 1.6% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IAU positions and 33 closed out — a net gain of 6 holders — while 110 added to existing stakes and 128 trimmed.
The largest buyer was Bank of America, adding an estimated $54.8M. The largest seller was Schroder Investment Management Group, cutting an estimated $122M.
- 378 institutional investors held iShares Gold Trust (IAU) as of Q1 2015, up from 375 in Q4 2014.
- Funds reported $2.91B of iShares Gold Trust stock for Q1 2015, up 1.6% quarter-over-quarter.
- 39 funds opened new iShares Gold Trust positions in Q1 2015 and 33 closed out, a net change of +6 holders.
- The largest iShares Gold Trust buyer in Q1 2015 was Bank of America, an estimated $54.8M added.
- The largest iShares Gold Trust seller in Q1 2015 was Schroder Investment Management Group, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2015.