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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
RC
126
Roundview Capital
New Jersey
$3.27M +$575K +22,538 +21%
NFG
127
Noven Financial Group
Colorado
$3.23M +$60.6K +2,374 +2%
MIC
128
Meridian Investment Counsel
California
$3.21M +$16.6K +650 +0.5%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$3.19M +$205K +8,020 +7%
ACM
130
Aviance Capital Management
Florida
$3.16M +$155K +6,076 +5%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$3.16M -$188K -7,350 -6%
EAM
132
Evanson Asset Management
California
$3.11M +$39.7K +1,556 +1%
TWM
133
Torch Wealth Management
Ohio
$3.07M -$7.66K -300 -0.2%
CB
134
Commerce Bank
Missouri
$2.99M -$131K -5,131 -4%
HighTower Advisors
135
HighTower Advisors
Illinois
$2.98M +$1.84M +71,888 +160%
EVM
136
Eaton Vance Management
Massachusetts
$2.94M +$1.47M +57,692 +100%
EAMA
137
EFG Asset Management (Americas)
Florida
$2.92M -$1.54M -60,270 -34%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$2.82M -$59.3K -2,323 -2%
NC
139
NewSquare Capital
Pennsylvania
$2.79M +$121K +4,754 +5%
OMC
140
Old Mission Capital
Illinois
$2.76M +$2.77M +108,405 New
CHAM
141
Clear Harbor Asset Management
Connecticut
$2.75M +$73K +2,859 +3%
SFM
142
Signature Financial Management
Virginia
$2.72M
KeyBank National Association
143
KeyBank National Association
Ohio
$2.71M +$160K +6,257 +6%
EC
144
Estate Counselors
Wisconsin
$2.68M -$2.18M -85,350 -45%
AG
145
Advisor Group
Arizona
$2.63M -$953K -37,321 -27%
EDRH
146
Edmond de Rothschild Holding
Switzerland
$2.63M -$184K -7,200 -7%
CB
147
Community Bank
New York
$2.61M -$2.25K -88 -0.1%
PHAM
148
Palisades Hudson Asset Management
Florida
$2.6M
CMO
149
Covenant Multifamily Offices
Texas
$2.55M -$195K -7,636 -7%
Capstone Investment Advisors
150
Capstone Investment Advisors
New York
$2.55M -$1.6M -62,500 -38%

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.