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iShares Gold Trust

399 hedge funds and large institutions have $3.85B invested in iShares Gold Trust in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,256% more call options, than puts

Call options by funds: $2.8M | Put options by funds: $27K

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

56% more capital invested

Capital invested by funds: $2.47B → $3.85B (+$1.38B)

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

44% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 90

6% more funds holding

Funds holding: 375399 (+24)

5.6% more ownership

Funds ownership: 22.11%27.71% (+5.6%)

Holders
399
Holders Change
+24
Holders Change %
+6.4%
% of All Funds
10.63%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.67%
New
58
Increased
130
Reduced
90
Closed
29
Calls
$2.8M
Puts
$27K
Net Calls
+$2.77M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
151
Comerica Bank
Texas
$1.03M -$124K -5,420 -11%
RFC
152
Regions Financial Corp
Alabama
$1.01M +$11.3K +495 +1%
SPC
153
Sigma Planning Corp
Michigan
$980K +$170K +7,449 +22%
HSA
154
HBK Sorce Advisory
Pennsylvania
$963K +$927K +40,516 New
AAM
155
Aureus Asset Management
Massachusetts
$946K
KL
156
KWMG LLC
Kansas
$937K
NPC
157
National Planning Corporation
California
$909K +$234K +10,243 +39%
WFG
158
Windsor Financial Group
Minnesota
$881K +$383K +16,750 +82%
CWA
159
Cypress Wealth Advisors
California
$877K
PFS
160
Prospera Financial Services
Texas
$873K +$840K +36,730 New
RFS
161
Rockefeller Financial Services
New York
$865K
BRM
162
Boston Research & Management
Massachusetts
$856K -$11.7K -510 -1%
SCI
163
S&CO Inc
Massachusetts
$852K +$6.41K +280 +0.8%
Sumitomo Mitsui Trust Group
164
Sumitomo Mitsui Trust Group
Japan
$851K -$265K -11,600 -24%
SMC
165
Smith, Moore & Co
Missouri
$845K +$8.63K +377 +1%
WF
166
Welch & Forbes
Massachusetts
$828K -$28.6K -1,250 -3%
IA
167
IFP Advisors
Florida
$817K +$108K +4,702 +16%
PS
168
Portfolio Solutions
Michigan
$788K +$759K +33,172 New
ACM
169
Avalon Capital Management
California
$771K -$11.4K -500 -2%
CA
170
Cambridge Associates
Massachusetts
$765K
GI
171
Glovista Investments
New Jersey
$756K
Neuberger Berman Group
172
Neuberger Berman Group
New York
$753K +$35.9K +1,570 +5%
Bessemer Group
173
Bessemer Group
New Jersey
$738K +$343K +15,002 +93%
GAM
174
Gould Asset Management
California
$707K +$13.8K +602 +2%
NEAM
175
New England Asset Management
Connecticut
$701K

IAU Hedge Fund Activity: Q1 2016 in Review

399 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2016, worth a combined $3.85B — up 56% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IAU positions and 29 closed out — a net gain of 29 holders — while 130 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $458M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $50.3M.

  • 399 institutional investors held iShares Gold Trust (IAU) as of Q1 2016, up from 375 in Q4 2015.
  • Funds reported $3.85B of iShares Gold Trust stock for Q1 2016, up 56% quarter-over-quarter.
  • 58 funds opened new iShares Gold Trust positions in Q1 2016 and 29 closed out, a net change of +29 holders.
  • The largest iShares Gold Trust buyer in Q1 2016 was BlackRock, an estimated $458M added.
  • The largest iShares Gold Trust seller in Q1 2016 was State of New Jersey Common Pension Fund D, an estimated $50.3M sold.

Based on aggregated 13F filings for Q1 2016.