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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
MAS
151
Madden Advisory Services
Florida
$2.51M +$45.5K +1,784 +2%
WF
152
Welch & Forbes
Massachusetts
$2.5M -$6.38K -250 -0.3%
SBH
153
Segall Bryant & Hamill
Illinois
$2.49M -$5.11K -200 -0.2%
RFO
154
RiverGlades Family Offices
Florida
$2.44M +$374K +14,640 +18%
BWP
155
BSW Wealth Partners
Colorado
$2.39M +$249K +9,746 +12%
GKWIM
156
Gerber Kawasaki Wealth & Investment Management
California
$2.34M +$288K +11,278 +14%
IA
157
IFP Advisors
Florida
$2.32M
F
158
Filament
Washington
$2.31M -$16.9K -661 -0.7%
BF
159
BOK Financial
Oklahoma
$2.29M -$14K -547 -0.6%
NPP
160
New Potomac Partners
Maryland
$2.22M -$11.2K -437 -0.5%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$2.16M +$144K +5,649 +7%
LS
162
Lattice Strategies
Pennsylvania
$2.12M +$467K +18,300 +28%
OAM
163
Oppenheimer Asset Management
New York
$2.12M +$360K +14,082 +20%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$2.1M -$2.39M -93,750 -53%
William Blair & Company
165
William Blair & Company
Illinois
$2.06M -$59.3K -2,323 -3%
OCM
166
One Capital Management
California
$2.06M -$17.2K -672 -0.8%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$2.04M +$597K +23,386 +41%
HCM
168
Howland Capital Management
Massachusetts
$2.02M +$72.7K +2,846 +4%
ONB
169
Old National Bancorp
Indiana
$1.96M +$84.4K +3,304 +4%
IAA
170
Independent Advisor Alliance
North Carolina
$1.93M +$4.32K +169 +0.2%
AL
171
Arnhold LLC
New York
$1.9M +$1.91M +74,800 New
BS
172
Banco Santander
Spain
$1.9M +$1.91M +74,816 New
Comerica Bank
173
Comerica Bank
Texas
$1.89M -$240K -9,416 -11%
WTC
174
WhitTier Trust Company
Nevada
$1.8M +$340K +13,325 +23%
MCM
175
Mengis Capital Management
Oregon
$1.77M +$263K +10,300 +17%

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.