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iShares Gold Trust
IAU

460 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,271% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $177K

16% more funds holding in top 10

Funds holding in top 10: 25 → 29 (+4)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $3.4B → $3.68B (+$282M)

0% less funds holding

Funds holding: 462 → 460 (-2)

0.44% less ownership

Funds ownership: 23.38% → 22.94% (-0.44%)

1% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 151

Holders
460
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
11.45%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.72%
New
38
Increased
149
Reduced
151
Closed
33
Calls
$2.43M
Puts
$177K
Net Calls
+$2.25M
Net Calls Change
+$1.73M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$431M
2
CSIA
Charles Schwab Investment Advisory
California
+$122M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$22.2M
4
AAM
Aberdeen Asset Management
United Kingdom
+$18.8M
5
PCA
Personal Capital Advisors
California
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
-$59.4M
2
TWM
Tanglewood Wealth Management
Texas
-$14.7M
3
QIM
Quantitative Investment Management
Virginia
-$10.4M
4
MB
Mizuho Bank
Japan
-$8.86M
5
CGI
Cougar Global Investments
Ontario, Canada
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
176
Wynnefield Capital
New York
$1.12M – – –
US Bancorp
177
US Bancorp
Minnesota
$1.11M -$609K -25,901 -36%
ZIC
178
ZWJ Investment Counsel
Georgia
$1.1M +$1.08M +45,900 New
NPC
179
National Planning Corporation
California
$1.1M +$600K +25,524 +129%
WFG
180
Windsor Financial Group
Minnesota
$1.06M +$288K +12,250 +39%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M -$105K -4,469 -9%
Citigroup
182
Citigroup
New York
$962K +$174K +7,418 +23%
LFAS
183
Level Four Advisory Services
Texas
$960K +$482K +20,527 +107%
Neuberger Berman Group
184
Neuberger Berman Group
New York
$953K +$63.3K +2,692 +7%
ACM
185
Azimuth Capital Management
Michigan
$941K -$35.2K -1,500 -4%
RFS
186
Rockefeller Financial Services
New York
$928K – – –
SC
187
Scotia Capital
Ontario, Canada
$917K -$10.5K -446 -1%
BRM
188
Boston Research & Management
Massachusetts
$915K +$24.7K +1,050 +3%
UB
189
UMB Bank
Missouri
$910K -$29.9K -1,274 -3%
SMC
190
Smith, Moore & Co
Missouri
$907K -$18K -765 -2%
MCM
191
Mengis Capital Management
Oregon
$895K +$755K +32,150 +624%
CWA
192
Cypress Wealth Advisors
California
$887K – – –
TSW
193
Thompson Siegel & Walmsley
Virginia
$887K – – –
ACP
194
Aveo Capital Partners
Colorado
$874K -$1.53M -65,041 -64%
KA
195
Kovack Advisors
Florida
$865K -$64.2K -2,730 -7%
RFC
196
Regions Financial Corp
Alabama
$853K -$82.9K -3,528 -9%
GI
197
Glovista Investments
New Jersey
$839K +$3.95K +168 +0.5%
PC
198
Permanens Capital
New York
$821K +$143K +6,093 +22%
PFS
199
Prospera Financial Services
Texas
$774K -$35.2K -1,500 -4%
CA
200
Cambridge Associates
Massachusetts
$773K – – –
6 7
8
9 10

IAU Hedge Fund Activity: Q1 2017 in Review

460 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2017, worth a combined $3.68B — up 8.3% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IAU positions and 33 closed out — a net gain of 5 holders — while 149 added to existing stakes and 151 trimmed.

The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Windhaven Investment Management, cutting an estimated $59.4M.

  • 460 institutional investors held iShares Gold Trust (IAU) as of Q1 2017, down from 462 in Q4 2016.
  • Funds reported $3.68B of iShares Gold Trust stock for Q1 2017, up 8.3% quarter-over-quarter.
  • 38 funds opened new iShares Gold Trust positions in Q1 2017 and 33 closed out, a net change of +5 holders.
  • The largest iShares Gold Trust buyer in Q1 2017 was BlackRock, an estimated $431M added.
  • The largest iShares Gold Trust seller in Q1 2017 was Windhaven Investment Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q1 2017.