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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
ACM
176
AlphaStar Capital Management
North Carolina
$1.75M -$2.59M -101,320 -60%
FPCP
177
Fort Point Capital Partners
California
$1.72M +$509K +19,946 +42%
GAM
178
Gould Asset Management
California
$1.68M +$85.6K +3,353 +5%
PAG
179
Private Advisor Group
New Jersey
$1.67M +$1.06M +41,681 +174%
MLL
180
Moody Lynn & Lieberson
Massachusetts
$1.67M +$1.69M +66,059 New
AA
181
Alesco Advisors
New York
$1.65M +$64.3K +2,517 +4%
CHA
182
Cedar Hill Associates
Illinois
$1.65M -$384K -15,048 -19%
FSA
183
Financial Sense Advisors
California
$1.65M +$2.88K +113 +0.2%
PFS
184
Prospera Financial Services
Texas
$1.64M +$803K +31,467 +97%
RT
185
Rockland Trust
Massachusetts
$1.63M +$1.12M +43,896 +220%
SAM
186
SignalPoint Asset Management
Missouri
$1.62M +$3.73K +146 +0.2%
M
187
MOTCO
Texas
$1.61M -$2.3K -90 -0.1%
AF
188
Advisornet Financial
Minnesota
$1.6M -$45.1K -1,768 -3%
NL
189
NVWM LLC
Pennsylvania
$1.58M +$163K +6,371 +12%
FAIM
190
Financial Advocates Investment Management
Washington
$1.57M +$844K +33,059 +116%
PCTC
191
Perkins Coie Trust Company
Washington
$1.54M
HSA
192
HBK Sorce Advisory
Pennsylvania
$1.53M +$56.7K +2,221 +4%
SMC
193
Smith, Moore & Co
Missouri
$1.52M +$15.4K +605 +1%
APA
194
American Portfolios Advisors
New York
$1.51M +$162K +6,327 +12%
US Bancorp
195
US Bancorp
Minnesota
$1.5M +$39.5K +1,547 +3%
WDL
196
Well Done LLC
Michigan
$1.48M +$194K +7,597 +15%
PS
197
Portfolio Solutions
Michigan
$1.47M -$45.8K -1,793 -3%
BAC
198
Boys Arnold & Co
North Carolina
$1.46M -$63.8K -2,500 -4%
SWP
199
Stratos Wealth Partners
Ohio
$1.45M +$42.8K +1,677 +3%
CCM
200
Courage Capital Management
Tennessee
$1.43M +$1M +39,250 +234%

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.