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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
NPF
201
Norris Perne & French
Michigan
$436K
CT
202
Cambridge Trust
Massachusetts
$433K
TYCC
203
Texas Yale Capital Corp
Florida
$429K
HFS
204
HL Financial Services
Kentucky
$410K +$2.29K +100 +0.6%
JWBC
205
J.W. Burns & Co
New York
$406K
UCFA
206
United Capital Financial Advisors
Texas
$399K -$2.53M -110,643 -87%
RHJA
207
Rice Hall James & Associates
California
$393K
CFG
208
Citizens Financial Group
Rhode Island
$388K -$226K -9,896 -38%
WA
209
WealthTrust-Arizona
Arizona
$385K -$20.7K -905 -5%
FWIA
210
Fort Washington Investment Advisors
Ohio
$369K
FPFS
211
First Personal Financial Services
North Carolina
$369K +$355K +15,539 New
SCA
212
STALEY CAPITAL ADVISERS
Pennsylvania
$356K -$273K -11,940 -44%
TFO
213
Tarbox Family Office
California
$356K
FPCP
214
Fort Point Capital Partners
California
$355K -$970K -42,420 -74%
CHA
215
Cedar Hill Associates
Illinois
$350K -$36.6K -1,600 -10%
CG
216
Cutler Group
California
$346K +$334K +14,600 New
AF
217
Aldebaran Financial
$341K +$6.52K +285 +25%
JIC
218
Johnson Investment Counsel
Ohio
$334K +$31.3K +1,366 +11%
PNC
219
Park National Corp
Ohio
$323K -$15K -656 -5%
TI
220
Truepoint Inc
Ohio
$321K
Natixis Advisors
221
Natixis Advisors
Massachusetts
$319K -$380K -16,624 -55%
SWP
222
Stratos Wealth Partners
Ohio
$317K +$4.23K +185 +1%
PHS
223
Pekin Hardy Strauss
Illinois
$312K
ACP
224
Aviance Capital Partners
Florida
$297K -$98.7K -4,315 -26%
IC
225
Inverness Counsel
New York
$297K

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.