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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
I
201
IberiaBank
Louisiana
$1.42M +$517K +20,247 +57%
MWM
202
Modera Wealth Management
New Jersey
$1.4M -$8.65K -339 -0.6%
AAM
203
Augustine Asset Management
Florida
$1.38M -$632K -24,747 -31%
UB
204
UMB Bank
Missouri
$1.36M +$6.64K +260 +0.5%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$1.31M +$1.31M +51,430 New
GFPC
206
Global Financial Private Capital
Florida
$1.3M -$169K -6,632 -12%
SC
207
Scotia Capital
Ontario, Canada
$1.28M -$26.6K -1,042 -2%
SPC
208
Sigma Planning Corp
Michigan
$1.23M -$511 -20 -0%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.22M -$123K -4,825 -9%
LNC
210
Lincoln National Corp
Pennsylvania
$1.21M -$746K -29,237 -38%
Goldman Sachs
211
Goldman Sachs
New York
$1.21M +$125K +4,900 +12%
BRM
212
Boston Research & Management
Massachusetts
$1.2M +$274K +10,725 +29%
WC
213
Wynnefield Capital
New York
$1.18M
MHS
214
M Holdings Securities
Oregon
$1.09M -$164K -6,442 -13%
PHS
215
Pekin Hardy Strauss
Illinois
$1.08M +$171K +6,705 +19%
CA
216
Clearstead Advisors
Ohio
$1.07M -$338K -13,240 -24%
CIM
217
Confluence Investment Management
Missouri
$1.05M -$20K -783 -2%
AWM
218
Avior Wealth Management
Nebraska
$1.03M +$204K +7,996 +25%
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$689K +26,983 +205%
PP
220
Palladium Partners
Virginia
$964K -$63.8K -2,500 -6%
HF
221
HRT Financial
New York
$954K +$272K +10,666 +40%
WS
222
Wedbush Securities
California
$953K +$627K +24,568 +191%
AFP
223
Ausdal Financial Partners
Iowa
$952K +$248K +9,726 +35%
TSW
224
Thompson Siegel & Walmsley
Virginia
$940K
WC
225
Weil Company
California
$932K +$935K +36,603 New

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.