iShares Gold Trust
363 hedge funds and large institutions have $3.07B invested in iShares Gold Trust in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 102 increasing their positions, 128 reducing their positions, and 28 closing their positions.
110% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $9.11M
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
9% more capital invested
Capital invested by funds: $2.82B → $3.07B (+$250M)
4% more funds holding
Funds holding: 350 → 363 (+13)
0.16% more ownership
Funds ownership: 22.12% → 22.28% (+0.16%)
20% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$25.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$17.8M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$15.8M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$9.95M |
| 5 |
EIM
Emerson Investment Management
Boston,
Massachusetts
|
+$9.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.7M |
| 2 |
Bank of New York Mellon
New York
|
-$15.8M |
| 3 |
VF
Virtu Financial
New York
|
-$13.6M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$10.8M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$9.12M |
IAU Hedge Fund Activity: Q1 2014 in Review
363 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2014, worth a combined $3.07B — up 8.8% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new IAU positions and 28 closed out — a net gain of 14 holders — while 102 added to existing stakes and 128 trimmed.
The largest buyer was Ronald Blue & Co, adding an estimated $25.8M. The largest seller was Goldman Sachs, cutting an estimated $20.7M.
- 363 institutional investors held iShares Gold Trust (IAU) as of Q1 2014, up from 350 in Q4 2013.
- Funds reported $3.07B of iShares Gold Trust stock for Q1 2014, up 8.8% quarter-over-quarter.
- 42 funds opened new iShares Gold Trust positions in Q1 2014 and 28 closed out, a net change of +14 holders.
- The largest iShares Gold Trust buyer in Q1 2014 was Ronald Blue & Co, an estimated $25.8M added.
- The largest iShares Gold Trust seller in Q1 2014 was Goldman Sachs, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2014.