iShares Gold Trust
440 hedge funds and large institutions have $5.08B invested in iShares Gold Trust in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 172 increasing their positions, 107 reducing their positions, and 25 closing their positions.
6,569% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $382K
88% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 25
61% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 107
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
7% more capital invested
Capital invested by funds: $4.75B → $5.08B (+$330M)
5% more funds holding
Funds holding: 420 → 440 (+20)
1.11% less ownership
Funds ownership: 27.58% → 26.46% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
BlackRock
New York
|
+$89.2M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$57.2M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$23M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$99.8M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$23.7M |
| 3 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$17.8M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$15.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.4M |
IAU Hedge Fund Activity: Q3 2016 in Review
440 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2016, worth a combined $5.08B — up 7% from $4.75B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IAU positions and 25 closed out — a net gain of 22 holders — while 172 added to existing stakes and 107 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $99.8M.
- 440 institutional investors held iShares Gold Trust (IAU) as of Q3 2016, up from 420 in Q2 2016.
- Funds reported $5.08B of iShares Gold Trust stock for Q3 2016, up 7% quarter-over-quarter.
- 47 funds opened new iShares Gold Trust positions in Q3 2016 and 25 closed out, a net change of +22 holders.
- The largest iShares Gold Trust buyer in Q3 2016 was Bank of America, an estimated $104M added.
- The largest iShares Gold Trust seller in Q3 2016 was JP Morgan Chase, an estimated $99.8M sold.
Based on aggregated 13F filings for Q3 2016.