iShares Gold Trust
461 hedge funds and large institutions have $3.68B invested in iShares Gold Trust in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 151 reducing their positions, and 33 closing their positions.
1,278% more call options, than puts
Call options by funds: $2.45M | Put options by funds: $178K
331% more capital inflows, than outflows
Capital inflows: $813M | Capital outflows: $189M
16% more funds holding in top 10
Funds holding in top 10: 25 → 29 (+4)
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
0% less funds holding
Funds holding: 463 → 461 (-2)
0.89% less ownership
Funds ownership: 46.76% → 45.87% (-0.89%)
1% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$431M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$122M |
| 3 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$22.2M |
| 4 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$18.8M |
| 5 |
Personal Capital Advisors
Redwood City,
California
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Windhaven Investment Management
Boston,
Massachusetts
|
-$59.4M |
| 2 |
Tanglewood Wealth Management
Houston,
Texas
|
-$14.7M |
| 3 |
Quantitative Investment Management
Charlottesville,
Virginia
|
-$10.4M |
| 4 |
Mizuho Bank
Tokyo,
Japan
|
-$8.86M |
| 5 |
Cougar Global Investments
Toronto,
Ontario, Canada
|
-$7.96M |
IAU Hedge Fund Activity: Q1 2017 in Review
461 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2017, worth a combined $3.68B — up 8.3% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IAU positions and 33 closed out — a net gain of 5 holders — while 149 added to existing stakes and 151 trimmed.
The largest buyer was BlackRock, adding an estimated $431M. The largest seller was Windhaven Investment Management, cutting an estimated $59.4M.
- 461 institutional investors held iShares Gold Trust (IAU) as of Q1 2017, down from 463 in Q4 2016.
- Funds reported $3.68B of iShares Gold Trust stock for Q1 2017, up 8.3% quarter-over-quarter.
- 38 funds opened new iShares Gold Trust positions in Q1 2017 and 33 closed out, a net change of +5 holders.
- The largest iShares Gold Trust buyer in Q1 2017 was BlackRock, an estimated $431M added.
- The largest iShares Gold Trust seller in Q1 2017 was Windhaven Investment Management, an estimated $59.4M sold.
Based on aggregated 13F filings for Q1 2017.