iShares Gold Trust
564 hedge funds and large institutions have $5.8B invested in iShares Gold Trust in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 156 reducing their positions, and 39 closing their positions.
2,244% more call options, than puts
Call options by funds: $586K | Put options by funds: $25K
44% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 39
22% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 156
2% more funds holding
Funds holding: 553 → 564 (+11)
1.23% less ownership
Funds ownership: 27.13% → 25.9% (-1.2%)
2% less funds holding in top 10
Funds holding in top 10: 41 → 40 (-1)
8% less capital invested
Capital invested by funds: $6.27B → $5.8B (-$471M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$245M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$80.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$31.3M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$374M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
-$109M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$86.6M |
| 4 |
IC
Iconiq Capital
San Francisco,
California
|
-$24.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$17.9M |
IAU Hedge Fund Activity: Q2 2018 in Review
564 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q2 2018, worth a combined $5.8B — down 7.5% from $6.27B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IAU positions and 39 closed out — a net gain of 17 holders — while 190 added to existing stakes and 156 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $245M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $374M.
- 564 institutional investors held iShares Gold Trust (IAU) as of Q2 2018, up from 553 in Q1 2018.
- Funds reported $5.8B of iShares Gold Trust stock for Q2 2018, down 7.5% quarter-over-quarter.
- 56 funds opened new iShares Gold Trust positions in Q2 2018 and 39 closed out, a net change of +17 holders.
- The largest iShares Gold Trust buyer in Q2 2018 was JP Morgan Chase, an estimated $245M added.
- The largest iShares Gold Trust seller in Q2 2018 was Charles Schwab Investment Advisory, an estimated $374M sold.
Based on aggregated 13F filings for Q2 2018.