iShares Gold Trust
553 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.
1,110% more call options, than puts
Call options by funds: $254K | Put options by funds: $21K
0.68% less ownership
Funds ownership: 25.9% → 25.22% (-0.68%)
2% less funds holding
Funds holding: 564 → 553 (-11)
9% less capital invested
Capital invested by funds: $5.8B → $5.29B (-$513M)
15% less funds holding in top 10
Funds holding in top 10: 40 → 34 (-6)
18% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 50
21% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$82.8M |
| 2 |
Morgan Stanley
New York
|
+$33.1M |
| 3 |
AL
Arnhold LLC
New York
|
+$31.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$30.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$288M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$40.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28.8M |
| 4 |
BlackRock
New York
|
-$16.6M |
| 5 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$16.5M |
IAU Hedge Fund Activity: Q3 2018 in Review
553 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2018, worth a combined $5.29B — down 8.8% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of IAU and 41 opened new positions — a net loss of 9 holders — while 202 trimmed existing stakes and 159 added.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $82.8M. The largest seller was JP Morgan Chase, cutting an estimated $288M.
- 553 institutional investors held iShares Gold Trust (IAU) as of Q3 2018, down from 564 in Q2 2018.
- Funds reported $5.29B of iShares Gold Trust stock for Q3 2018, down 8.8% quarter-over-quarter.
- 41 funds opened new iShares Gold Trust positions in Q3 2018 and 50 closed out, a net change of -9 holders.
- The largest iShares Gold Trust buyer in Q3 2018 was Sumitomo Mitsui Trust Group, an estimated $82.8M added.
- The largest iShares Gold Trust seller in Q3 2018 was JP Morgan Chase, an estimated $288M sold.
Based on aggregated 13F filings for Q3 2018.