iShares Gold Trust
777 hedge funds and large institutions have $10.8B invested in iShares Gold Trust in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 306 increasing their positions, 203 reducing their positions, and 57 closing their positions.
304% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $2.56M
100% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 57
51% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 203
31% more funds holding in top 10
Funds holding in top 10: 81 → 106 (+25)
11% more capital invested
Capital invested by funds: $9.79B → $10.8B (+$1.04B)
6% more funds holding
Funds holding: 734 → 777 (+43)
0.25% less ownership
Funds ownership: 27.83% → 27.58% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$306M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$192M |
| 3 |
Morgan Stanley
New York
|
+$144M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$75.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$282M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$168M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$133M |
| 4 |
IVA
International Value Advisers
|
-$132M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$74.7M |
IAU Hedge Fund Activity: Q1 2020 in Review
777 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2020, worth a combined $10.8B — up 11% from $9.79B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new IAU positions and 57 closed out — a net gain of 57 holders — while 306 added to existing stakes and 203 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $306M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $282M.
- 777 institutional investors held iShares Gold Trust (IAU) as of Q1 2020, up from 734 in Q4 2019.
- Funds reported $10.8B of iShares Gold Trust stock for Q1 2020, up 11% quarter-over-quarter.
- 114 funds opened new iShares Gold Trust positions in Q1 2020 and 57 closed out, a net change of +57 holders.
- The largest iShares Gold Trust buyer in Q1 2020 was Charles Schwab, an estimated $306M added.
- The largest iShares Gold Trust seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $282M sold.
Based on aggregated 13F filings for Q1 2020.