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iShares Gold Trust

963 hedge funds and large institutions have $17B invested in iShares Gold Trust in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 359 increasing their positions, 290 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,129% more call options, than puts

Call options by funds: $69.7M | Put options by funds: $5.67M

24% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 290

16% more funds holding in top 10

Funds holding in top 10: 101117 (+16)

4% more capital invested

Capital invested by funds: $16.3B → $17B (+$712M)

5% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 132

2% less funds holding

Funds holding: 982963 (-19)

4.37% less ownership

Funds ownership: 56.61%52.25% (-4.4%)

Holders
963
Holders Change
-19
Holders Change %
-1.93%
% of All Funds
15.19%
Holding in Top 10
117
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.84%
% of All Funds
1.85%
New
126
Increased
359
Reduced
290
Closed
132
Calls
$69.7M
Puts
$5.67M
Net Calls
+$64M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$5.21M +$633K +17,707 +14%
LCAM
252
London & Capital Asset Management
United Kingdom
$5.12M -$279K -7,809 -5%
MIC
253
Meridian Investment Counsel
California
$5.11M -$74.1K -2,075 -1%
BC
254
Brio Consultants
California
$5.03M +$953K +26,679 +24%
CS
255
Credit Suisse
Switzerland
$5.02M +$4.3M +120,416 +755%
VCP
256
Verus Capital Partners
Arizona
$5.01M +$5.01M +140,269 New
RCM
257
Regency Capital Management
Hawaii
$4.98M +$812K +22,720 +20%
EFM
258
E Fund Management
China
$4.96M -$308K -8,633 -6%
ACA
259
Ackerman Capital Advisors
Texas
$4.92M -$104K -2,906 -2%
PHS
260
Pekin Hardy Strauss
Illinois
$4.89M +$18.8K +525 +0.4%
NC
261
NewSquare Capital
Pennsylvania
$4.86M +$149K +4,184 +3%
GCWM
262
Graham Capital Wealth Management
District of Columbia
$4.81M -$2.84M -79,371 -38%
AWA
263
Arkadios Wealth Advisors
Georgia
$4.81M +$2.18M +60,983 +88%
SC
264
Sepio Capital
Utah
$4.76M +$376K +10,525 +9%
WT
265
Whittier Trust
California
$4.74M +$3.53M +98,885 +331%
BFP
266
Briaud Financial Planning
Texas
$4.72M -$8.82K -247 -0.2%
SAMC
267
Spectrum Asset Management (California)
California
$4.67M +$104K +2,921 +2%
MAWAG
268
Mid-American Wealth Advisory Group
Missouri
$4.59M +$338K +9,455 +8%
WFG
269
Wills Financial Group
Virginia
$4.54M +$34.8K +975 +0.8%
OC
270
Oppenheimer & Co
New York
$4.45M +$1.89M +52,873 +78%
VCM
271
Versant Capital Management
Arizona
$4.44M -$162K -4,526 -4%
CCG
272
Chatham Capital Group
Georgia
$4.41M -$15M -420,521 -78%
SBH
273
Segall Bryant & Hamill
Illinois
$4.36M +$4.23M +118,318 New
KWM
274
Kingsview Wealth Management
Oregon
$4.35M +$480K +13,428 +13%
LWM
275
Laidlaw Wealth Management
New York
$4.33M +$77.4K +2,167 +2%

IAU Hedge Fund Activity: Q1 2022 in Review

963 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q1 2022, worth a combined $17B — up 4.4% from $16.3B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of IAU and 126 opened new positions — a net loss of 6 holders — while 290 trimmed existing stakes and 359 added.

The largest buyer was Citigroup, adding an estimated $232M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $1.17B sold.

  • 963 institutional investors held iShares Gold Trust (IAU) as of Q1 2022, down from 982 in Q4 2021.
  • Funds reported $17B of iShares Gold Trust stock for Q1 2022, up 4.4% quarter-over-quarter.
  • 126 funds opened new iShares Gold Trust positions in Q1 2022 and 132 closed out, a net change of -6 holders.
  • The largest iShares Gold Trust buyer in Q1 2022 was Citigroup, an estimated $232M added.
  • The largest iShares Gold Trust seller in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.