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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
TW
276
TrinityPoint Wealth
Connecticut
$4.33M -$170K -4,772 -4%
IC
277
Inscription Capital
Texas
$4.32M +$8.29K +232 +0.2%
SCI
278
Stableford Capital II
Arizona
$4.24M +$11K +307 +0.3%
ANTB
279
AMG National Trust Bank
Colorado
$4.24M +$416K +11,654 +11%
TBWA
280
Three Bridge Wealth Advisors
California
$4.22M +$4.09M +114,573 New
GA
281
Gateway Advisory
New Jersey
$4.21M -$34.8K -973 -0.8%
NA
282
NewEdge Advisors
Louisiana
$4.2M -$547K -15,306 -12%
MA
283
MBA Advisors
Pennsylvania
$4.18M +$283K +7,931 +8%
AssetMark Inc
284
AssetMark Inc
California
$4.17M +$2.82M +78,933 +229%
IC
285
Iconiq Capital
California
$4.13M +$4.64K +130 +0.1%
AAP
286
Arax Advisory Partners
Colorado
$4.13M -$245K -6,847 -6%
PWM
287
Perigon Wealth Management
California
$4.11M +$213K +5,949 +6%
AWM
288
Apollon Wealth Management
South Carolina
$4.11M +$1.49M +41,757 +60%
Group One Trading
289
Group One Trading
Illinois
$4.11M +$3.05M +85,375 +327%
PFM
290
Patton Fund Management
Texas
$4.1M +$297K +8,320 +8%
CA
291
Corrado Advisors
New Jersey
$4.08M -$2.99M -83,616 -43%
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$4.07M +$861K +24,088 +28%
AIM
293
Alhambra Investment Management
Florida
$4.03M +$38K +1,065 +1%
CCG
294
Cypress Capital Group
Florida
$4.03M +$538K +15,073 +16%
RFO
295
RiverGlades Family Offices
Florida
$4.01M +$101K +2,823 +3%
VHAM
296
Van Hulzen Asset Management
California
$3.99M +$168K +4,716 +5%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$3.99M -$38.5M -1,076,286 -91%
AF
298
Advisornet Financial
Minnesota
$3.99M -$28.3K -793 -0.7%
BAM
299
Belpointe Asset Management
Nevada
$3.92M -$1.54M -43,200 -29%
PFO
300
Pathstone Family Office
New Jersey
$3.91M +$111K +3,112 +3%

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.