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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
AWP
301
Accretive Wealth Partners
New Jersey
$3.91M -$41K -1,149 -1%
RC
302
Roundview Capital
New Jersey
$3.87M
PHAM
303
Palisades Hudson Asset Management
Florida
$3.81M
SFS
304
Sowell Financial Services
Arkansas
$3.79M -$1.76M -49,226 -32%
WA
305
Wealthstar Advisors
Texas
$3.75M +$3.64M +101,831 New
OPS
306
Orion Portfolio Solutions
Nebraska
$3.74M -$189K -5,290 -5%
DRS
307
Deane Retirement Strategies
Louisiana
$3.69M +$3.61M +100,976 New
CA
308
Cetera Advisors
Colorado
$3.68M -$2.9M -81,254 -45%
DA
309
DCF Advisers
Connecticut
$3.68M
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66M -$31.2M -873,467 -90%
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$3.65M -$459K -12,847 -11%
SPWM
312
Spartan Planning & Wealth Management
North Carolina
$3.64M +$3.53M +98,810 New
BCI
313
Brinker Capital Investments
Pennsylvania
$3.62M -$2.1M -58,746 -37%
AI
314
Atria Investments
North Carolina
$3.6M +$287K +8,032 +9%
HFM
315
Harvest Fund Management
China
$3.6M -$155K -4,350 -4%
US Bancorp
316
US Bancorp
Minnesota
$3.6M +$645K +18,057 +23%
TSS
317
Two Sigma Securities
New York
$3.6M +$3.49M +97,681 New
CL
318
COWA LLC
Oklahoma
$3.59M +$96K +2,688 +3%
OFW
319
Omnia Family Wealth
Florida
$3.57M -$11.8K -331 -0.3%
ZCM
320
Ziegler Capital Management
Illinois
$3.56M
FA
321
Fermata Advisors
California
$3.48M +$625K +17,499 +23%
Allianz Asset Management
322
Allianz Asset Management
Germany
$3.47M +$3.37M +94,205 New
Bessemer Group
323
Bessemer Group
New Jersey
$3.45M -$2.13M -59,550 -39%
WA
324
Wealth Alliance
New York
$3.45M -$1.22K -34 -0%
CIBC World Market
325
CIBC World Market
Ontario, Canada
$3.44M +$1.01M +28,233 +43%

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.