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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
HW
326
Hamilton Wealth
California
$3.44M -$37.6K -1,052 -1%
UB
327
UMB Bank
Missouri
$3.42M -$413K -11,565 -11%
WP
328
Wealthspan Partners
Iowa
$3.42M +$50.9K +1,426 +2%
New York State Common Retirement Fund
329
New York State Common Retirement Fund
New York
$3.41M -$10.8M -303,538 -77%
Wellington Management Group
330
Wellington Management Group
Massachusetts
$3.41M +$3.3M +92,500 New
AAS
331
Avantax Advisory Services
Texas
$3.4M -$31.9K -892 -1%
MCC
332
Money Concepts Capital
Florida
$3.37M +$47.7K +1,336 +1%
CS
333
Comerica Securities
Michigan
$3.33M +$737K +20,637 +30%
SIA
334
Sage Investment Advisers
New York
$3.3M +$250K +7,000 +8%
TWA
335
TPB Wealth Advisors
Texas
$3.3M +$3.2M +89,526 New
EC
336
Estate Counselors
Wisconsin
$3.25M
DFA
337
Delta Financial Advisors
Louisiana
$3.17M -$35.7K -1,000 -1%
SW
338
SVB Wealth
Massachusetts
$3.16M -$239K -6,690 -7%
QAM
339
Q3 Asset Management
Michigan
$3.15M +$3.06M +85,563 New
MCM
340
Mengis Capital Management
Oregon
$3.15M +$49.3K +1,380 +2%
WP
341
WMS Partners
Maryland
$3.14M +$359K +10,062 +13%
GSEP
342
Golden State Equity Partners
California
$3.12M -$96.1K -2,691 -3%
CGA
343
Crescent Grove Advisors
Illinois
$3.06M -$382K -10,691 -11%
PCA
344
Permit Capital Advisors
Pennsylvania
$3.04M +$2.92M +81,699 New
CUAMC
345
China Universal Asset Management Company
China
$3.02M -$17.9K -500 -0.6%
WSTAM
346
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M +$29.7K +831 +1%
FC
347
Ferris Capital
Massachusetts
$2.97M -$98.1K -2,746 -3%
JCM
348
J2 Capital Management
Michigan
$2.97M -$2.17M -60,654 -43%
SPFA
349
Summit Place Financial Advisors
New Jersey
$2.95M +$2.86M +80,115 New
KPWS
350
Kestra Private Wealth Services
Texas
$2.89M +$746K +20,869 +36%

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.