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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
Prudential Financial
351
Prudential Financial
New Jersey
$2.88M +$2.79M +78,138 New
PFS
352
Prospera Financial Services
Texas
$2.86M +$1.89M +52,918 +215%
MAS
353
Madden Advisory Services
Florida
$2.76M +$27.6K +773 +1%
HWM
354
HB Wealth Management
Georgia
$2.74M +$1.48M +41,389 +125%
PIMG
355
Patriot Investment Management Group
Tennessee
$2.72M +$19.5K +546 +0.7%
OPA
356
Old Port Advisors
Maine
$2.72M +$908K +25,414 +52%
CW
357
CreativeOne Wealth
Kansas
$2.7M +$45.4K +1,270 +2%
ACM
358
AlphaStar Capital Management
North Carolina
$2.68M +$209K +5,837 +9%
GAM
359
Gould Asset Management
California
$2.67M -$52.9K -1,482 -2%
ZF
360
Zhang Financial
Michigan
$2.67M -$30.6M -856,860 -92%
GT
361
Glenmede Trust
Pennsylvania
$2.66M -$52.3K -1,465 -2%
CCA
362
Cobblestone Capital Advisors
New York
$2.58M
GI
363
Gradient Investments
Minnesota
$2.57M +$243K +6,806 +11%
First Manhattan
364
First Manhattan
New York
$2.56M -$3.75K -105 -0.2%
AA
365
Altman Advisors
Illinois
$2.55M +$38.1K +1,066 +2%
ICP
366
Interchange Capital Partners
Pennsylvania
$2.53M -$377K -10,544 -13%
WTC
367
WhitTier Trust Company
Nevada
$2.53M
Lido Advisors
368
Lido Advisors
California
$2.52M +$613K +17,169 +33%
BCA
369
Bay Colony Advisors
Massachusetts
$2.52M +$435K +12,178 +22%
RVPG
370
Relative Value Partners Group
$2.5M +$415K +11,625 +21%
BFM
371
Boston Financial Management
Massachusetts
$2.5M +$1.97M +55,108 +434%
LNWTC
372
Laird Norton Wetherby Trust Company
Washington
$2.49M +$3.71K +104 +0.2%
T
373
TCWP
Ohio
$2.49M +$28.6K +801 +1%
Lazard Asset Management
374
Lazard Asset Management
New York
$2.48M +$2.4M +67,252 New
RFC
375
Regions Financial Corp
Alabama
$2.47M -$40.9K -1,144 -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.