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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
M
376
MOTCO
Texas
$2.45M +$90.1K +2,523 +4%
HCM
377
HMS Capital Management
Tennessee
$2.44M +$2.36M +66,186 New
DI
378
DFPG Investments
Utah
$2.43M -$22K -617 -0.9%
BIA
379
Bigelow Investment Advisors
Maine
$2.38M +$283K +7,917 +14%
FMN
380
Financial Management Network
California
$2.37M +$58.8K +1,645 +3%
RVM
381
Robinson Value Management
Texas
$2.36M +$1.71M +47,728 +293%
Cerity Partners
382
Cerity Partners
New York
$2.35M -$9.19M -257,220 -16%
FA
383
Flagstar Advisors
New York
$2.35M +$320K +8,961 +16%
ASN
384
Advisory Services Network
Georgia
$2.33M +$135K +3,767 +6%
AIP
385
Almanack Investment Partners
Pennsylvania
$2.33M -$124K -3,480 -5%
RJT
386
Raymond James Trust
Florida
$2.31M -$156K -4,361 -6%
ICM
387
Intrepid Capital Management
Florida
$2.3M +$42.2K +1,180 +2%
TIAM2
388
Tru Independence Asset Management 2
Oregon
$2.25M +$1.02M +28,538 +87%
TW
389
Towerpoint Wealth
California
$2.24M -$69.4K -1,943 -3%
OCM
390
One Capital Management
California
$2.23M -$60.4K -1,691 -3%
LWM
391
Liberty Wealth Management
California
$2.23M +$2.16M +60,339 New
DL
392
DOHJ LLC
Washington
$2.23M +$109K +3,063 +5%
APW
393
Austin Private Wealth
Texas
$2.21M -$5.14K -144 -0.2%
CC
394
Cadinha & Co
Hawaii
$2.21M -$40.3K -1,127 -2%
IAN
395
Integrated Advisors Network
Texas
$2.17M +$803K +22,468 +62%
UCFA
396
United Capital Financial Advisors
Texas
$2.15M -$38.1K -1,066 -2%
WG
397
Winton Group
United Kingdom
$2.15M
WC
398
Weil Company
California
$2.11M -$840K -23,510 -29%
WAS
399
Winch Advisory Services
Wisconsin
$2.11M +$182K +5,085 +10%
RWA
400
RGT Wealth Advisors
Texas
$2.1M

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.