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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
NCA
401
New Century Advisors
Maryland
$2.1M +$2.04M +56,975 New
PWM
402
PBMares Wealth Management
Virginia
$2.07M +$819K +22,917 +69%
FFN
403
Focus Financial Network
Minnesota
$2.07M +$2.01M +56,220 New
F4L
404
Fortune 45 LLC
Louisiana
$2.07M +$2.01M +56,184 New
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.06M +$664K +18,600 +50%
IC
406
IEQ Capital
California
$2.03M +$527K +14,759 +37%
TSW
407
Thompson Siegel & Walmsley
Virginia
$2M
MHS
408
M Holdings Securities
Oregon
$1.99M +$1.93M +54,154 New
BRM
409
Boston Research & Management
Massachusetts
$1.98M
WA
410
WBH Advisory
Maryland
$1.98M -$276K -7,720 -12%
MA
411
Mosaic Advisors
Texas
$1.97M -$3.19M -89,383 -63%
CFGF
412
Compass Financial Group (Florida)
Florida
$1.97M +$3.54K +99 +0.2%
AWM
413
Avior Wealth Management
Nebraska
$1.97M +$124K +3,482 +7%
AFO
414
Allie Family Office
Florida
$1.97M -$691K -19,335 -27%
SW
415
SlateStone Wealth
Florida
$1.96M -$18.7K -523 -1%
NL
416
NVWM LLC
Pennsylvania
$1.95M +$436K +12,208 +30%
NAM
417
Nissay Asset Management
Japan
$1.94M -$504K -14,097 -21%
SA
418
Sunesis Advisors
Kansas
$1.92M
WDL
419
Well Done LLC
Michigan
$1.9M +$300K +8,386 +19%
WDC
420
Woodward Diversified Capital
California
$1.89M -$102K -2,859 -5%
ECM
421
Evergreen Capital Management
Washington
$1.87M +$423K +11,846 +30%
VWA
422
Visionary Wealth Advisors
Illinois
$1.86M -$399K -11,163 -18%
TM
423
Tikvah Management
North Carolina
$1.85M
BEI
424
Benjamin Edwards Inc
Missouri
$1.82M -$748K -20,939 -30%
WP
425
WealthSource Partners
California
$1.82M +$163K +4,562 +10%

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.