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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
CG
426
Colony Group
Massachusetts
$1.8M -$28.8K -805 -2%
FTA
427
Financial & Tax Architects
Missouri
$1.79M +$1.74M +48,663 New
CCA
428
Cadent Capital Advisors
Oklahoma
$1.79M +$11.6K +326 +0.7%
JPG
429
Jordan Park Group
California
$1.78M
ST
430
Sageworth Trust
Pennsylvania
$1.77M
FCM
431
Firestone Capital Management
Florida
$1.76M
CP
432
Castleview Partners
Texas
$1.75M -$59.1M -1,653,656 -97%
VAM
433
Verity Asset Management
North Carolina
$1.74M +$244K +6,840 +17%
NCM
434
Northside Capital Management
Oregon
$1.74M
BW
435
Bison Wealth
Georgia
$1.71M +$604K +16,894 +57%
BSW
436
Buckingham Strategic Wealth
Missouri
$1.7M +$151K +4,232 +10%
TPA
437
Trivium Point Advisory
Connecticut
$1.68M +$1.64M +45,920 New
HCC
438
Hirtle Callaghan & Co
Pennsylvania
$1.68M -$19.1K -535 -1%
SF
439
Synovus Financial
Georgia
$1.63M -$121K -3,400 -7%
BO
440
Bank OZK
Arkansas
$1.63M -$536 -15 -0%
EWM
441
Elmwood Wealth Management
California
$1.61M -$140K -3,907 -8%
SGI
442
Summit Global Investments
Utah
$1.61M +$1.33M +37,151 +559%
RZH
443
Relyea Zuckerberg Hanson
Connecticut
$1.61M +$30.6K +857 +2%
AWA
444
Arete Wealth Advisors
Illinois
$1.61M +$212K +5,930 +16%
NEAM
445
New England Asset Management
Connecticut
$1.61M +$82.2K +2,300 +6%
CWM
446
Centric Wealth Management
Illinois
$1.6M +$1.56M +43,544 New
SAM
447
SignalPoint Asset Management
Missouri
$1.58M -$17.1K -480 -1%
JCA
448
January Capital Advisors
California
$1.56M -$68.1K -1,907 -4%
GCIG
449
Grand Central Investment Group
Florida
$1.56M +$29.4K +824 +2%
TWM
450
TriaGen Wealth Management
California
$1.54M +$1.5M +41,910 New

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.