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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
Stifel Financial
26
Stifel Financial
Missouri
$117M -$16.3M -456,167 -13%
KeyBank National Association
27
KeyBank National Association
Ohio
$115M +$16.1M +451,471 +17%
BlackRock
28
BlackRock
New York
$113M +$15.9M +445,160 +17%
FFA
29
First Foundation Advisors
California
$96.3M -$735K -20,573 -0.8%
GAG
30
GM Advisory Group
New York
$91.6M +$46.1M +1,290,420 +108%
PCP
31
Proficio Capital Partners
Massachusetts
$90.2M +$11.7M +328,281 +15%
Asset Management One
32
Asset Management One
Japan
$90.2M +$22.6M +632,762 +35%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$89.5M +$4M +111,876 +5%
PA
34
PFG Advisors
Arizona
$83.6M +$32.5M +910,830 +8,699%
MD
35
Money Design
Japan
$78.6M +$17.4M +486,894 +30%
MB
36
Mizuho Bank
Japan
$73.7M +$71.5M +2,000,000 New
CTC
37
Central Trust Company
Missouri
$70.6M -$3.67M -102,865 -5%
TAM
38
Tocqueville Asset Management
New York
$69.1M +$1.53M +42,761 +2%
FLPIM
39
F.L. Putnam Investment Management
Massachusetts
$68.9M +$317K +8,876 +0.5%
TA
40
Tiedemann Advisors
New York
$66.9M -$5.3M -148,281 -8%
AL
41
Arnhold LLC
New York
$66.6M
Franklin Resources
42
Franklin Resources
California
$66.2M +$3.65M +102,249 +6%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$65.8M +$8.19M +229,244 +15%
NFG
44
Nadler Financial Group
Illinois
$65.5M +$151K +4,233 +0.2%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$59.6M +$15.9M +445,204 +38%
MCM
46
Moon Capital Management
New York
$57.4M +$60.1K +1,682 +0.1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$55M +$875K +24,500 +2%
Northern Trust
48
Northern Trust
Illinois
$53.4M +$1.75M +48,923 +3%
JMFC
49
J.M. Forbes & Co
Massachusetts
$53.3M +$6.03M +168,890 +13%
ET
50
Equitable Trust
Tennessee
$51.2M +$1.45M +40,665 +3%

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.