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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
Citadel Advisors
476
Citadel Advisors
Florida
$1.33M -$2.45M -68,697 -66%
AAS
477
Ameritas Advisory Services
Nebraska
$1.3M +$51.2K +1,434 +4%
AAM
478
Aureus Asset Management
Massachusetts
$1.3M
CWS
479
Confluence Wealth Services
Pennsylvania
$1.29M +$71 +2 +0%
SMDAM
480
Sumitomo Mitsui DS Asset Management
Japan
$1.29M +$715K +20,000 +133%
BPC
481
Banque Pictet & Cie
Switzerland
$1.29M
CFM
482
Coronation Fund Managers
South Africa
$1.29M
MWM
483
Modera Wealth Management
New Jersey
$1.28M +$218K +6,091 +21%
UFF
484
USA Financial Formulas
Michigan
$1.27M +$1.22M +34,027 +8,614%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$1.24M -$243K -6,797 -17%
AP
486
Americana Partners
Texas
$1.24M -$920K -25,752 -43%
CIC
487
Carnegie Investment Counsel
Ohio
$1.24M +$131K +3,665 +12%
GC
488
Gibson Capital
Pennsylvania
$1.23M +$57.5K +1,610 +5%
IF
489
Intrua Financial
Texas
$1.23M -$46.8K -1,310 -4%
CPM
490
Connective Portfolio Management
New York
$1.22M
HFP
491
Holistic Financial Partners
Indiana
$1.22M
USCWA
492
U.S. Capital Wealth Advisors
Texas
$1.22M +$1.18M +33,107 New
BFS
493
Bard Financial Services
Connecticut
$1.21M
PCTC
494
Perkins Coie Trust Company
Washington
$1.2M -$142K -3,983 -11%
RCG
495
Regatta Capital Group
California
$1.2M -$159K -4,442 -12%
IFS
496
Ifrah Financial Services
Arkansas
$1.18M +$1.15M +32,118 New
FPCP
497
Fort Point Capital Partners
California
$1.17M -$4.2M -117,521 -79%
BA
498
Ballew Advisors
Mississippi
$1.17M -$393 -11 -0%
UCB
499
United Community Bank
South Carolina
$1.16M
JWCA
500
J.W. Cole Advisors
Florida
$1.16M +$376K +10,519 +50%

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.