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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
EL
501
EMFO LLC
Florida
$1.14M -$10.2K -285 -0.9%
MCP
502
Mirador Capital Partners
California
$1.14M +$396K +11,078 +56%
BIA
503
Benchmark Investment Advisors
Illinois
$1.1M -$14.9K -416 -1%
BAM
504
Baldrige Asset Management
Pennsylvania
$1.1M -$18K -504 -2%
RWA
505
Redhawk Wealth Advisors
Minnesota
$1.1M +$776K +21,716 +267%
WJWM
506
Williams Jones Wealth Management
New York
$1.08M +$246K +6,874 +30%
FHB
507
First Hawaiian Bank
Hawaii
$1.08M -$18.8K -525 -2%
GRP
508
Global Retirement Partners
California
$1.07M +$1.07M +30,060 New
EWM
509
Empirical Wealth Management
Washington
$1.06M +$22.5K +631 +2%
SAM
510
Strategy Asset Managers
California
$1.05M +$275K +7,698 +37%
SCM
511
SevenOneSeven Capital Management
Pennsylvania
$1.05M +$12.4K +347 +1%
KA
512
Kovack Advisors
Florida
$1.05M +$23.3K +651 +2%
SAM
513
S.A. Mason
Michigan
$1.04M -$4K -112 -0.4%
PA
514
Parallel Advisors
California
$1.03M -$8.9K -249 -0.9%
CCM
515
Courage Capital Management
Tennessee
$1.03M
AIA
516
Avalon Investment & Advisory
Texas
$1.03M -$179 -5 -0%
ARIS
517
Advanced Research Investment Solutions
California
$1.03M +$3.57K +100 +0.4%
NL
518
NKCFO LLC
Illinois
$1.01M
PCWA
519
Pacific Capital Wealth Advisors
California
$998K +$265K +7,418 +38%
LSPW
520
Lake Street Private Wealth
Illinois
$985K +$7.36K +206 +0.8%
DAS
521
Dynamic Advisor Solutions
Arizona
$973K -$145K -4,064 -13%
IWC
522
Integrated Wealth Concepts
Massachusetts
$961K -$1.6M -44,871 -63%
MAA
523
Mraz Amerine & Associates
California
$953K -$10.3K -289 -1%
HC
524
Hamilton Capital
Ohio
$952K -$2.68K -75 -0.3%
CCB
525
Country Club Bank
Missouri
$944K +$918K +25,696 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.