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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
GWM
526
Greenhouse Wealth Management
Connecticut
$939K
PFA
527
Pettinga Financial Advisors
Indiana
$923K -$33.1K -927 -4%
FFM
528
Forum Financial Management
Illinois
$906K +$214 +6 +0%
UAS
529
United Asset Strategies
New York
$905K +$321K +8,992 +58%
AWM
530
Avaii Wealth Management
Wisconsin
$894K -$33.3K -933 -4%
AA
531
Alesco Advisors
New York
$892K +$580K +16,240 +203%
CPA
532
Cardiff Park Advisors
California
$890K +$76.3K +2,136 +10%
JWBC
533
J.W. Burns & Co
New York
$869K +$62.5K +1,750 +8%
OFA
534
Oak Family Advisors
Illinois
$868K -$37.2K -1,040 -4%
PCIA
535
Prime Capital Investment Advisors
Kansas
$845K
NFG
536
Nations Financial Group
Iowa
$842K +$26.7K +746 +3%
CCM
537
Coldstream Capital Management
Washington
$842K +$817K +22,865 New
JWCA
538
J.W. Coons Advisors
Ohio
$833K +$172K +4,825 +27%
Millennium Management
539
Millennium Management
New York
$832K -$1.13M -31,524 -58%
TPCW
540
TD Private Client Wealth
New York
$831K +$95.5K +2,672 +13%
PPP
541
Private Portfolio Partners
New Jersey
$823K +$31.2K +873 +4%
WCM
542
WealthBridge Capital Management
Ohio
$818K -$4.72K -132 -0.6%
GP
543
Geneva Partners
Wisconsin
$818K +$793K +22,205 New
Bank of Nova Scotia
544
Bank of Nova Scotia
Ontario, Canada
$811K -$7.73M -216,261 -91%
MBT
545
Montecito Bank & Trust
California
$801K -$187K -5,248 -19%
IGWM
546
ICA Group Wealth Management
Colorado
$789K +$806K +22,566 New
TC
547
TownSquare Capital
Utah
$785K +$69.8K +1,955 +10%
RIA
548
Regal Investment Advisors
Michigan
$782K -$138K -3,865 -15%
HH
549
Hilltop Holdings
Texas
$775K +$40.3K +1,129 +6%
EWA
550
Exencial Wealth Advisors
Oklahoma
$767K -$197K -5,518 -21%

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.