We are live on ! Find out more
IAU icon

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
HLOC
551
H.L. Ormond & Company
North Carolina
$761K -$3.25K -91 -0.4%
HDIM
552
Hanson & Doremus Investment Management
Vermont
$749K -$1.79K -50 -0.2%
JA
553
JVL Associates
Michigan
$748K -$922K -25,801 -56%
FNT
554
First National Trust
Pennsylvania
$737K -$26.1K -731 -4%
Kayne Anderson Rudnick Investment Management
555
Kayne Anderson Rudnick Investment Management
California
$735K
BCPWM
556
Bradley & Co Private Wealth Management
Florida
$732K
FA
557
Forefront Analytics
Pennsylvania
$730K
FM
558
Family Management
New York
$725K
PFM
559
Phillips Financial Management
Indiana
$724K
MA
560
MONECO Advisors
Connecticut
$719K +$156K +4,369 +29%
FIM
561
FWL Investment Management
Texas
$709K
VAS
562
Valicenti Advisory Services
New York
$707K
MIM
563
Macroview Investment Management
Maryland
$705K -$1.17M -32,829 -63%
NPF
564
Norris Perne & French
Michigan
$705K +$9.32K +261 +1%
IFA
565
Interactive Financial Advisors
Illinois
$692K +$50.4K +1,410 +8%
Natixis Advisors
566
Natixis Advisors
Massachusetts
$686K +$17.4K +486 +3%
BFO
567
Boston Family Office
Massachusetts
$673K
NL
568
NWAM LLC
Washington
$669K +$76.1K +2,131 +13%
TNBTD
569
Trustmark National Bank Trust Department
Mississippi
$665K -$202K -5,657 -24%
AT
570
American Trust
Kentucky
$662K +$642K +17,969 New
GC
571
Garde Capital
Washington
$659K
SCFS
572
S.C. Financial Services
Arizona
$652K +$96K +2,687 +18%
HT
573
HAP Trading
New York
$648K -$254K -7,100 -29%
MFA
574
Mayflower Financial Advisors
Massachusetts
$641K -$25.9K -724 -4%
ONB
575
Old National Bancorp
Indiana
$639K +$217K +6,061 +54%

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.