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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
TI
576
Tidal Investments
Wisconsin
$638K +$9.97K +279 +2%
KWM
577
Keebeck Wealth Management
Illinois
$636K +$204K +5,715 +49%
LWAC
578
Laurel Wealth Advisors (California)
California
$633K -$21.2K -594 -3%
SCI
579
S&CO Inc
Massachusetts
$632K
Wealth Enhancement Advisory Services
580
Wealth Enhancement Advisory Services
Minnesota
$630K
WMA
581
Wealth Management Associates
New Jersey
$629K +$1.79K +50 +0.3%
PWP
582
Principle Wealth Partners
Connecticut
$623K
CAN
583
Claraphi Advisory Network
United States
$618K +$323K +9,042 +117%
KCM
584
Kornitzer Capital Management
Kansas
$616K +$19.6K +550 +3%
WANY
585
Wealthspire Advisors (New York)
New York
$613K -$41.2K -1,154 -6%
BFS
586
Bradley Foster & Sargent
Connecticut
$609K +$591K +16,538 New
TFO
587
Tarbox Family Office
California
$601K
Walleye Trading
588
Walleye Trading
New York
$601K +$368K +10,312 +171%
MCM
589
Mill Capital Management
North Carolina
$598K
NWM
590
Northcape Wealth Management
New York
$598K
SSWM
591
Sheets Smith Wealth Management
North Carolina
$597K -$25.5K -715 -4%
SG
592
StoneX Group
New York
$595K +$166K +4,658 +40%
CCWA
593
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$595K -$69.8K -1,955 -11%
TWM
594
Tradition Wealth Management
Minnesota
$582K -$13.7K -383 -2%
ISL
595
Ingalls & Snyder LLC
New York
$582K +$10K +280 +2%
Vontobel Holding
596
Vontobel Holding
Switzerland
$580K
PMFA
597
Plante Moran Financial Advisors
Michigan
$579K +$247K +6,926 +79%
VIA
598
Vident Investment Advisory
Georgia
$573K +$553K +15,479 New
FCA
599
FinTrust Capital Advisors
South Carolina
$572K +$319K +8,941 +135%
MC
600
Moors & Cabot
Massachusetts
$558K +$49.3K +1,380 +10%

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.