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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
Wolverine Trading
601
Wolverine Trading
Illinois
$557K -$292K -8,169 -35%
HCA
602
Horan Capital Advisors
Ohio
$556K
OWA
603
Outlook Wealth Advisors
Texas
$550K -$69.7K -1,951 -12%
BWA
604
BDO Wealth Advisors
Florida
$545K
OHWP
605
Oak Harbor Wealth Partners
North Carolina
$543K
CCFCSB
606
Cape Cod Five Cents Savings Bank
Massachusetts
$539K -$56.9K -1,594 -10%
ATPW
607
Ashton Thomas Private Wealth
Arizona
$537K +$95.5K +2,672 +22%
DP
608
DDD Partners
Washington
$532K +$40.4K +1,130 +8%
SCM
609
Southport Capital Management
Tennessee
$526K -$429K -12,015 -46%
VFA
610
Valeo Financial Advisors
Indiana
$524K +$10K +280 +2%
SWP
611
Strategic Wealth Partners
Ohio
$523K -$174K -4,878 -26%
TMAM
612
Tokio Marine Asset Management
Japan
$519K
MG
613
Mather Group
Illinois
$518K +$502K +14,052 New
B
614
Bridgeworth
Alabama
$517K -$10.4K -291 -2%
NW
615
NewEdge Wealth
Pennsylvania
$516K -$389K -10,882 -44%
HCM
616
Hengehold Capital Management
Ohio
$516K
FCH
617
Freestone Capital Holdings
Washington
$514K +$211K +5,915 +73%
EWA
618
Encompass Wealth Advisors
Oregon
$509K
LNC
619
Lincoln National Corp
Pennsylvania
$504K -$33.2K -930 -6%
PA
620
Pinnacle Associates
New York
$504K +$3.89K +109 +0.8%
CMBA
621
C.M. Bidwell & Associates
Hawaii
$503K +$79.7K +2,230 +20%
TNA
622
True North Advisors
Texas
$500K
WFAG
623
Wescott Financial Advisory Group
Pennsylvania
$499K
CC
624
Cannell & Co
New York
$497K +$482K +13,500 New
SW
625
Solidarity Wealth
Utah
$493K +$476K +13,320 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.