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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
BWM
626
BerganKDV Wealth Management
Minnesota
$492K -$38.3K -1,073 -7%
MIAN
627
Mariner Independent Advisor Network
Kansas
$486K -$416K -11,634 -47%
RMDI
628
R.M. Davis Inc
Maine
$486K +$471K +13,196 New
EIP
629
Ellis Investment Partners
Pennsylvania
$485K +$1K +28 +0.2%
SCP
630
Silverleafe Capital Partners
Tennessee
$481K -$181K -5,059 -28%
CPA
631
Capital Planning Advisors
California
$479K +$10.7K +300 +2%
Brown Advisory
632
Brown Advisory
Maryland
$478K +$464K +12,984 New
CFGS
633
Concourse Financial Group Securities
Alabama
$477K -$22.9K -641 -5%
3AM
634
3EDGE Asset Management
Florida
$466K +$51.1K +1,430 +13%
IC
635
Inverness Counsel
New York
$464K
AWM
636
Alterna Wealth Management
Texas
$458K
FPAS
637
Focus Partners Advisor Solutions
Missouri
$458K +$443K +12,411 New
WPA
638
West Paces Advisors
Georgia
$455K
WFO
639
Wealthgate Family Office
Colorado
$453K
BDF
640
Black Diamond Financial
Maryland
$439K
BRC
641
Bell Rock Capital
Delaware
$438K +$62.5K +1,749 +18%
KWA
642
Kellett Wealth Advisors
Ohio
$433K -$3.04M -85,130 -88%
PP
643
PDS Planning
Ohio
$432K
FCBT
644
First Citizens Bank & Trust
North Carolina
$431K +$156K +4,379 +60%
IF
645
IRON Financial
Illinois
$424K
GA
646
Greenspring Advisors
Maryland
$423K -$536 -15 -0.1%
GWM
647
GSB Wealth Management
Connecticut
$423K
GIA
648
Gladstone Institutional Advisory
Florida
$419K -$53.1K -1,485 -12%
LBC
649
Lowe Brockenbrough & Co
Virginia
$419K +$407K +11,388 New
SFCL
650
Strengthening Families & Communities LLC
Massachusetts
$414K

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.