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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
EWA
651
EP Wealth Advisors
California
$413K -$67.1K -1,879 -14%
NWM
652
NEIRG Wealth Management
Massachusetts
$408K +$49.7K +1,392 +14%
EWM
653
EPG Wealth Management
Georgia
$405K +$393K +11,004 New
HKAM
654
Horizon Kinetics Asset Management
New York
$402K -$643 -18 -0.2%
VCM
655
Viewpoint Capital Management
Washington
$399K +$4.57K +128 +1%
CRC
656
Catawba River Capital
South Carolina
$398K -$8.39K -235 -2%
SEIA
657
Signature Estate & Investment Advisors
California
$396K -$10.8K -301 -3%
BMA
658
Brooks Moore & Associates
Tennessee
$396K +$21.4K +600 +6%
HW
659
Hancock Whitney
Mississippi
$392K
TCA
660
Transcend Capital Advisors
New Jersey
$392K +$13.9K +388 +4%
JF
661
Jump Financial
Illinois
$388K +$376K +10,522 New
SYBT
662
Stock Yards Bank & Trust
Kentucky
$383K -$10.4K -290 -3%
CST
663
Charles Schwab Trust
Nevada
$383K +$2.54K +71 +0.7%
KIA
664
KCM Investment Advisors
California
$376K -$53.5K -1,498 -13%
FAIM
665
Financial Advocates Investment Management
Washington
$375K -$916K -25,644 -72%
DHGWA
666
Dixon Hughes Goodman Wealth Advisors
North Carolina
$374K
HWA
667
HHM Wealth Advisors
Tennessee
$374K +$345K +9,663 +1,933%
CC
668
Callan Capital
California
$372K +$73.2K +2,049 +25%
PWA
669
Phoenix Wealth Advisors
North Carolina
$372K +$78.5K +2,196 +27%
ATC
670
Argent Trust Co
Tennessee
$371K +$38K +1,065 +12%
CWG
671
Cornerstone Wealth Group
North Carolina
$370K -$1.79K -50 -0.5%
ML
672
McAdam LLC
Pennsylvania
$369K +$142K +3,980 +66%
AWM
673
Aberdeen Wealth Management
Illinois
$369K +$358K +10,012 New
Comerica Bank
674
Comerica Bank
Texas
$368K -$21.9K -612 -6%
OCM
675
Orion Capital Management
California
$368K

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.