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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
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$367K -$8.07K -226 -2%
MW
677
MBL Wealth
North Carolina
$365K +$354K +9,900 New
FPF
678
First Pacific Financial
Washington
$362K -$317K -8,879 -47%
CA
679
CGN Advisors
Kansas
$362K +$12.7K +356 +4%
BFA
680
Bragg Financial Advisors
North Carolina
$361K +$350K +9,809 New
MWM
681
Merriman Wealth Management
Washington
$358K +$68.6K +1,920 +25%
VW
682
Vance Wealth
California
$356K -$464 -13 -0.1%
MF
683
Montis Financial
Massachusetts
$355K +$344K +9,641 New
OC
684
Oarsman Capital
Wisconsin
$351K -$162K -4,524 -32%
CIA
685
Choate Investment Advisors
Massachusetts
$351K
LPT
686
Legacy Private Trust
Wisconsin
$351K
QPWM
687
Quadrant Private Wealth Management
Pennsylvania
$351K
AA
688
Advisory Alpha
Michigan
$351K +$340K +9,520 New
MFG
689
Merit Financial Group
Georgia
$348K -$5.47K -153 -2%
EWA
690
Evolution Wealth Advisors
Florida
$348K
5L
691
55I LLC
Massachusetts
$346K -$7.57K -212 -2%
FCCM
692
First City Capital Management
Georgia
$346K
MCCP
693
Mission Creek Capital Partners
California
$345K
DY
694
Dowling & Yahnke
California
$342K +$12.6K +352 +4%
Fisher Asset Management
695
Fisher Asset Management
Washington
$341K -$202K -5,649 -38%
TC
696
Titleist Capital
Texas
$341K
IF
697
Integrity Financial
Wyoming
$338K -$424K -11,870 -56%
BOPW
698
Brandywine Oak Private Wealth
Pennsylvania
$338K -$68.3K -1,911 -17%
AA
699
Auxano Advisors
Washington
$337K
BBHC
700
Brown Brothers Harriman & Co
New York
$337K

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.