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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
BCP
701
Berkeley Capital Partners
Georgia
$336K +$326K +9,119 New
CL
702
Choreo LLC
Illinois
$334K +$3.32K +93 +1%
SWA
703
Strategies Wealth Advisors
Michigan
$330K
CSIC
704
Clifford Swan Investment Counsel
California
$329K
Fifth Third Bancorp
705
Fifth Third Bancorp
Ohio
$329K +$79.5K +2,225 +33%
TRCT
706
Tower Research Capital (TRC)
New York
$329K +$122K +3,420 +62%
WCA
707
Waypoint Capital Advisors
Minnesota
$328K
IWN
708
Independent Wealth Network
Iowa
$328K +$55.1K +1,543 +21%
DBT
709
Dubuque Bank & Trust
Iowa
$327K
TYCC
710
Texas Yale Capital Corp
Florida
$327K
BG
711
Benedetti & Gucer
Georgia
$327K +$318K +8,902 New
JIP
712
Jaffetilchin Investment Partners
Florida
$325K +$335K +9,379 New
BWM
713
Blossom Wealth Management
California
$324K -$4.25K -119 -1%
CIR
714
Clear Investment Research
Georgia
$323K -$154K -4,302 -33%
Barclays
715
Barclays
United Kingdom
$323K +$313K +8,761 New
PWMAG
716
Pinnacle Wealth Management Advisory Group
New Jersey
$314K -$3.29K -92 -1%
FNT
717
First Nebraska Trust
Nebraska
$313K
ESB
718
Essex Savings Bank
Connecticut
$310K -$6.86K -192 -2%
IPW
719
Inlet Private Wealth
Florida
$308K -$143K -4,000 -32%
PRS
720
Pinkerton Retirement Specialists
Idaho
$307K
CIA
721
Capital Investment Advisors
Georgia
$307K +$14K +393 +5%
FTC
722
Farmers Trust Company
Ohio
$306K
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$305K -$152K -4,258 -34%
MPM
724
Meritage Portfolio Management
Kansas
$305K
AWM
725
Altium Wealth Management
New York
$304K -$16.8K -471 -5%

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.