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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
Creative Planning
51
Creative Planning
Kansas
$50.9M +$2.94M +82,173 +6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$50.7M +$1.68M +47,029 +4%
Chevy Chase Trust
53
Chevy Chase Trust
Maryland
$50.2M +$4.27M +119,528 +10%
PPW
54
Parcion Private Wealth
Washington
$46.9M -$998K -27,946 -2%
CAAS
55
Capital Asset Advisory Services
Michigan
$46.5M +$1.17M +32,643 +3%
BBVA
56
Banco Bilbao Vizcaya Argentaria
Spain
$44.7M +$29.7M +830,568 +219%
BFPW
57
BOK Financial Private Wealth
Colorado
$42M +$40.7M +1,139,293 New
BIAS
58
Beacon Investment Advisory Services
New Jersey
$41.1M -$147K -4,119 -0.4%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$40.4M +$23.9M +668,470 +145%
Mariner
60
Mariner
Kansas
$40.2M -$172K -4,810 -0.4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$40.2M +$5.89M +164,771 +18%
SWP
62
Stratos Wealth Partners
Ohio
$39.9M +$27.5M +768,433 +243%
GP
63
Greenline Partners
New York
$39.5M -$7.97M -223,051 -17%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$39.4M +$1.49M +41,779 +4%
TWM
65
Tanglewood Wealth Management
Texas
$38.4M -$376K -10,535 -1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$36.2M +$4.98M +139,315 +17%
PCIG
67
Partners Capital Investment Group
Massachusetts
$35.8M -$10.2M -284,884 -23%
OA
68
Oxbow Advisors
Texas
$35M +$422K +11,816 +1%
MSL
69
Mackay Shields LLC
New York
$34.2M
Truist Financial
70
Truist Financial
North Carolina
$34.2M +$866K +24,230 +3%
VM
71
VPR Management
Texas
$34M -$182K -5,100 -0.5%
AWA
72
Amplius Wealth Advisors
Pennsylvania
$33.5M -$2.17M -60,649 -6%
PSUF
73
People's United Financial
Connecticut
$33.2M -$6.17M -172,763 -16%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$32.8M -$10.6M -295,481 -25%
HF
75
HRT Financial
New York
$31.5M -$9.23M -258,228 -23%

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.