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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
NS
726
Newman & Schimel
Illinois
$301K -$287K -8,024 -50%
EWM
727
Endowment Wealth Management
Wisconsin
$301K +$292K +8,181 New
NF
728
NTB Financial
Colorado
$294K +$285K +7,985 New
KWM
729
Kaydan Wealth Management
Michigan
$293K -$18.3K -513 -6%
WT
730
Washington Trust
Rhode Island
$292K +$6K +168 +2%
PWPS
731
Pinnacle Wealth Planning Services
Ohio
$291K
SCA
732
STALEY CAPITAL ADVISERS
Pennsylvania
$290K
GKWIM
733
Gerber Kawasaki Wealth & Investment Management
California
$289K -$4.96M -138,952 -95%
EFS
734
Essex Financial Services
Connecticut
$282K
FAB
735
First American Bank
Illinois
$281K
I2I
736
Insight 2811 Inc
Illinois
$281K -$49.1K -1,375 -15%
HCM
737
Hollencrest Capital Management
California
$280K -$64.3K -1,800 -19%
BA
738
Bridgewater Advisors
New York
$280K -$12.5K -350 -4%
TFA
739
Triad Financial Advisors
North Carolina
$280K +$34.5K +965 +15%
AP
740
Appleton Partners
Massachusetts
$278K -$11.9K -333 -4%
SIAM
741
Sterling Investment Advisors (Missouri)
Missouri
$278K -$2.79K -78 -1%
WEG
742
World Equity Group
Illinois
$274K +$266K +7,450 New
RIG
743
Roosevelt Investment Group
New York
$273K -$8.43K -236 -3%
PJSIMP
744
P.J. Schmidt Investment Management (PJS)
Wisconsin
$273K +$271K +7,585 New
BMWM
745
Brown Miller Wealth Management
Virginia
$272K -$7.14K -200 -3%
Members Trust
746
Members Trust
Florida
$272K +$10.5K +294 +4%
ADL
747
Asset Dedication LLC
California
$270K
SHWM
748
Smith & Howard Wealth Management
Georgia
$268K
TLCM
749
Twin Lakes Capital Management
California
$268K
YAL
750
Your Advocates Ltd
Texas
$268K +$8.79K +246 +4%

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.