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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
TC
751
Tacita Capital
Ontario, Canada
$267K
AIA
752
Arbor Investment Advisors
North Carolina
$266K -$22.1K -620 -8%
CAI
753
Capital Advisors Inc
Oklahoma
$264K +$256K +7,173 New
DWM
754
Dopkins Wealth Management
New York
$262K
LFG
755
Larson Financial Group
Missouri
$260K +$107K +2,990 +73%
CA
756
CoreCap Advisors
Michigan
$257K +$169K +4,739 +212%
CWM
757
Congress Wealth Management
Massachusetts
$255K +$31.4K +879 +15%
EWA
758
EverSource Wealth Advisors
Alabama
$255K +$62.8K +1,758 +34%
BCV
759
Banque Cantonale Vaudoise
Switzerland
$254K
B
760
Brightworth
Georgia
$254K +$246K +6,896 New
CCM
761
Condor Capital Management
New Jersey
$253K +$572 +16 +0.2%
RC
762
RegentAtlantic Capital
New Jersey
$252K -$1.22K -34 -0.5%
MKA
763
M. Kulyk & Associates
Georgia
$251K
SC
764
Savant Capital
Illinois
$251K +$2.39K +67 +1%
CA
765
Crumly & Associates
Illinois
$250K
EVM
766
Eaton Vance Management
Massachusetts
$250K +$17K +476 +8%
NFP
767
Narus Financial Partners
Utah
$248K +$240K +6,721 New
CA
768
Cambridge Advisors
Nebraska
$247K
AL
769
Aspiriant LLC
California
$246K -$53.4K -1,495 -18%
ACM
770
Advance Capital Management
Michigan
$246K +$1.93K +54 +0.8%
DWM
771
Destination Wealth Management
California
$245K +$11.5K +322 +5%
DT
772
Diversified Trust
Tennessee
$245K +$238K +6,650 New
WIP
773
WealthCare Investment Partners
Rhode Island
$244K -$59.3K -1,661 -20%
WSWA
774
Warren Street Wealth Advisors
California
$242K -$15.2K -425 -6%
VVP
775
Venture Visionary Partners
Ohio
$241K -$24.7K -691 -10%

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.