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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
LDFR
776
Lehman & Derafelo Financial Resources
Pennsylvania
$241K
WIC
777
Woodmont Investment Counsel
Tennessee
$240K
BEAM
778
Baker Ellis Asset Management
Washington
$239K
LFAS
779
Level Four Advisory Services
Texas
$239K
AWM
780
Accurate Wealth Management
Florida
$238K +$231K +6,454 New
NPT
781
Nixon Peabody Trust
Massachusetts
$236K
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$234K -$5.04K -141 -2%
OIA
783
OneDigital Investment Advisors
Kansas
$233K -$45.5K -1,274 -17%
LWA
784
Lenox Wealth Advisors
New York
$233K -$4.57K -128 -2%
SPWM
785
Schrum Private Wealth Management
Florida
$231K
VanEck Associates
786
VanEck Associates
New York
$230K -$5.97K -167 -3%
DI
787
DAGCO Inc
Ohio
$230K +$222K +6,205 New
FANJ
788
Financial Architects (New Jersey)
New Jersey
$229K +$222K +6,213 New
LRIA
789
Leonard Rickey Investment Advisors
Washington
$229K +$222K +6,223 New
KCA
790
Karn Couzens & Associates
Connecticut
$227K
SIG
791
Spinnaker Investment Group
California
$226K -$14.9K -418 -6%
FM
792
Foster & Motley
Ohio
$226K +$11.3K +317 +5%
PP
793
Patron Partners
Texas
$224K -$28.9K -810 -12%
FSA
794
Franklin Street Advisors
North Carolina
$224K
P
795
Pitcairn
Pennsylvania
$220K
BBPWM
796
Blue Bell Private Wealth Management
Pennsylvania
$219K
VFP
797
Verus Financial Partners
Virginia
$217K +$207K +5,786 New
DC
798
Davenport & Co
Virginia
$217K +$211K +5,905 New
IAIM
799
International Assets Investment Management
Florida
$215K -$28.1K -787 -12%
SWM
800
SeaCrest Wealth Management
New York
$215K -$7.14K -200 -3%

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.