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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
DWM
801
Dakota Wealth Management
Florida
$213K +$206K +5,772 New
MCM
802
Manchester Capital Management
Vermont
$212K -$31.2K -872 -13%
FHC
803
First Heartland Consultants
Missouri
$212K +$206K +5,780 New
BI
804
Blooom Inc
Kansas
$210K +$205K +5,732 New
KCM
805
Kanawha Capital Management
Virginia
$209K +$202K +5,667 New
RW
806
RVW Wealth
California
$209K +$203K +5,673 New
FAG
807
Financial Advisory Group
Texas
$208K +$202K +5,660 New
BAM
808
Barrett Asset Management
New York
$207K
MSWMA
809
Market Street Wealth Management Advisors
Indiana
$206K +$200K +5,598 New
MGIA
810
Moneta Group Investment Advisors
Missouri
$205K -$42.3K -1,185 -18%
AFG
811
Arkansas Financial Group
Arkansas
$205K -$11.4K -319 -5%
SWP
812
Summit Wealth Partners
Florida
$203K +$197K +5,515 New
GGS
813
Galvin Gaustad & Stein
Arizona
$203K +$197K +5,525 New
CFO
814
Colony Family Offices
North Carolina
$202K +$196K +5,496 New
SMH
815
Sanders Morris Harris
Texas
$202K +$196K +5,498 New
HFS
816
Howard Financial Services
Texas
$201K +$195K +5,464 New
JAG
817
Journey Advisory Group
Kentucky
$200K +$194K +5,417 New
NEWAS
818
N.E.W. Advisory Services
Wisconsin
$199K +$435K +12,189 New
SBL
819
Sargent Bickham Lagudis
Colorado
$198K +$24.5K +685 +15%
SJIA
820
St. James Investment Advisors
New York
$196K -$171K -4,773 -47%
GWM
821
Geneos Wealth Management
Colorado
$193K +$188K +5,264 New
HIA
822
Harbor Investment Advisory
Maryland
$187K
WBC
823
West Branch Capital
Massachusetts
$184K
SWM
824
Sugarloaf Wealth Management
Georgia
$179K -$4.93K -138 -3%
SSB
825
Sandy Spring Bank
Maryland
$177K -$2.86K -80 -2%

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.