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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
HWMA
826
Heritage Wealth Management (Arizona)
Arizona
$176K +$170K +4,770 New
POIA
827
Pin Oak Investment Advisors
Texas
$171K
RCC
828
Red Cedar Capital
Nebraska
$170K
GC
829
Gould Capital
Washington
$169K +$429 +12 +0.3%
CFD
830
Creative Financial Designs
Indiana
$154K +$8.22K +230 +6%
GM
831
GeoWealth Management
Illinois
$154K +$8.86K +248 +6%
ZB
832
Zions Bancorporation
Utah
$153K +$4.97K +139 +3%
CCA
833
Column Capital Advisors
Indiana
$149K
MRCM
834
M&R Capital Management
New Jersey
$145K +$16.1K +450 +13%
CFB
835
Cullen/Frost Bankers
Texas
$142K
IUHSA
836
Itau Unibanco Holding S.A.
Brazil
$140K +$136K +3,804 New
DWP
837
Destiny Wealth Partners
Florida
$137K
KFS
838
Kelly Financial Services
Massachusetts
$126K -$52.9K -1,481 -30%
BWM
839
Baystate Wealth Management
Massachusetts
$124K +$2.68K +75 +2%
HNWAG
840
High Net Worth Advisory Group
Florida
$119K
LWP
841
Lumature Wealth Partners
Georgia
$112K
FEG
842
Financial Enhancement Group
Indiana
$111K
CWC
843
Carolinas Wealth Consulting
North Carolina
$110K
EWM
844
Endurance Wealth Management
Rhode Island
$103K
FP
845
Financial Perspectives
Minnesota
$101K +$12.6K +353 +15%
DI
846
Disciplined Investments
Oklahoma
$100K +$97.1K +2,719 New
BFG
847
Baron Financial Group
New Jersey
$96.6K
SWM
848
Selective Wealth Management
Virginia
$96K -$34.7K -972 -27%
C
849
Covestor
United Kingdom
$93K +$90.2K +2,525 New
FWM
850
Focused Wealth Management
New York
$92K +$16.1K +452 +22%

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.