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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
VRM
851
Vectors Research Management
New York
$81K
WAM
852
Worth Asset Management
Texas
$81K +$83K +2,322 New
BCM
853
Blume Capital Management
California
$74K
CBT
854
Central Bank & Trust
Kentucky
$68K -$38K -1,065 -36%
S
855
Surevest
California
$67K
PCG
856
Private Capital Group
Connecticut
$66K +$11.4K +319 +21%
GFPC
857
Global Financial Private Client
Florida
$64.7K
JEST
858
JTC Employer Solutions Trustee
Jersey
$63K
EI
859
Ellevest Inc
New York
$63K +$2.68K +75 +5%
ME
860
McIlrath & Eck
Washington
$60K
CWM
861
Curi Wealth Management
North Carolina
$60K +$5.14K +144 +10%
OLVIG
862
Oliver Lagore Vanvalin Investment Group
Michigan
$60K +$58.2K +1,630 New
TFS
863
TrustCore Financial Services
Tennessee
$59K +$8.11K +227 +16%
CFO
864
CVA Family Office
Colorado
$58K
PO
865
Private Ocean
California
$56K
AWM
866
Atticus Wealth Management
Florida
$55K
BHWM
867
Beaird Harris Wealth Management
Texas
$55K
TWA
868
TCI Wealth Advisors
Arizona
$55K +$53.6K +1,500 New
AWM
869
Accel Wealth Management
Iowa
$53K
HPC
870
HM Payson & Co
Maine
$53K +$23.8K +666 +87%
CHA
871
Carmichael Hill & Associates
Maryland
$51K
SCA
872
Sandy Cove Advisors
Massachusetts
$48K -$1.61K -45 -3%
SC
873
Stephens Consulting
Michigan
$47.6K +$5K +140 +12%
RG
874
Retirement Group
California
$47K +$6.32K +177 +16%
MWM
875
Mascoma Wealth Management
New Hampshire
$46K

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.