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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
RA
876
Rise Advisors
New York
$46K
BC
877
Bartlett & Co
Ohio
$46K +$44.6K +1,248 New
BCWM
878
Bartlett & Co Wealth Management
Ohio
$46K +$44.6K +1,248 New
Jones Financial Companies
879
Jones Financial Companies
Missouri
$43K -$67.1K -1,877 -62%
OIA
880
Optimum Investment Advisors
Illinois
$41K -$146K -4,077 -79%
BFC
881
Bedel Financial Consulting
Indiana
$39K
CC
882
Commons Capital
Massachusetts
$39K
AWM
883
AllSquare Wealth Management
New York
$38K
NFSG
884
Newbridge Financial Services Group
Florida
$38K +$14.3K +400 +63%
Simplex Trading
885
Simplex Trading
Illinois
$37K -$1.11M -31,005 -97%
MA
886
Montag & Associates
Georgia
$37K
CG
887
Cutler Group
California
$36K +$24.9K +698 +233%
BAM
888
Bellevue Asset Management
Washington
$34K
PFA
889
Professional Financial Advisors
Nebraska
$34K +$33.1K +926 New
CT
890
Caldwell Trust
Florida
$33.4K
HFA
891
HC Financial Advisors
California
$33K
OA
892
Operose Advisors
Wisconsin
$32K
PWC
893
PYA Waltman Capital
Tennessee
$32K
RBC
894
Roble Belko & Company
Pennsylvania
$32K +$5.11K +143 +20%
CFFP
895
Center for Financial Planning
Michigan
$31K -$16K -448 -34%
PPWM
896
PFG Private Wealth Management
Florida
$31K
SQA
897
Simon Quick Advisors
New Jersey
$31K
MA
898
MCF Advisors
Kentucky
$31K +$30.1K +843 New
OSNBOA
899
Old Second National Bank of Aurora
Illinois
$29K -$27.7K -775 -50%
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K -$715 -20 -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.