iShares Gold Trust
IAU
959 hedge funds and large institutions have $15B invested in iShares Gold Trust in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 269 increasing their positions, 429 reducing their positions, and 90 closing their positions.
1,382% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $4.5M
1.08% more ownership
Funds ownership: 57.7% → 58.78% (+1.1%)
5% less funds holding
Funds holding: 1,008 → 959 (-49)
12% less capital invested
Capital invested by funds: $17B → $15B (-$1.95B)
19% less funds holding in top 10
Funds holding in top 10: 123 → 100 (-23)
34% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 90
37% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 429
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$274M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$72.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$48.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$18M |
| 5 |
Citigroup
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$95.6M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$89.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$75.4M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$61.5M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$60.2M |
IAU Hedge Fund Activity: Q3 2022 in Review
959 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Gold Trust (IAU) for Q3 2022, worth a combined $15B — down 12% from $17B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of IAU and 59 opened new positions — a net loss of 31 holders — while 429 trimmed existing stakes and 269 added.
The largest buyer was Jane Street, opening a new position worth an estimated $274M. The largest seller was Morgan Stanley, cutting an estimated $95.6M.
- 959 institutional investors held iShares Gold Trust (IAU) as of Q3 2022, down from 1,008 in Q2 2022.
- Funds reported $15B of iShares Gold Trust stock for Q3 2022, down 12% quarter-over-quarter.
- 59 funds opened new iShares Gold Trust positions in Q3 2022 and 90 closed out, a net change of -31 holders.
- The largest iShares Gold Trust buyer in Q3 2022 was Jane Street, an estimated $274M added.
- The largest iShares Gold Trust seller in Q3 2022 was Morgan Stanley, an estimated $95.6M sold.
Based on aggregated 13F filings for Q3 2022.