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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
AW
901
Alaethes Wealth
Nevada
$28K
DSC
902
Duncker Streett & Co
Missouri
$27K
NIC
903
Northwest Investment Counselors
Oregon
$26K
SIC
904
SJS Investment Consulting
Ohio
$26K
FCMT
905
Founders Capital Management (Texas)
Texas
$25K
CTB
906
Country Trust Bank
Illinois
$24K
HIIFS
907
Harel Insurance Investments & Financial Services
Israel
$24K +$23.2K +650 New
VNA
908
Valley National Advisers
Pennsylvania
$20K
IRC
909
Investors Research Corp
Georgia
$19K
ZIG
910
Zullo Investment Group
Pennsylvania
$19K
BCMLT
911
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K +$18K +505 New
ACM
912
Antonetti Capital Management
Florida
$18K -$1.79K -50 -9%
LB
913
Legacy Bridge
Iowa
$18K
WWM
914
Wolff Wiese Magana
California
$16K -$88.1K -2,465 -85%
FAG
915
Fortitude Advisory Group
Washington
$16K -$3.5K -98 -19%
SA
916
SRH Advisors
Kansas
$15K
CAL
917
Capital Advisors Ltd
Ohio
$14K
SIC
918
Salem Investment Counselors
North Carolina
$14K
FMP
919
Financial Management Professionals
Texas
$14K +$10.7K +300 +361%
NF
920
Norwood Financial
Pennsylvania
$13K
CCM
921
Cribstone Capital Management
Maine
$12K
TCWA
922
Ten Capital Wealth Advisors
Washington
$12K +$1.57K +44 +15%
CWP
923
Concord Wealth Partners
Virginia
$12K +$5.14K +144 +77%
HI
924
Hoey Investments
Pennsylvania
$11K
LSA
925
Lansing Street Advisors
Pennsylvania
$11K +$10.9K +305 New

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.