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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
GEA
951
Glen Eagle Advisors
New Jersey
$1.84K -$8.68K -243 -83%
FF
952
FourThought Financial
Florida
$1K
HCP
953
Hexagon Capital Partners
Arkansas
$1K
JWM
954
Janiczek Wealth Management
Colorado
$1K
RCM
955
Rain Capital Management
Oregon
$1K
AA
956
Addison Advisors
Vermont
$1K +$643 +18 New
RCM
957
Raleigh Capital Management
North Carolina
$1K +$822 +23 New
SIAP
958
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +28 New
GTAM
959
Global Trust Asset Management
Florida
$1K +$1.04K +29 New
CA
960
Crewe Advisors
Utah
$1K +$1.25K +35 New
CIAS
961
CFS Investment Advisory Services
New Jersey
$1K +$1.74M +48,689 New
BLC
962
Brown, Lisle/Cummings
Rhode Island
$921
TAM
963
Tucker Asset Management
Colorado
$663 +$643 +18 New
RIM
964
Rockbridge Investment Management
New York
$220
Sumitomo Mitsui Trust Group
965
Sumitomo Mitsui Trust Group
Japan
-$1.17B -33,671,340 Closed
LPL Financial
966
LPL Financial
California
-$208M -5,985,268 Closed
BCM
967
Brookstone Capital Management
Illinois
-$33.1M -968,011 Closed
Russell Investments Group
968
Russell Investments Group
United Kingdom
-$32.9M -944,000 Closed
WFI
969
West Family Investments
California
-$21.5M -617,593 Closed
IMC Chicago
970
IMC Chicago
Illinois
-$16.7M -480,110 Closed
NAM
971
NorthCrest Asset Manangement
Minnesota
-$16.6M -477,980 Closed
FTS
972
Fifth Third Securities
Ohio
-$10.1M -289,802 Closed
STA
973
Summit Trail Advisors
New York
-$9.91M -284,732 Closed
Mitsubishi UFJ Trust & Banking
974
Mitsubishi UFJ Trust & Banking
Japan
-$9.68M -280,000 Closed
Janney Montgomery Scott
975
Janney Montgomery Scott
Pennsylvania
-$9.28M -266,608 Closed

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.